Associate Tax Director
Platform Accounting Group · Fullerton, CA · 6 days ago
Accounting$130k–$215k/yrFull-time
About the role
The role supports the firm's vision in the Costa Mesa, CA office with flexibility for a hybrid schedule.
Responsibilities
- Assist the Director in serving as the firm's leader and manager
- Be 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
Requirements
- 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
Qualifications
- 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
Benefits
- 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
Pay
The expected salary range for this role is $130,000 - $215,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring.
Schedule
The role offers flexibility for a hybrid schedule.