JOB DETAILS

Trusts & Estates Tax Manager

CompanyPlatform Accounting Group
LocationSan Jose
Work ModeOn Site
PostedJanuary 20, 2026
About The Company
Platform Accounting Group, est. 2015, is a nation-wide group of professional service firms created to preserve the dynamics of small firm culture while incorporating the technology and connectedness of the 21st century. We offer enterprise-grade resources, capabilities and support to local accounting and professional services teams, so they can focus their energy on personal, high-touch relationships with their clients - and thrive in an increasingly challenging environment. Our commitment to common-sense evolution and doing what’s right for the industry means we preserve what’s great about boutique and build on it. We bring a best-in-class client experience to tax, attest, outsourced accounting, ERP consulting services, and soon wealth management.
About the Role

Description

Due to continuing growth, our team is seeking a 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 have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.


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 45 offices in 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:

  • 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

What we look for:

  • 6+ 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

What we offer:

  • 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
Key Skills
Estate PlanningTrust ManagementTax ReviewClient AdvisoryCommunication SkillsManagement SkillsEntrepreneurial MindsetStrategy Development
Categories
Finance & AccountingManagement & LeadershipConsulting
Benefits
Paid Medical Benefits401(k)
Job Information
📋Core Responsibilities
The Trusts & Estates Tax Manager will review and prepare complex Estate & Trust returns and lead consulting efforts in the region. They will also manage the local team and serve as a primary contact for clients.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
168
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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