Trust & Estates Senior Tax Manager

Trust & Estates Senior Tax Manager

– Platform Accounting Group

Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. 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 Trust & Estate 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 providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices in 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 :

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 both new clients and clients from retiring partners

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 to management skills

Proprietor mentality and work ethic

Entrepreneurial minded with an interest in strategy and operations

What we offer :

Market‑leading base compensation

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

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting / Auditing and Finance

Accounting

#J-18808-Ljbffr