Trusts & Estates Tax Manager at Platform Accounting Group

Danville, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jul, 26

Salary

150000.0

Posted On

16 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax review, Client advisory, Estate planning, Trust planning, Court accountings, Strategic planning, Staff management, Client relationship management, Communication, Attention management, Entrepreneurship, Operational strategy

Industry

Accounting

Description

Description Due to continuing growth, our team is seeking a 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 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: 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: 6+ 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 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 review complex estate and trust returns while leading regional consulting and advisory efforts. They will also collaborate with leadership to execute growth initiatives and manage local team operations.