What are the responsibilities and job description for the Tax & Assurance Manager position at Platform Accounting Group?
Description
Due to continuing growth, we are seeking a Tax & Assurance Manager with an entrepreneurial spirit and a drive to get things done. This role combines hands-on tax and assurance work with leadership, strategy, and client advisory responsibilities. The ideal candidate is a motivated problem-solver who enjoys collaborating across teams, mentoring others, and building strong client relationships. As a member of our leadership team, you will have the opportunity to shape client success, contribute to firm growth, and help execute our shared vision for excellence.
Who we are:
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. We currently have 48 offices across 14 states with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
Due to continuing growth, we are seeking a Tax & Assurance Manager with an entrepreneurial spirit and a drive to get things done. This role combines hands-on tax and assurance work with leadership, strategy, and client advisory responsibilities. The ideal candidate is a motivated problem-solver who enjoys collaborating across teams, mentoring others, and building strong client relationships. As a member of our leadership team, you will have the opportunity to shape client success, contribute to firm growth, and help execute our shared vision for excellence.
Who we are:
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. We currently have 48 offices across 14 states with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
- 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.
- 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.
- 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.