Tax Manager/Senior Manager

Platform Accounting Group
Palo Alto, California, United States, San Francisco East Bay South Bay And San Jose
21 days ago


Managers are a key part of Platform’s management team. 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. In return, we provide tremendous career growth opportunities, autonomy, balance and support.

Come make a difference with us.

We thrive on building real relationships, ensuring we fully understand each client's unique situation in order to help take their business to the next level. We offer a professional and fun work environment while making work/life balance a priority - Join our team and make a lasting impact!

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
  • Review and manage individual, corporate, partnership 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
  • Work with the firm's executive team and local Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies

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


What we look for:

  • 6 - 15 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 management skills
  • Proprietor mentality and work ethic
  • Entrepreneurial minded with an interest in strategy and operations

Job Information

  • Job ID: 58962188
  • Location:
    Palo Alto, California, United States, San Francisco East Bay South Bay And San Jose
  • Position Title: Tax Manager/Senior Manager
  • Company Name: Platform Accounting Group
  • Job Function: Open Position
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: BA/BS/Undergraduate
  • Min Experience: 5-7 Years
  • Required Travel: 0-10%

Please refer to the company's website or job descriptions to learn more about them.

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