Tax Manager

As a Tax Manager at Platform Accounting Group, your responsibilities will include preparing and reviewing various tax returns, providing advisory services related to tax and business practices, coaching staff, and managing office workflows. You will also take the lead on client engagements and collaborate with our Tax Director to develop and implement strategies that drive the firm's growth.

To be considered for the Tax Manager position at Platform Accounting Group, candidates should have at least 6 years of experience in tax preparation and review, a BA or higher degree in accounting, and hold a CPA or EA certification. Prior experience in team management is a significant plus for applicants.

Platform Accounting Group offers a professional yet dynamic work environment that prioritizes work-life balance. With flexible work arrangements, you'll be able to manage your time effectively while contributing to a collaborative and supportive team focused on delivering exceptional client service.

As a Tax Manager at Platform Accounting Group, you'll enjoy opportunities for advancement within our rapidly growing professional services firm. We are committed to your personal and professional development, providing ongoing informal and formal training that prepares you for future leadership roles.

Platform Accounting Group supports its employees by offering firm-sponsored continuing education programs. This ensures our Tax Managers stay updated on industry changes and best practices, enhancing their skills for better client service and career advancement.

When answering this question, focus on the variety of tax returns you’ve dealt with, your role in the preparation process, and any instances where you've identified significant opportunities for your clients. Highlight specific challenges faced and how you overcame them to provide effective tax solutions.

Discuss your approach to building trust and rapport with clients by being responsive, understanding their unique needs, and proactively addressing their concerns. Share specific examples of how you have maintained long-term relationships through excellent service.

Share an example that illustrates your mentoring style, focusing on how you approached the situation with patience and clarity. Discuss the outcome and any skills the junior staff member enhanced through your guidance.

Explain your methods for professional development, such as attending workshops, participating in webinars, and reading industry news. Mention any professional associations you are part of that help keep you informed.

Describe how you assess each client's needs, set deadlines, and use tools for time management. Discuss any specific experiences where your prioritization led to successful outcomes for clients even under tight schedules.

Share your insights on common challenges such as staying compliant with evolving tax laws or managing client expectations. Discuss how your problem-solving skills and adaptability help you navigate these challenges effectively.

Talk about the importance of active listening and ensuring clear communication. Share a specific example where you successfully resolved a disagreement by addressing the client's concerns and providing thorough explanations of the tax processes involved.

Highlight your experience in mentoring junior staff, sharing knowledge during team meetings, or creating training resources. Emphasize the positive impact of your contributions on the overall performance and morale of the team.

Discuss your proactive approach to understanding client needs and providing tailored solutions. Mention any tools or methods you use to track client satisfaction and how you leverage that information to foster long-term relationships.

Share your enthusiasm for joining a rapidly growing firm like Platform Accounting Group. Discuss how the company’s values align with your professional goals and your excitement to contribute to its vision and the success of its clients.