Our firm is seeking a visionary leader with a passion for innovation and strategy. As a key part of Platform’s management team, our Directors play a pivotal role in shaping the future of both their local offices and our entire organization. This role demands a strong sense of leadership and foresight while managing the day-to-day activities of the firm. We depend on our Directors to develop and execute the firm's vision within their respective offices.

**This role is supporting our office in Costa Mesa, CA with flexibility for a hybrid schedule**

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 50+ offices across 15 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:

• Serve as the firm's leader and manager
• Become the primary point of contact for the firm's existing client base
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies
• Review individual, corporate, partnership and trust tax returns; assign work and oversee operations
• Oversee the firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and performance

What we look for:

• 8 - 15 years of progressive experience preparing and reviewing individual, corporate, partnership and estate tax returns
• Bachelor's degree required; Master’s degree preferred
• CPA, JD, LLM or EA 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
• Annual Bonus
• Commissions for new client growth + profit sharing
• Paid medical benefits and 401(k)
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

The expected salary range for this role is $135,000 - $225,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.

Applications will be accepted until the position is filled.