Trust & Estates Senior Tax Manager

Trust & Estates Senior Tax Manager

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Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. 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.

As a CPA for the Trust & Estate team, you will collaborate with a growing team of professionals to accomplish client goals.

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 and their owners. With 45 offices in 14 states and more growth on the horizon, we offer flexible work arrangements to support work/life balance.

• Review and prepare complex Estate & Trust returns and court accountings
• Estate & Trust planning including analysis of estate and trust documents
• Lead the firm's consulting and advisory efforts in the region
• Work with and support the firm's Director in leading and managing the local team
• Be a primary point of contact for new clients and clients from retiring partners
• Collaborate with the firm's executive team and Director to develop and execute growth initiatives, product, and services offerings, and operational strategies

• 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 mindset with an interest in strategy and operations

• Market‑leading base compensation
• 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

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Accounting/Auditing and Finance
• Industries:
  Accounting