Senior Tax Manager

Platform Accounting; Fresno (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

A professional services firm in California is looking for a Senior Tax Manager to lead local teams and manage client relationships. The ideal candidate has 7-12 years of tax experience, a Bachelor's degree, and a CPA or EA certification. This role emphasizes entrepreneurial thinking and offers competitive compensation and benefits while promoting work-life balance.

Benefits

Market-leading base compensation

Paid medical benefits

401(k)

Qualifications

• 7 - 12 years of experience in tax preparation and review.
• CPA or EA certification required.
• Direct experience managing staff and clients.

Responsibilities

• Support the firm's Director in managing the local team.
• Manage relationships with clients and partners.
• Review and oversee tax return engagements.
• Lead firm's consulting and advisory efforts.

Skills

Experience preparing and reviewing tax returns

Client relationship management

Excellent communication skills

Management and leadership

Education

Bachelor's degree

Master's degree

Job description

Overview

Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. 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.

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 across 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

• Work with and support the firm's Director in leading and managing the local team
• Become a primary point of contact for clients from retiring partners
• Serve as the primary point of contact and relationship manager for new clients
• 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
• Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements
• Lead firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and development

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
• 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
• Paid medical benefits and 401(k)
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees