Senior Tax Manager

Platform Accounting

$125K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-12 years of experience in tax preparation and review for individuals, corporations, partnerships, and estates
  • Bachelor's degree required; Master’s degree preferred
  • CPA or EA certification required
  • Proven experience in managing staff and client relationships
  • Strong communication skills with a focus on attention management
  • Entrepreneurial mindset with a strong work ethic
  • Interest in strategy and operational efficiency

Responsibilities

  • Support the firm's Director in leading and managing the local tax team
  • Act as the primary contact for clients transitioning from retiring partners
  • Manage relationships with new clients as their main point of contact
  • Collaborate with the executive team to develop growth initiatives and operational strategies
  • Oversee individual and business tax return preparation and review
  • Lead the firm’s consulting and advisory services in the region
  • Manage staff training, research, and development efforts

Benefits

  • Market-leading base compensation
  • Paid medical benefits and 401(k) plan
  • Autonomy to lead the office and promote wellness for employees
Full Job Description
Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. We envision this person to be a future leader for the firm taking ownership of both client relationships and team management. This individual will play a critical role in driving growth, mentoring employees, and upholding the firm's standards of excellence. 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.

What you will do:
  • 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

What we look for:
  • 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
  • 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
  • Paid medical benefits and 401(k)
  • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

Similar Jobs

More Jobs at Platform Accounting

  • Senior Tax Manager
    $110K — $130K *
    Cos Cob, CT 06807 (Western Ct County)
    Legal & Accounting
    In-Person
  • Senior Tax Manager
    $125K — $150K *
    Greenwich, CT 06830 (Western Ct County)
    Legal & Accounting
    In-Person
  • Senior Tax Advisor
    $80K — $95K *
    Pottsville, PA 17901 (Schuylkill County)
    Legal & Accounting
    In-Person
  • Tax Manager
    $95K — $150K *
    Annapolis, MD 21401 (Anne Arundel County)
    Legal & Accounting
    In-Person
  • Tax Director
    $150K — $180K *
    Port Chester, NY 10573 (Westchester County)
    Legal & Accounting
    In-Person

More Legal & Accounting Jobs

Find similar Senior Tax Manager jobs: