Associate Tax Director

Platform Accounting

$130K — $215K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8-15 years of experience in tax preparation and review
  • Bachelor's degree required; Master's preferred
  • Must hold CPA, JD, LLM, or EA
  • Experience managing staff and client relations
  • Strong communication and attention management skills
  • Proprietor mentality and strong work ethic
  • Entrepreneurial mindset with strategy and operations interest

Responsibilities

  • Assist the Director in leadership and management
  • Act as primary contact for existing clients
  • Build and maintain relationships with new clients
  • Collaborate with the executive team on growth initiatives
  • Review and oversee tax returns and operational tasks
  • Lead consulting and advisory efforts in the region
  • Manage staff training and performance

Benefits

  • Market-leading base compensation
  • Annual bonus structure
  • Commissions based on new client growth
  • Paid medical benefits and 401(k)
  • Autonomy in office management to enhance wellness
Full Job Description
Job Type

Full-time

Description

Our Associate Directors are a key part of Platform's management team. The role requires a strong sense of entrepreneurship and strategy, while managing the day-to-day activities of the firm. We rely heavily on our team of Directors to develop and execute the firm's vision in each of their respective offices.

What you will do:
  • Assist the Director in serving as the firm's leader and manager
  • Become 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

What we look for:
  • 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

What we offer:
  • 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

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. 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.

Applications will be accepted until the position is filled.

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