Tax Manager

About the role

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 50+ offices across 15 States with much more growth on the horizon.

Responsibilities

• Coach/Mentor staff to assist with enhancing their skills and further developing their career
• Manage office workflow and procedures
• Lead client engagement and become relationship owner
• Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns
• Provide advisory services to clients related to tax, finance & business practices
• Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies

Requirements

• 6+ years of experience preparing and reviewing individual, corporate, partnership and estate tax returns
• BA or higher degree in accounting
• CPA / EA required
• Prior team management experience a major plus

Qualifications

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education

Skills

• Strong sense of entrepreneurship, strategy, and management
• Ability to coach and mentor staff
• Experience managing office workflow and procedures
• Leadership in client engagements
• Expertise in preparing and reviewing tax returns
• Ability to provide advisory services related to tax, finance, and business practices
• Experience working with the Tax Director to develop and implement strategies

Benefits

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education

Pay

The expected salary range for this role is $95,000 - $160,000 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. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.

Schedule

The role will be based in our office located in Rockville, MD.