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Trust & Estates Senior Tax Manager at Platform Accounting Group
San Diego, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationships, Consulting, Advisory, Operational Strategies, 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.
Experience Required
Minimum 10 year(s)
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)
Estates Trade Specialist – Plumber at Coventry College
Coventry, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Apprenticeship
Experience Required
Minimum 3 year(s)
Estates Manager - Graduate Trainee at Trustgreen
Chester, England, United Kingdom - Full Time
Skills Needed
Public Safety, Microsoft Office
Qualification
Graduate
Real Estate Investment Sales Agent at New Western
Scottsdale, AZ 85251, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Real Estate Investment Sales Agent at New Western
Irving, TX 75039, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Arbitration Supervisor - State IDR at MPOWERHealth
, , United States - Full Time
Skills Needed
Medical Billing, Collections, Supervision, Cpt, Icd 10, Hipaa, Insurance Standards, Microsoft Office, Excel, Analytical Skills, Problem Solving, Attention To Detail, Mentorship, Team Leadership, Performance Metrics, Quality Control
Specialization
Candidates should have 3+ years in medical billing and collections, with at least 1 year of supervisory experience. Knowledge of CPT, ICD-10, HIPAA, and proficiency in Microsoft Office, especially Excel, are essential.
Experience Required
Minimum 2 year(s)
Expeditor - O'Rourke Family Estate at ORourkes Peak Cellars
Lake Country, BC, Canada - Full Time
Skills Needed
Communication Skills, Plating, High Pressure Environment
Qualification
Graduate
Senior Sales Agent ( Real Estate ) at City Plaza Properties
Abu Dhabi, , United Arab Emirates - Full Time
Skills Needed
Market Analysis, Leadership, Team Mentoring, Negotiation, Customer Service Skills, Problem Solving, Real Estate, Regulations
Specialization
Business real estate or a related field (preferred
Qualification
Graduate
Accountant – Real Estate Developer at Arete Developments
Dubai, , United Arab Emirates - Full Time
Skills Needed
Financial Reporting, Quickbooks, Finance, Regulatory Compliance, Financial Data, Interpersonal Skills, Budgeting, Regulations, Real Estate, Accounting Software
Specialization
Accounting finance or a related field (cpa/ca/acca preferred
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Sales Representative - Real Estate at Aston Gate Real Estate Inc Brokerage
Dubai, , United Arab Emirates - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Luxury Sales Manager - Real Estate at Sobha Realty
Dubai, , United Arab Emirates - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Real Estate Sales Agent - Off Plan at Stability Properties LLC
Dubai, , United Arab Emirates - Full Time
Skills Needed
Negotiation, English
Qualification
Graduate
Paralegal - Estates Administration at Higgs LLP
BHD1, , United Kingdom - Full Time
Skills Needed
Professional Development
Qualification
Graduate
Real Estate Agent - Female Fresher at Palinoia Properties
Abu Dhabi, , United Arab Emirates - Full Time
Skills Needed
Arabic, English, Interpersonal Skills
Qualification
Graduate
Real Estate Agent-Secondary Market at LUXVEN Real Estate
Dubai, , United Arab Emirates - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Trust & Estates Senior Tax Manager at Platform Accounting Group
San Diego, 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 Relationships, Consulting, Advisory, Operational Strategies, CPA, EA Certification

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 involves collaborating with the local team and becoming a primary point of contact for clients.
Trust & Estates Senior Tax Manager at Platform Accounting Group
San Diego, California, United States - Full Time
Skills Needed
Estate & Trust Work, Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Communication, Attention Management, Staff Management, Client Relationships, Consulting, Advisory, Operational Strategies, 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.
Experience Required
Minimum 10 year(s)
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)
Estates Trade Specialist – Plumber at Coventry College
Coventry, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Apprenticeship
Experience Required
Minimum 3 year(s)
Estates Manager - Graduate Trainee at Trustgreen
Chester, England, United Kingdom - Full Time
Skills Needed
Public Safety, Microsoft Office
Qualification
Graduate
Real Estate Investment Sales Agent at New Western
Scottsdale, AZ 85251, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Real Estate Investment Sales Agent at New Western
Irving, TX 75039, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Arbitration Supervisor - State IDR at MPOWERHealth
, , United States - Full Time
Skills Needed
Medical Billing, Collections, Supervision, Cpt, Icd 10, Hipaa, Insurance Standards, Microsoft Office, Excel, Analytical Skills, Problem Solving, Attention To Detail, Mentorship, Team Leadership, Performance Metrics, Quality Control
Specialization
Candidates should have 3+ years in medical billing and collections, with at least 1 year of supervisory experience. Knowledge of CPT, ICD-10, HIPAA, and proficiency in Microsoft Office, especially Excel, are essential.
Experience Required
Minimum 2 year(s)
Expeditor - O'Rourke Family Estate at ORourkes Peak Cellars
Lake Country, BC, Canada - Full Time
Skills Needed
Communication Skills, Plating, High Pressure Environment
Qualification
Graduate
Senior Sales Agent ( Real Estate ) at City Plaza Properties
Abu Dhabi, , United Arab Emirates - Full Time
Skills Needed
Market Analysis, Leadership, Team Mentoring, Negotiation, Customer Service Skills, Problem Solving, Real Estate, Regulations
Specialization
Business real estate or a related field (preferred
Qualification
Graduate
Accountant – Real Estate Developer at Arete Developments
Dubai, , United Arab Emirates - Full Time
Skills Needed
Financial Reporting, Quickbooks, Finance, Regulatory Compliance, Financial Data, Interpersonal Skills, Budgeting, Regulations, Real Estate, Accounting Software
Specialization
Accounting finance or a related field (cpa/ca/acca preferred
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Sales Representative - Real Estate at Aston Gate Real Estate Inc Brokerage
Dubai, , United Arab Emirates - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Luxury Sales Manager - Real Estate at Sobha Realty
Dubai, , United Arab Emirates - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Real Estate Sales Agent - Off Plan at Stability Properties LLC
Dubai, , United Arab Emirates - Full Time
Skills Needed
Negotiation, English
Qualification
Graduate
Paralegal - Estates Administration at Higgs LLP
BHD1, , United Kingdom - Full Time
Skills Needed
Professional Development
Qualification
Graduate
Real Estate Agent - Female Fresher at Palinoia Properties
Abu Dhabi, , United Arab Emirates - Full Time
Skills Needed
Arabic, English, Interpersonal Skills
Qualification
Graduate
Real Estate Agent-Secondary Market at LUXVEN Real Estate
Dubai, , United Arab Emirates - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
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