Tax Manager *Relocation Package Available* at Platform Accounting Group

Thousand Oaks, California, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Sep, 26

Salary

150000.0

Posted On

24 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Preparation, Client Advisory, Tax Research, Bookkeeping, CCH Axcess, Microsoft Word, Microsoft Excel, Microsoft Outlook, Financial Analysis, IRS Correspondence, Trust Tax Returns, General Ledger Verification

Industry

Accounting

Description

Description Due to continuing growth, we are seeking a Tax Manager to join our team. 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 Manager, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals. This specific role is based out of our Newbury Park / Thousand Oaks, CA office with a hybrid schedule. We are committed to finding the best talent and are happy to provide relocation support for those looking to join us. 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: Prepare trust tax returns Correspond with IRS and state jurisdictions for notices and income tax audits, which may include preparing responses, creating support schedules, etc. Correspond with IRS and state jurisdictions for notices and income tax audits, which may include preparing responses, creating support schedules, etc. Provide support with various special tax related projects. Conduct tax research and prepare internal tax memorandums. Verify general ledger tax accounts and when tax work is done work on bookkeeping. Making necessary entries and adjustments as necessary. Work with various internal departments in gathering information needed for tax deliverables Build, maintain and enhance client relationships. Advise clients on issues related to tax, finance & business practices. Support manager with various ad-hoc projects. What we look for: 4+ years of experience preparing complex tax returns both individuals and entities within a tax department in a public accounting, business management, or tax advisory firm Experience working with tax preparation software CCH Axcess Competency in Microsoft applications including Word, Excel and Outlook Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance Bachelor's Degree Required, Master's Degree Preferred CPA License Required What we offer: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits Firm sponsored continuing education The expected salary range for this role is $95,000 - $150,000 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

The Tax Manager will prepare trust tax returns, conduct tax research, and manage correspondence with the IRS and state jurisdictions. Additionally, the role involves advising clients on tax and business practices while building and maintaining strong client relationships.