Senior Tax Leader & Growth Architect (Flexible)

Platform Accounting Group; Greenwich (CT); Hybrid; USD 130,000 - 210,000; Full time

Benefits offered by this job

Market-leading base compensation

Paid medical benefits and 401(k)

Autonomy to lead and manage the office

Job summary

Platform Accounting Group is seeking a Senior Tax Manager with an entrepreneurial spirit to own client relationships and lead the local team. This role requires driving growth, mentoring employees, and upholding the firm's standards of excellence while handling traditional tax review and client advisory.

This position offers the opportunity to be a future leader within the firm, with ownership of strategic direction and service delivery across multiple offices and client groups.

Qualifications

• 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.

Responsibilities

• Lead the local team with the Director and take ownership of client relationships.
• Serve as the primary contact for new clients.
• Develop and execute growth initiatives, product and services offering, and operational strategies.
• Review and manage tax return engagements for individuals, corporations, partnerships, and estates.
• Lead consulting and advisory efforts in the region.
• Lead and mentor staff in research, training, and development.

Skills

Client relationship management

Staff leadership

Communication skills

Entrepreneurial mindset

Tax expertise

Attention to detail

Education

Bachelor's degree

Master’s degree preferred

Tools

CPA certification

EA certification

Job description

Platform Accounting Group is seeking a Senior Tax Manager with an entrepreneurial spirit to own client relationships and lead the local team. This role requires driving growth, mentoring employees, and upholding the firm's standards of excellence while handling traditional tax review and client advisory.

This position offers the opportunity to be a future leader within the firm, with ownership of strategic direction and service delivery across multiple offices and client groups.