Senior Tax Manager

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

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. We envision this person to be a future leader for the firm taking ownership of both client relationships and team management. This individual will play a critical role in driving growth, mentoring employees, and upholding the firm’s standards of excellence. 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.

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. We envision this person to be a future leader for the firm taking ownership of both client relationships and team management. This individual will play a critical role in driving growth, mentoring employees, and upholding the firm’s standards of excellence. 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 50+ offices across 15 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

What we look for:

• 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