Senior Tax Manager

Position 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 have 45 offices across 14 states with further growth on the horizon. We offer flexible work arrangements and prioritize work / life balance.

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 growth initiatives, product and services offerings, and operational strategies.

Review and manage individual, business (C‑corps, S‑corps, and partnerships), and trust tax return engagements.

Lead the 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‑to‑detail skills.

Proprietor mentality and work ethic.

Entrepreneurial mindset 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.

#J-18808-Ljbffr