What are the responsibilities and job description for the Senior Tax & Assurance Advisor position at Platform Accounting Group?
Description
As a Senior Tax & Assurance Advisor at Platform Accounting Group, you will engage in diverse public accounting tasks, including tax preparation, financial statement audits, reviews and compilations, and consulting. We seek results-driven problem solvers who thrive in a fast-paced, multitasking environment, embrace change, and welcome challenges. Delivering exceptional service and meticulous oversight to our clients is the cornerstone of our firm.
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 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:
As a Senior Tax & Assurance Advisor at Platform Accounting Group, you will engage in diverse public accounting tasks, including tax preparation, financial statement audits, reviews and compilations, and consulting. We seek results-driven problem solvers who thrive in a fast-paced, multitasking environment, embrace change, and welcome challenges. Delivering exceptional service and meticulous oversight to our clients is the cornerstone of our firm.
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 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 audit, review, and compilation engagements, ensuring quality, accuracy, and compliance with professional standards
- Prepare and review financial statements (including full footnote disclosures) for assurance engagements
- Perform and oversee advanced analytical reviews of client financial data, identifying key insights and trends.
- Review client books and records, recommend and implement adjustments to ensure compliance with GAAP
- Oversee and mentor staff on assurance and tax engagements, providing technical guidance and review support
- Utilize various trial balance, depreciation, tax, and assurance software to manage and organize engagement documentation
- Prepare and review a wide variety of complex tax returns, including S corporations, C corporations, partnerships, LLCs, individuals, and trusts.
- Collaborate with partners and managers to identify client service opportunities and strengthen client relationships
- Bachelor’s degree in accounting or related field required, master’s degree preferred
- 3 years’ experience in the public accounting industry, preferably with both tax and audit experience
- EA or CPA required (or actively working towards licensure)
- Excellent communication, attention to detail, strong analytical skills
- Proficient with accounting software, and ability to learn new systems quickly
- Excellent customer service and interpersonal skills
- Proactive problem solving and ability to self-manage projects
- Experience with Ultra Tax and Checkpoint Engage a plus
- Strong knowledge of QuickBooks and Excel
- Tremendous opportunity for advancement within a rapidly growing professional services firm
- Ongoing informal and formal training and development
- Very competitive compensation
- 401(k) and medical benefits
- Firm sponsored continuing education
