Trusts & Estates Tax Manager at Platform Accounting Group

San Jose, California, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Apr, 26

Salary

0.0

Posted On

20 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Estate Planning, Trust Management, Tax Review, Client Advisory, Communication Skills, Management Skills, Entrepreneurial Mindset, Strategy Development

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 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: 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

Responsibilities

The Trusts & Estates Tax Manager will review and prepare complex Estate & Trust returns and lead consulting efforts in the region. They will also manage the local team and serve as a primary contact for clients.