Platform Accounting Group
Senior Tax Advisor
Platform Accounting Group, San Francisco, California, United States, 94199
Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll‑up‑your‑sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.
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
Prepare complex individual, business (c‑corp, s‑corp, partnerships), exempt & fiduciary tax returns.
Build, maintain and enhance client relationships.
Advise clients on issues related to tax, finance & business practices.
Identify, research, and resolve complex tax issues.
Support manager with various ad‑hoc projects.
What we look for
3+ years of experience preparing a variety of tax returns.
Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance.
Bachelor's Degree Required, Master's Degree Preferred.
EA or CPA required (or actively working towards licensure).
What we offer
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.
Employment details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Accounting/Auditing and Finance Industries: Accounting Location: San Francisco, CA – $190,000–$250,000 per year
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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
Prepare complex individual, business (c‑corp, s‑corp, partnerships), exempt & fiduciary tax returns.
Build, maintain and enhance client relationships.
Advise clients on issues related to tax, finance & business practices.
Identify, research, and resolve complex tax issues.
Support manager with various ad‑hoc projects.
What we look for
3+ years of experience preparing a variety of tax returns.
Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance.
Bachelor's Degree Required, Master's Degree Preferred.
EA or CPA required (or actively working towards licensure).
What we offer
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.
Employment details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Accounting/Auditing and Finance Industries: Accounting Location: San Francisco, CA – $190,000–$250,000 per year
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