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Platform Accounting Group

Senior Tax Advisor

Platform Accounting Group, California, Missouri, United States, 65018

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Senior Tax Advisor

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Platform Accounting Group .

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.

This role will be supporting our office located in Los Gatos, CA called Bayshore Tax & Consulting

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 48 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

Seniority level:

Mid‑Senior level

Employment type:

Full‑time

Job function:

Accounting/Auditing and Finance

Industries:

Accounting

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