Due to continuing growth, our team is seeking a Tax Manager with a strong background in Estate & Trust. 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. As a CPA for the Estate & Trust team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.
Who we are:
Platform Accounting Group is a rapidly growing professional services firm – we currently have 21 offices spread throughout 9 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 fun work environment while making work/life balance a priority.
What you will do:
Review and prepare complex Estate & Trust returns and court accountings
Estate & Trust planning including analysis of estate and trust documents
Lead firm’s consulting and advisory efforts in the region
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
What we look for:
8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
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
Annual Bonus
Commissions for new client growth
Paid medical benefits and 401(k)
Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees
Where we work:
This position is open to fully remote team members
This position require you to be onsite
This position allows you to work on a hybrid schedule