Senior Tax Manager

Platform Accounting Group; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

A rapidly growing professional services firm in California is seeking a Senior Tax Manager to lead tax review and client advisory efforts. The role requires strong management skills, an entrepreneurial mindset, and a commitment to client relationships. The firm offers flexible work arrangements and market-leading compensation, promoting work/life balance in a dynamic environment.

Benefits

Paid Medical Benefits

401(k)

Autonomy to Lead and Manage

Qualifications

• 7-12 years of experience with tax returns for individuals, corporations, partnerships, and estates.
• CPA or EA certification required.

Responsibilities

• Support the firm's Director in leading and managing the local team.
• Review and manage tax return engagements for individuals, businesses, and trusts.
• Lead consulting and advisory efforts in the region.

Skills

Communication

Management

Entrepreneurial Mindset

Education

Bachelor's Degree

Master’s Degree

Job description

Job Title: Senior Tax Manager at Platform Accounting Group

Join to apply for the Senior Tax Manager role at Platform Accounting Group.

Description

Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. The role involves traditional tax review and client advisory, along with a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership teams to develop and execute the firm's vision.

Who we are

Platform Accounting Group is a rapidly growing professional services firm offering tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses. We have 41 offices across 14 states and are expanding. Our flexible work arrangements promote work/life balance in a professional, dynamic environment.

What you will do

• Support the firm's Director in leading and managing the local team.
• Act as a primary contact for clients from retiring partners and new clients.
• Collaborate with the executive team on growth initiatives, products, services, and operational strategies.
• Review and manage tax return engagements for individuals, businesses (C-corps, S-corps, partnerships), and trusts.
• Lead consulting and advisory efforts in the region.
• Manage staff in research, training, and development areas.

What we look for

• 7-12 years of experience with tax returns for individuals, corporations, partnerships, and estates.
• Bachelor's degree required; Master’s preferred.
• CPA or EA certification required.
• Experience managing staff and client relationships.
• Excellent communication and management skills.
• Proprietor mentality and work ethic.
• Entrepreneurial mindset with an interest in strategy and operations.

What we offer

• Market-leading compensation.
• Paid medical benefits and 401(k).
• Autonomy to lead and manage the office, promoting wellness for yourself and employees.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industry: Accounting