Senior Tax Manager - Open to Remote
About the role
Senior Tax Manager for the Santa Barbara, CA office (open to fully remote with occasional travel). 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 across 15 states with 50+ offices. The firm offers flexible work arrangements and a professional, dynamic environment focused on work/life balance. In this role you will lead and manage the local team, serve as primary client contact, drive growth initiatives, mentor staff, and oversee tax return engagements and advisory services.
Responsibilities
- 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
- Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements
- Lead firm's consulting and advisory efforts in the region
- Lead and manage staff in areas of research, training, and development
Requirements
- 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
Skills
- Excellent communication and attention management skills
- Proprietor mentality and work ethic
- Entrepreneurial minded with an interest in strategy and operations
Benefits
- 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
Pay
The expected salary range for this role is $120,000 - $195,000 per year.
Schedule
Flexible work arrangements are offered; the position is open to fully remote work with occasional travel to the Santa Barbara office.