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Senior Tax Manager at Platform Accounting Group
West Chicago, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Tax Consulting, Advisory Services, Corporate Tax, Partnership Tax, Estate Tax, Trust Tax, Strategic Planning, Staff Mentoring, Operational Strategy
Specialization
Requires 7-12 years of experience in tax preparation and review, a Bachelor's degree, and a CPA or EA certification. Candidates must have a proven track record of managing staff and client relationships with an entrepreneurial mindset.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
Goleta, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Management, Staff Leadership, Tax Return Preparation, Relationship Management, Operational Strategy, Research, Training And Development
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must demonstrate a proprietor mentality and experience managing staff.
Experience Required
Minimum 10 year(s)
ERP Technical Consultant at Platform Accounting Group
Goleta, California, United States - Full Time
Skills Needed
Erp Implementation, Business Process Analysis, Data Migration, System Configuration, User Training, Client Relationship Management, Requirement Documentation, Sage Erp, Acumatica, Crm Software, Problem Solving, Interpersonal Communication, Financial Applications, Business Acumen, Presentation Skills, Conflict Resolution
Specialization
Requires a bachelor's degree in a computer-related, finance, or accounting field and at least 5 years of experience with ERP or CRM software. Candidates must possess strong analytical skills and the ability to travel to client sites.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Naperville, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Management, Strategy, Mentoring, Workflow Management, Tax Return Preparation, Individual Tax, Corporate Tax, Partnership Tax, Estate Tax, Fiduciary Tax, Financial Advisory, Business Practices, Leadership
Specialization
Candidates must have at least 6 years of experience in tax return preparation and review, along with a bachelor's degree in accounting. A CPA or EA certification is required, and prior team management experience is considered a major plus.
Experience Required
Minimum 5 year(s)
Audit Supervisor at Platform Accounting Group
Trenton, New Jersey, United States - Full Time
Skills Needed
Audit Planning, Financial Analysis, Internal Controls, Client Relationship Management, Staff Training, Work Paper Preparation, Public Accounting, Non Profit Audits, Single Audits, Thomson Reuters Engagement, Interpersonal Communication, Organizational Skills
Specialization
Requires a bachelor's degree in accounting and at least 5 years of public accounting audit experience. A CPA certification and experience with Thomson Reuters Engagement or non-profit audits are highly preferred.
Experience Required
Minimum 5 year(s)
Systems Specialist - IT Integration at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Microsoft 365, Entra Id, Powershell, Active Directory, Networking, Security, Problem Solving, Communication
Specialization
0-5 years of progressive IT experience is required, with specific experience in Microsoft 365 and Entra ID. Strong communication skills and problem-solving abilities are essential.
Experience Required
Minimum 2 year(s)
Tax Director at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Tax Preparation, Tax Review, Staff Management, Client Relationship Management, Strategic Planning, Operational Strategy, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Consulting, Advisory Services, Communication, Attention Management, Entrepreneurship, Leadership
Specialization
Requires 8-15 years of progressive tax experience and a professional certification such as CPA, JD, LLM, or EA. A bachelor's degree is required, with a master's degree preferred, along with proven experience in staff and client management.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Team Management, Tax Preparation, Financial Advisory, Workflow Management, Mentoring, Strategic Planning
Specialization
Candidates must have at least 6 years of experience in tax preparation and review along with a CPA or EA certification. A bachelor's degree or higher in accounting is required, and prior team management experience is highly preferred.
Experience Required
Minimum 5 year(s)
Tax Advisor at Platform Accounting Group
Roseburg, Oregon, United States - Full Time
Skills Needed
Tax Preparation, Tax Compliance, Tax Planning, Bookkeeping, Payroll, Sales Tax, Client Relationship Management, Accounting Services
Specialization
Requires a Bachelor's degree and 0-3 years of experience in tax return preparation. A Master's degree and CPA or EA licensure are preferred or desired.
Strategy & Operations Intern (Part-Time) at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Project Management, Data Analysis, Process Improvement, Operational Performance Evaluation, Written Communication, Verbal Communication, Organization, Attention To Detail
Specialization
Candidates must be able to work 20 hours per week on-site and possess strong project management and communication skills. A growth-oriented mindset and the ability to quickly learn new systems are essential.
Technical Support Specialist (Level 1) at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Technical Support, Hardware Troubleshooting, Software Configuration, Asset Management, Documentation, Microsoft Outlook, Microsoft Excel, Microsoft Word, Remote Support, Networking, Interpersonal Communication, Problem Solving
Specialization
Requires knowledge of computer systems, hardware, and Microsoft Office suite with experience in remote technical support. A+ certification is required, while Network+ and Microsoft 365 Endpoint Administrator certifications are highly desired.
Tax Manager at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Staff Coaching, Workflow Management, Tax Preparation, Financial Advisory, Strategic Planning, Team Management
Specialization
Candidates must have at least 6 years of experience in tax preparation and review, along with a CPA or EA certification. A bachelor's degree or higher in accounting is required, and prior team management experience is highly preferred.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Aurora, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Tax Consulting, Strategic Planning, Staff Mentoring, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Operational Strategy, Financial Advisory
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must demonstrate a strong entrepreneurial mindset and experience managing staff.
Experience Required
Minimum 10 year(s)
Office Manager at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Office Management, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Customer Service, Business Writing, Project Management, Workflow Management, Analytical Skills, Multi Tasking, Problem Solving
Specialization
Candidates must have at least 2 years of professional office experience and an associate's degree, with a bachelor's degree preferred. Proficiency in Microsoft Office and QuickBooks, along with strong communication and organizational skills, is required.
Experience Required
Minimum 2 year(s)
Senior Tax Manager at Platform Accounting Group
Joliet, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Tax Consulting, Advisory Services, Strategic Planning, Corporate Tax, Partnership Tax, Estate Tax, Trust Tax, Staff Mentoring, Operational Strategy
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must have direct experience managing staff and client relationships.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
Estate Tax, Trust Tax, Tax Review, Client Advisory, Strategic Planning, Management, Court Accountings, Consulting, Leadership, Communication, Entrepreneurship, Operations
Specialization
Candidates must have at least 8 years of public accounting experience with a strong background in estate and trust work. A bachelor's degree is required, along with a CPA or EA certification.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
Chicago, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Strategic Planning, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Consulting, Advisory Services, Staff Mentoring, Operational Strategy
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must have direct experience managing staff and client relationships.
Experience Required
Minimum 10 year(s)
Office Manager at Platform Accounting Group
Costa Mesa, California, United States - Full Time
Skills Needed
Office Management, Project Management, Workflow Management, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Business Writing, Customer Service, Scheduling, Data Entry, Problem Solving, Analytical Skills, Multi Tasking, Attention To Detail
Specialization
Candidates must have at least 2 years of professional office experience and proficiency in Microsoft Office and QuickBooks. An Associate's degree is required, with a Bachelor's degree preferred.
Experience Required
Minimum 2 year(s)
Senior Audit Advisor at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Audit, Assurance, Compliance, Financial Statements, Work Paper Preparation, Client Service, Internal Controls, Accounting Policies, Interpersonal Communication, Organizational Skills
Specialization
Requires a Bachelor's degree and 2-5 years of professional audit experience, with a CPA preferred or eligibility within two years. Candidates must have a strong understanding of accounting theories, controls, and financial statement interrelationships.
Experience Required
Minimum 2 year(s)
Senior Tax Manager at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Management, Staff Leadership, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Research, Training And Development, Operational Strategy, Relationship Management
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must demonstrate a proprietor mentality and experience managing staff.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
West Chicago, Illinois, United States -
Full Time

Start Date

Immediate

Expiry Date

27 Aug, 26

Salary

200000.0

Posted On

29 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Tax Review, Client Relationship Management, Team Management, Tax Consulting, Advisory Services, Corporate Tax, Partnership Tax, Estate Tax, Trust Tax, Strategic Planning, Staff Mentoring, Operational Strategy

Industry

Accounting

Description
Description Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. We envision this person to be a future leader for the firm taking ownership of both client relationships and team management. This individual will play a critical role in driving growth, mentoring employees, and upholding the firm’s standards of excellence. 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. ** This is an in-office / hybrid role in our Naperville, IL office - Midwest Advisors ** 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 50+ offices across 15 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: Work with and support the firm's Director in leading and managing the local team Become a primary point of contact for clients from retiring partners Serve as the primary point of contact and relationship manager for new clients 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 Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements Lead firm's consulting and advisory efforts in the region Lead and manage staff in areas of research, training, and development What we look for: 7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns 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 Paid medical benefits and 401(k) Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees The expected salary range for this role is $120,000 - $200,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations. Applications will be accepted until the position is filled.
Responsibilities
Lead and manage the local tax team while serving as the primary point of contact for new and existing clients. Oversee the review of individual, business, and trust tax returns while driving regional growth and advisory efforts.
Senior Tax Manager at Platform Accounting Group
West Chicago, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Tax Consulting, Advisory Services, Corporate Tax, Partnership Tax, Estate Tax, Trust Tax, Strategic Planning, Staff Mentoring, Operational Strategy
Specialization
Requires 7-12 years of experience in tax preparation and review, a Bachelor's degree, and a CPA or EA certification. Candidates must have a proven track record of managing staff and client relationships with an entrepreneurial mindset.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
Goleta, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Management, Staff Leadership, Tax Return Preparation, Relationship Management, Operational Strategy, Research, Training And Development
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must demonstrate a proprietor mentality and experience managing staff.
Experience Required
Minimum 10 year(s)
ERP Technical Consultant at Platform Accounting Group
Goleta, California, United States - Full Time
Skills Needed
Erp Implementation, Business Process Analysis, Data Migration, System Configuration, User Training, Client Relationship Management, Requirement Documentation, Sage Erp, Acumatica, Crm Software, Problem Solving, Interpersonal Communication, Financial Applications, Business Acumen, Presentation Skills, Conflict Resolution
Specialization
Requires a bachelor's degree in a computer-related, finance, or accounting field and at least 5 years of experience with ERP or CRM software. Candidates must possess strong analytical skills and the ability to travel to client sites.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Naperville, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Management, Strategy, Mentoring, Workflow Management, Tax Return Preparation, Individual Tax, Corporate Tax, Partnership Tax, Estate Tax, Fiduciary Tax, Financial Advisory, Business Practices, Leadership
Specialization
Candidates must have at least 6 years of experience in tax return preparation and review, along with a bachelor's degree in accounting. A CPA or EA certification is required, and prior team management experience is considered a major plus.
Experience Required
Minimum 5 year(s)
Audit Supervisor at Platform Accounting Group
Trenton, New Jersey, United States - Full Time
Skills Needed
Audit Planning, Financial Analysis, Internal Controls, Client Relationship Management, Staff Training, Work Paper Preparation, Public Accounting, Non Profit Audits, Single Audits, Thomson Reuters Engagement, Interpersonal Communication, Organizational Skills
Specialization
Requires a bachelor's degree in accounting and at least 5 years of public accounting audit experience. A CPA certification and experience with Thomson Reuters Engagement or non-profit audits are highly preferred.
Experience Required
Minimum 5 year(s)
Systems Specialist - IT Integration at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Microsoft 365, Entra Id, Powershell, Active Directory, Networking, Security, Problem Solving, Communication
Specialization
0-5 years of progressive IT experience is required, with specific experience in Microsoft 365 and Entra ID. Strong communication skills and problem-solving abilities are essential.
Experience Required
Minimum 2 year(s)
Tax Director at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Tax Preparation, Tax Review, Staff Management, Client Relationship Management, Strategic Planning, Operational Strategy, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Consulting, Advisory Services, Communication, Attention Management, Entrepreneurship, Leadership
Specialization
Requires 8-15 years of progressive tax experience and a professional certification such as CPA, JD, LLM, or EA. A bachelor's degree is required, with a master's degree preferred, along with proven experience in staff and client management.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Team Management, Tax Preparation, Financial Advisory, Workflow Management, Mentoring, Strategic Planning
Specialization
Candidates must have at least 6 years of experience in tax preparation and review along with a CPA or EA certification. A bachelor's degree or higher in accounting is required, and prior team management experience is highly preferred.
Experience Required
Minimum 5 year(s)
Tax Advisor at Platform Accounting Group
Roseburg, Oregon, United States - Full Time
Skills Needed
Tax Preparation, Tax Compliance, Tax Planning, Bookkeeping, Payroll, Sales Tax, Client Relationship Management, Accounting Services
Specialization
Requires a Bachelor's degree and 0-3 years of experience in tax return preparation. A Master's degree and CPA or EA licensure are preferred or desired.
Strategy & Operations Intern (Part-Time) at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Project Management, Data Analysis, Process Improvement, Operational Performance Evaluation, Written Communication, Verbal Communication, Organization, Attention To Detail
Specialization
Candidates must be able to work 20 hours per week on-site and possess strong project management and communication skills. A growth-oriented mindset and the ability to quickly learn new systems are essential.
Technical Support Specialist (Level 1) at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Technical Support, Hardware Troubleshooting, Software Configuration, Asset Management, Documentation, Microsoft Outlook, Microsoft Excel, Microsoft Word, Remote Support, Networking, Interpersonal Communication, Problem Solving
Specialization
Requires knowledge of computer systems, hardware, and Microsoft Office suite with experience in remote technical support. A+ certification is required, while Network+ and Microsoft 365 Endpoint Administrator certifications are highly desired.
Tax Manager at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Staff Coaching, Workflow Management, Tax Preparation, Financial Advisory, Strategic Planning, Team Management
Specialization
Candidates must have at least 6 years of experience in tax preparation and review, along with a CPA or EA certification. A bachelor's degree or higher in accounting is required, and prior team management experience is highly preferred.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Aurora, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Tax Consulting, Strategic Planning, Staff Mentoring, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Operational Strategy, Financial Advisory
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must demonstrate a strong entrepreneurial mindset and experience managing staff.
Experience Required
Minimum 10 year(s)
Office Manager at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Office Management, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Customer Service, Business Writing, Project Management, Workflow Management, Analytical Skills, Multi Tasking, Problem Solving
Specialization
Candidates must have at least 2 years of professional office experience and an associate's degree, with a bachelor's degree preferred. Proficiency in Microsoft Office and QuickBooks, along with strong communication and organizational skills, is required.
Experience Required
Minimum 2 year(s)
Senior Tax Manager at Platform Accounting Group
Joliet, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Tax Consulting, Advisory Services, Strategic Planning, Corporate Tax, Partnership Tax, Estate Tax, Trust Tax, Staff Mentoring, Operational Strategy
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must have direct experience managing staff and client relationships.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
Estate Tax, Trust Tax, Tax Review, Client Advisory, Strategic Planning, Management, Court Accountings, Consulting, Leadership, Communication, Entrepreneurship, Operations
Specialization
Candidates must have at least 8 years of public accounting experience with a strong background in estate and trust work. A bachelor's degree is required, along with a CPA or EA certification.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
Chicago, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Relationship Management, Team Management, Strategic Planning, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Consulting, Advisory Services, Staff Mentoring, Operational Strategy
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must have direct experience managing staff and client relationships.
Experience Required
Minimum 10 year(s)
Office Manager at Platform Accounting Group
Costa Mesa, California, United States - Full Time
Skills Needed
Office Management, Project Management, Workflow Management, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Business Writing, Customer Service, Scheduling, Data Entry, Problem Solving, Analytical Skills, Multi Tasking, Attention To Detail
Specialization
Candidates must have at least 2 years of professional office experience and proficiency in Microsoft Office and QuickBooks. An Associate's degree is required, with a Bachelor's degree preferred.
Experience Required
Minimum 2 year(s)
Senior Audit Advisor at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Audit, Assurance, Compliance, Financial Statements, Work Paper Preparation, Client Service, Internal Controls, Accounting Policies, Interpersonal Communication, Organizational Skills
Specialization
Requires a Bachelor's degree and 2-5 years of professional audit experience, with a CPA preferred or eligibility within two years. Candidates must have a strong understanding of accounting theories, controls, and financial statement interrelationships.
Experience Required
Minimum 2 year(s)
Senior Tax Manager at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Management, Staff Leadership, Corporate Tax, Partnership Tax, Trust Tax, Estate Tax, Research, Training And Development, Operational Strategy, Relationship Management
Specialization
Requires 7-12 years of experience in tax preparation and review with a CPA or EA certification. A bachelor's degree is required, and candidates must demonstrate a proprietor mentality and experience managing staff.
Experience Required
Minimum 10 year(s)