Trust & Estates Senior Tax Manager

2 days ago

San Diego, CA, United States Platform Accounting Full time

Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a CPA for the Trust & Estate team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices in 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

  • Review and prepare complex Estate & Trust returns and court accountings
  • Estate & Trust planning including analysis of estate and trust documents
  • Lead firm's consulting and advisory efforts in the region
  • Work with and support the firm's Director in leading and managing the local team
  • Become a primary point of contact for both new clients and clients from retiring partners
  • Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies
What we look for:
  • 8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
  • Bachelor's degree required; Master's degree preferred
  • CPA or EA certification required
  • Direct experience managing staff and client relationships
  • Excellent communication and attention management skills
  • Proprietor mentality and work ethic
  • Entrepreneurial minded with an interest in strategy and operations
What we offer:
  • Market-leading base compensation
  • Commissions for new client growth
  • Paid medical benefits and 401(k)
  • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

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