Tax Director — Strategic Growth & Client Leadership

Platform Accounting Group; Greenwich (CT); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Annual Bonus

Commissions for new client growth +利润分

Paid medical benefits and 401(k)

Job summary

Platform Accounting Group in Greenwich, CT seeks a visionary Director to join the management team and shape strategy while overseeing day-to-day firm operations and client relationships.

You will partner with the executive team to expand services, review tax returns across entities, manage staff, and drive growth initiatives regionally within a dynamic, in-office setting.

Qualifications

• 8-15 years of progressive experience preparing and reviewing tax returns for individuals, corporations, partnerships and estates.
• Bachelor's degree required; Master’s degree preferred.
• CPA, JD, LLM or EA 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.

Responsibilities

• Serve as the firm's leader and manager.
• Become the primary point of contact for the firm's existing client base.
• Serve as the primary point of contact and relationship manager for new clients.
• Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies.
• Review individual, corporate, partnership and trust tax returns; assign work and oversee operations.
• Oversee the firm's consulting and advisory efforts in the region.
• Lead and manage staff in areas of research, training, and performance.

Skills

Leadership

Client relationship management

Strategic planning

Communication

Staff management

Education

Bachelor's degree

Master’s degree

CPA

JD

LLM

EA

Job description

Description

Our firm is seeking a visionary leader with a passion for innovation and strategy. As a key part of Platform’s management team, our Directors play a pivotal role in shaping the future of both their local offices and our entire organization. This role demands a strong sense of leadership and foresight while managing the day-to-day activities of the firm. We depend on our Directors to develop and execute the firm's vision within their respective offices.

Job Type

Full-time

Description

Our firm is seeking a visionary leader with a passion for innovation and strategy. As a key part of Platform’s management team, our Directors play a pivotal role in shaping the future of both their local offices and our entire organization. This role demands a strong sense of leadership and foresight while managing the day-to-day activities of the firm. We depend on our Directors to develop and execute the firm's vision within their respective offices.

** This is an in-office role based in our Greenwich, CT office. **

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:

• Serve as the firm's leader and manager
• Become the primary point of contact for the firm's existing client base
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies
• Review individual, corporate, partnership and trust tax returns; assign work and oversee operations
• Oversee the firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and performance
  
  

What we look for:

• 8 - 15 years of progressive experience preparing and reviewing individual, corporate, partnership and estate tax returns
• Bachelor's degree required; Master’s degree preferred
• CPA, JD, LLM or EA 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
• Annual Bonus
• Commissions for new client growth + profit sharing
• Paid medical benefits and 401(k)
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees