Trust & Estates Senior Tax Manager jobs in United States
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Platform Accounting Group · 1 day ago

Trust & Estates Senior Tax Manager

positionDanville, CA
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date8+ years exp

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services. They are seeking a Senior Tax Manager with a strong background in Estate & Trust work to lead consulting efforts, manage client relationships, and collaborate with the local team to execute growth initiatives.

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H1B Sponsor Likelynote

Responsibilities

Review and prepare complex Estate & Trust returns and court accountings
Estate & Trust planning including analysis of estate and trust documents
Lead firm's consulting and advisory efforts in the region
Work with and support the firm's Director in leading and managing the local team
Become a primary point of contact for both new clients and clients from retiring partners
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

Qualification

CPA certificationEstate & Trust expertisePublic accounting experienceClient relationship managementAttention managementEntrepreneurial mindsetCommunicationLeadership skills

Required

8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
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

Preferred

Master's degree preferred

Benefits

Paid medical benefits
401(k)

Company

Platform Accounting Group

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Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.
dateFounded in 2015
location
Salt Lake City, Utah, USA
people-size1001-5000 employees
web-link
https://platformag.com

H1B Sponsorship

Platform Accounting Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (2)

Funding

Current Stage
Late Stage
Total Funding
$85M
Key Investors
The Cynosure Group
2024-02-06Private Equity· $85M

Leadership Team

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Reyes Florez
Founder & CEO
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Recent News

Accounting Today
Platform Accounting Group gets $85M funding round
2024-05-05
Business Wire
Platform Expands Wealth Management Offering, Accelerating Growth of Platform Advisors Arm
2024-05-05
Utah Business
Platform Accounting Group, Nursa, Maverik, and Recursion honored as Deal of the Year Award winners - Utah Business
2024-05-05
Company data provided by crunchbase