Senior Tax Manager at Platform Accounting Group

Newport Beach, California, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

185000.0

Posted On

16 Jul, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Review, Client Advisory, Strategic Management, Staff Management, Tax Return Preparation, Relationship Management, Operational Strategy, Research, Training and Development, Communication Skills

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. 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 role is supporting our office in Costa Mesa, CA with flexibility for a hybrid schedule** 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 - $185,000 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 and drive regional growth initiatives.