Tax & Assurance Manager jobs in United States
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Platform Accounting Group · 2 months ago

Tax & Assurance Manager

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. They are seeking a Tax & Assurance Manager to lead client engagements, oversee tax return preparations, analyze financial statements, and mentor staff while contributing to firm growth and client success.

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H1B Sponsor Likelynote

Responsibilities

Lead and manage client engagements across tax and assurance services, serving as the primary relationship owner and advisor
Oversee preparation and review of individual, corporate, partnership, fiduciary, and exempt organization tax returns, as well as audit, review, and compilation engagements
Analyze financial statements and business operations to identify improvements in tax efficiency, internal controls, and accounting processes
Coach, mentor, and train staff, providing technical guidance, feedback, and professional development opportunities
Manage engagement budgets, workflow, and timelines to ensure accuracy, efficiency, and client satisfaction
Collaborate with firm leadership to drive client growth, retention, and operational excellence through business development and strategic planning

Qualification

CPATax complianceGAAP knowledgePublic accounting experienceAudit standardsAnalytical skillsClient relationship managementCommunication skillsProblem-solving skillsLeadership

Required

6+ years of public accounting experience with a mix of tax and assurance work
Bachelor's degree or higher in Accounting; CPA required (EA accepted for strong tax-focused candidates)
Proven ability to manage client relationships and lead/develop professional staff
Strong knowledge of GAAP, audit standards, and federal/state tax regulations
Excellent communication, analytical, and problem-solving skills
Collaborative, growth-minded leader with an interest in diverse industries and continuous learning

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.

Company

Platform Accounting Group

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Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.

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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Company data provided by crunchbase