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Trust & Estates Senior Tax Manager at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Consulting, Advisory, Planning, Operational Strategies, Leadership
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work. A Bachelor's degree is required, and a CPA or EA certification is mandatory.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
San Jose, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Cpa Certification, Ea Certification
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work. A Bachelor's degree is required, and a CPA or EA certification is mandatory.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Cpa Certification, Ea Certification, Proprietor Mentality, Operations, Consulting, Advisory
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work, along with a Bachelor's degree and CPA or EA certification. Excellent communication skills and a proprietor mentality are essential.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Los Gatos, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Consulting, Advisory, Planning, Cpa, Ea Certification
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work, along with a Bachelor's degree and CPA or EA certification. Excellent communication skills and a proprietor mentality are essential for this role.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Sacramento, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work. A Bachelor's degree is required, and a CPA or EA certification is mandatory.
Experience Required
Minimum 10 year(s)
Income Tax Preparer at Focus Tax Accounting LTD
Sidney, BC V8L 3C7, Canada - Full Time
Skills Needed
Xero, Payroll Management, Finance, Quickbooks, Sage, Analytical Skills, Financial Data, Accounting Software, Communication Skills, Tax Preparation
Specialization
A degree in accounting or finance is preferred but not mandatory; relevant certifications are a plus.
Qualification
Graduate
Tax & Assurance Advisor at Platform Accounting Group
Eureka, California, United States - Full Time
Skills Needed
Tax Preparation, Financial Statement Audits, Analytical Skills, Gaap, Accounting Software, Customer Service, Interpersonal Skills, Problem Solving, Quickbooks, Excel, Ultra Tax, Checkpoint Engage
Specialization
Bachelor’s degree with an emphasis on accounting is required, and candidates should have taken classes sufficient to sit for the Uniform CPA Exam. 0 - 3 years’ experience in public accounting is preferred, with a CPA license being a plus.
Staff Accountant / Bookkeeper at Platform Accounting Group
Napa, California, United States - Full Time
Skills Needed
Bookkeeping, Payroll Processing, General Accounting, Accounts Payable, Accounts Receivable, Analytical Skills, Customer Service, Problem Solving, Attention To Detail, Communication, Accounting Software, Multi State Payroll
Specialization
3+ years of professional bookkeeping or accounting experience is required. Candidates should have excellent communication skills and be proficient with accounting software.
Experience Required
Minimum 2 year(s)
Tax Advisor at Platform Accounting Group
Napa, California, United States - Full Time
Skills Needed
Tax Preparation, Client Relationships, Accounting Services, Bookkeeping, Payroll, Sales Tax, Tax Issues, Compliance, Tax Planning
Specialization
0-3 years of experience in tax return preparation is required, along with a Bachelor's degree. An EA or CPA designation is desired or candidates should be actively working towards licensure.
Administrative Assistant at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Communication Skills, Data Entry, Customer Service, Microsoft Office, Problem Solving, Analytical Skills, Adaptability, Project Management
Specialization
Candidates should have at least one year of professional office experience and be proficient with Microsoft Office. An Associate's degree is required, while a Bachelor's degree is preferred.
Administrative Assistant at Platform Accounting Group
Santa Cruz, California, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Problem Solving, Analytical Skills, Microsoft Office, Adaptability, Project Management, Self Management, Technology Proficiency
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An Associate's degree is required, while a Bachelor's degree is preferred.
Administrative Assistant at Platform Accounting Group
Virginia Beach, Virginia, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Proactive Problem Solving, Analytical Skills, Microsoft Office Suite, Independent Worker, Adaptability, Project Management
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An Associate's degree is required, with a Bachelor's degree preferred.
Tax Manager at Platform Accounting Group
Grand Junction, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Glenwood Springs, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Redding, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Denver, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Workflow Management, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Loveland, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Boulder, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Office Workflow, Client Engagement, Tax Returns, Advisory Services, Retention Strategies, Growth Strategies, Operational Strategies
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA in accounting and a CPA or EA certification. Prior team management experience is a significant advantage.
Experience Required
Minimum 5 year(s)
Tax & Assurance Manager at Platform Accounting Group
Redding, California, United States - Full Time
Skills Needed
Tax, Assurance, Client Advisory, Leadership, Mentoring, Problem Solving, Communication, Analytical Skills, Gaap, Audit Standards, Federal Tax Regulations, State Tax Regulations, Business Development, Strategic Planning, Collaboration, Continuous Learning
Specialization
Candidates should have 6+ years of public accounting experience with a mix of tax and assurance work and a Bachelor's degree in Accounting. A CPA is required, and strong communication and analytical skills are essential.
Experience Required
Minimum 5 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Los Angeles, California, United States -
Full Time

Start Date

Immediate

Expiry Date

02 Feb, 26

Salary

0.0

Posted On

04 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Consulting, Advisory, Planning, Operational Strategies, Leadership

Industry

Accounting

Description
Description 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
Responsibilities
The Senior Tax Manager will review and prepare complex Estate & Trust returns and lead the firm's consulting and advisory efforts in the region. This role also involves working closely with the firm's Director to manage the local team and develop growth initiatives.
Trust & Estates Senior Tax Manager at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Consulting, Advisory, Planning, Operational Strategies, Leadership
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work. A Bachelor's degree is required, and a CPA or EA certification is mandatory.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
San Jose, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Cpa Certification, Ea Certification
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work. A Bachelor's degree is required, and a CPA or EA certification is mandatory.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Cpa Certification, Ea Certification, Proprietor Mentality, Operations, Consulting, Advisory
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work, along with a Bachelor's degree and CPA or EA certification. Excellent communication skills and a proprietor mentality are essential.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Los Gatos, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management, Consulting, Advisory, Planning, Cpa, Ea Certification
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work, along with a Bachelor's degree and CPA or EA certification. Excellent communication skills and a proprietor mentality are essential for this role.
Experience Required
Minimum 10 year(s)
Trust & Estates Senior Tax Manager at Platform Accounting Group
Sacramento, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationship Management
Specialization
Candidates should have 8+ years of experience in public accounting with a strong background in Estate & Trust work. A Bachelor's degree is required, and a CPA or EA certification is mandatory.
Experience Required
Minimum 10 year(s)
Income Tax Preparer at Focus Tax Accounting LTD
Sidney, BC V8L 3C7, Canada - Full Time
Skills Needed
Xero, Payroll Management, Finance, Quickbooks, Sage, Analytical Skills, Financial Data, Accounting Software, Communication Skills, Tax Preparation
Specialization
A degree in accounting or finance is preferred but not mandatory; relevant certifications are a plus.
Qualification
Graduate
Tax & Assurance Advisor at Platform Accounting Group
Eureka, California, United States - Full Time
Skills Needed
Tax Preparation, Financial Statement Audits, Analytical Skills, Gaap, Accounting Software, Customer Service, Interpersonal Skills, Problem Solving, Quickbooks, Excel, Ultra Tax, Checkpoint Engage
Specialization
Bachelor’s degree with an emphasis on accounting is required, and candidates should have taken classes sufficient to sit for the Uniform CPA Exam. 0 - 3 years’ experience in public accounting is preferred, with a CPA license being a plus.
Staff Accountant / Bookkeeper at Platform Accounting Group
Napa, California, United States - Full Time
Skills Needed
Bookkeeping, Payroll Processing, General Accounting, Accounts Payable, Accounts Receivable, Analytical Skills, Customer Service, Problem Solving, Attention To Detail, Communication, Accounting Software, Multi State Payroll
Specialization
3+ years of professional bookkeeping or accounting experience is required. Candidates should have excellent communication skills and be proficient with accounting software.
Experience Required
Minimum 2 year(s)
Tax Advisor at Platform Accounting Group
Napa, California, United States - Full Time
Skills Needed
Tax Preparation, Client Relationships, Accounting Services, Bookkeeping, Payroll, Sales Tax, Tax Issues, Compliance, Tax Planning
Specialization
0-3 years of experience in tax return preparation is required, along with a Bachelor's degree. An EA or CPA designation is desired or candidates should be actively working towards licensure.
Administrative Assistant at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Communication Skills, Data Entry, Customer Service, Microsoft Office, Problem Solving, Analytical Skills, Adaptability, Project Management
Specialization
Candidates should have at least one year of professional office experience and be proficient with Microsoft Office. An Associate's degree is required, while a Bachelor's degree is preferred.
Administrative Assistant at Platform Accounting Group
Santa Cruz, California, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Problem Solving, Analytical Skills, Microsoft Office, Adaptability, Project Management, Self Management, Technology Proficiency
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An Associate's degree is required, while a Bachelor's degree is preferred.
Administrative Assistant at Platform Accounting Group
Virginia Beach, Virginia, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Proactive Problem Solving, Analytical Skills, Microsoft Office Suite, Independent Worker, Adaptability, Project Management
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An Associate's degree is required, with a Bachelor's degree preferred.
Tax Manager at Platform Accounting Group
Grand Junction, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Glenwood Springs, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Redding, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Denver, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Workflow Management, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Loveland, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Boulder, Colorado, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Office Workflow, Client Engagement, Tax Returns, Advisory Services, Retention Strategies, Growth Strategies, Operational Strategies
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA in accounting and a CPA or EA certification. Prior team management experience is a significant advantage.
Experience Required
Minimum 5 year(s)
Tax & Assurance Manager at Platform Accounting Group
Redding, California, United States - Full Time
Skills Needed
Tax, Assurance, Client Advisory, Leadership, Mentoring, Problem Solving, Communication, Analytical Skills, Gaap, Audit Standards, Federal Tax Regulations, State Tax Regulations, Business Development, Strategic Planning, Collaboration, Continuous Learning
Specialization
Candidates should have 6+ years of public accounting experience with a mix of tax and assurance work and a Bachelor's degree in Accounting. A CPA is required, and strong communication and analytical skills are essential.
Experience Required
Minimum 5 year(s)