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Senior Assurance Manager (External Audits) at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
External Audit, Risk Management, Internal Controls, Governance, Attest Engagements, Project Management, Data Analytics, Financial Reporting, Compliance, Team Leadership, Critical Thinking, Analytical Skills, Communication Skills, Microsoft Office Suite
Specialization
Candidates must have 7-10 years of progressive external audit experience and a bachelor's degree in accounting, finance, or a related field. A professional certification such as a CPA is required, along with strong knowledge of auditing standards and risk assessment techniques.
Experience Required
Minimum 5 year(s)
Tax & Assurance Manager at Platform Accounting Group
Redding, California, United States - Full Time
Skills Needed
Tax Preparation, Assurance, Audit, Financial Statement Analysis, Leadership, Client Relationship Management, Gaap, Staff Mentoring, Strategic Planning, Business Development, Internal Controls, Accounting Processes, Problem Solving, Communication, Technical Guidance
Specialization
Candidates must have 6+ years of public accounting experience with a mix of tax and assurance work. A Bachelor’s degree in Accounting and a CPA license are required, with strong knowledge of GAAP and federal/state tax regulations.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
South San Francisco, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Management, Strategic Planning, Mentoring, Workflow Management, Relationship Management, Tax Return Preparation, Individual Tax, Corporate Tax, Partnership Tax, Estate Tax, Financial Advisory, Business Advisory, Operational Strategy, Cpa
Specialization
Candidates must have at least 6 years of experience in tax return preparation and review, along with a bachelor's degree in accounting. A CPA or EA certification is required, and prior team management experience is considered a major plus.
Experience Required
Minimum 5 year(s)
Tax Advisor at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Tax Preparation, Tax Compliance, Tax Planning, Bookkeeping, Payroll, Sales Tax, Client Relationship Management, Financial Analysis, Research, Problem Solving
Specialization
Candidates must have a Bachelor's degree and 0-3 years of experience in tax preparation. Possession of or progress toward an EA or CPA certification is highly desired.
Senior Tax Manager at Platform Accounting Group
South San Francisco, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Planning, Management, Tax Return Preparation, Business Tax, Individual Tax, Trust Tax, Consulting, Staff Leadership, Research, Training, Development, Relationship Management, Communication, Operations
Specialization
Candidates must have 7-12 years of experience in tax preparation and review, along with a Bachelor's degree and a CPA or EA certification. Strong leadership, communication skills, and an entrepreneurial mindset are essential for this role.
Experience Required
Minimum 10 year(s)
Seasonal Receptionist at Platform Accounting Group
Orangeburg, New York, United States - Full Time
Skills Needed
Clerical Skills, Administrative Skills, Organizational Skills, Attention To Detail, Multi Tasking, Communication Skills, Problem Solving, Data Entry, Customer Service, Technology Adaptability, Project Management, Microsoft Office Proficiency, Analytical Skills, Independent Work, Positive Attitude, Flexibility
Specialization
Candidates should have at least one year of professional office experience and be proficient in Microsoft Office. Strong attention to detail, excellent communication skills, and the ability to manage multiple tasks are essential for this role.
Administrative Assistant at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Data Entry, Communication, Customer Service, Analytical Skills, Problem Solving, Microsoft Office Suite, Multi Tasking, Technology Adaptation
Specialization
Candidates must possess at least one year of professional office experience and proficiency with the Microsoft Office suite, along with strong attention to detail and the ability to multi-task. A minimum of an Associate's degree is required, while a Bachelor's degree is preferred, alongside excellent communication and problem-solving skills.
Accounts Payable Clerk at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Accounts Payable, Bookkeeping, Data Entry, 10 Key Proficiency, Ms Office, Bill.Com, Divvy, Financial Reporting, Reconciliation, Vendor Management, Expense Accounts, Cost Centers, Compliance, W 9, Sales Tax
Specialization
Candidates must have proven experience in accounts payable and a solid understanding of bookkeeping principles. Proficiency in MS Office, 10-Key data entry, and experience with Bill.com or Divvy software are required.
Experience Required
Minimum 2 year(s)
Business Advisory Manager at Platform Accounting Group
Santa Rosa, California, United States - Full Time
Skills Needed
Financial Reporting, Cost Accounting, Gaap Compliance, Inventory Accounting, Client Communication, Analytical Skills, Accounting Software, Internal Controls, Supervision, Project Management, Advisory Guidance, System Implementation, Risk Management, Insurance Coordination, Financial Operations, Technical Expertise
Specialization
Candidates must possess over six years of professional accounting experience with a strong background in financial reporting, cost accounting, and GAAP compliance, specifically requiring experience in the wine industry. A Bachelor's degree is required, and a CPA is preferred, alongside superior technical expertise and excellent communication skills.
Experience Required
Minimum 5 year(s)
Administrative Assistant at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Clerical Services, Administrative Support, Data Entry, Microsoft Office Suite, Attention To Detail, Multi Tasking, Verbal Communication, Written Communication, Customer Service, Analytical Skills, Project Management, Problem Solving, Technology Adaptation, Organization, Time Management
Specialization
Candidates must have at least one year of professional office experience and proficiency with the Microsoft Office suite. An associate's degree is required, while a bachelor's degree is preferred.
Tax Manager at Platform Accounting Group
Bethesda, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Management, Strategy, Mentoring, Workflow Management, Individual Tax Returns, Corporate Tax Returns, Partnership Tax Returns, Estate Tax Returns, Financial Advisory, Business Advisory, Cpa, Ea
Specialization
Candidates must have at least 6 years of experience in tax preparation and review, along with a bachelor's degree in accounting. A CPA or EA certification is required, and prior team management experience is considered a major plus.
Experience Required
Minimum 5 year(s)
Office Manager at Platform Accounting Group
Costa Mesa, California, United States - Full Time
Skills Needed
Office Management, Project Management, Workflow Management, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Business Writing, Customer Service, Scheduling, Data Entry, Problem Solving, Analytical Skills, Multi Tasking, Attention To Detail
Specialization
Candidates must have at least 2 years of professional office experience and proficiency in Microsoft Office and QuickBooks. An Associate's degree is required, with a Bachelor's degree preferred.
Experience Required
Minimum 2 year(s)
Senior Staff Accountant / Bookkeeper at Platform Accounting Group
Santa Rosa, California, United States - Full Time
Skills Needed
Bookkeeping, Payroll, Business Advising, General Accounting, Reconciliation, Journal Entries, Financial Reporting, Gaap Adherence, Payroll Tax Returns, Sales Tax Returns, Fixed Assets Reporting, Risk Assessment, Compliance Assessment, Staff Oversight, Project Management, Client Relationship Management
Specialization
Candidates must possess 3 to 5 years of professional accounting experience, preferably across multiple clients or industries, with superior accuracy and technical expertise. A Bachelor's degree is preferred, an Associate's degree is required, and experience with QuickBooks is essential.
Experience Required
Minimum 2 year(s)
Audit Supervisor at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Audit, Financial Analysis, Internal Controls, Accounting Procedures, Public Accounting, Construction Audits, Real Estate Audits, Paperless Audit Software, Pfx Engagement, Client Engagement, Staff Training, Business Development, Organizational Skills, Communication Skills, Interpersonal Skills, Attention To Detail
Specialization
Candidates must have at least 5 years of experience in public accounting audit work and hold a bachelor's degree or higher in accounting. A CPA certification is preferred, along with experience in construction and real estate audits and proficiency with paperless audit software.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Goleta, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Planning, Management, Tax Return Preparation, Consulting, Research, Training, Development, Relationship Management, Communication, Attention Management, Entrepreneurship, Operations
Specialization
Candidates must have 7-12 years of experience in tax preparation and review, along with a Bachelor's degree and a CPA or EA certification. Strong leadership, communication, and entrepreneurial skills are required to manage staff and client engagements effectively.
Experience Required
Minimum 10 year(s)
Tax Director at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Tax Return Preparation, Tax Return Review, Leadership, Strategic Planning, Client Relationship Management, Staff Management, Operational Strategy, Consulting, Advisory Services, Research, Training, Performance Management, Communication, Attention Management, Entrepreneurial Mindset
Specialization
Candidates must have 8-15 years of progressive experience in tax return preparation and review, along with a Bachelor's degree. A professional credential such as CPA, JD, LLM, or EA is required, as well as proven experience in staff management and client relations.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Planning, Management, Tax Return Preparation, Business Tax, Individual Tax, Trust Tax, Consulting, Advisory, Staff Training, Staff Development, Relationship Management, Communication, Operations Management
Specialization
Candidates must have 7-12 years of experience in tax preparation and review, along with a Bachelor's degree and a CPA or EA certification. Strong leadership, communication, and entrepreneurial skills are required to manage staff and client engagements effectively.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Chicago, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Relationship Ownership, Tax Return Preparation, Tax Return Review, Advisory Services, Retention Strategy, Growth Strategy, Operational Strategies
Specialization
Candidates must possess a minimum of 6 years of experience preparing and reviewing individual, corporate, partnership, and estate tax returns, along with a Bachelor's degree or higher in accounting. A CPA or EA certification is required, and prior team management experience is considered a major advantage.
Experience Required
Minimum 5 year(s)
Staff Accountant/Bookkeeper at Platform Accounting Group
Boca Raton, Florida, United States - Full Time
Skills Needed
Bookkeeping, General Accounting, Transaction Entry, Reconciliation, Accounts Payable, Accounts Receivable, Accounting Software, Financial Reporting, Sales Tax Filing, Payroll Reporting, Client Relationship Management, Communication, Attention To Detail, Analytical Skills, Customer Service, Problem Solving
Specialization
Candidates must possess an Associate degree, with a Bachelor's degree preferred, and have 1 to 5 years of professional bookkeeping or accounting experience. Essential qualifications include excellent communication, strong analytical skills, proficiency with accounting software, and the ability to self-manage projects proactively.
Experience Required
Minimum 2 year(s)
Junior Account Manager at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Bookkeeping Assistance, Accounting Duties, Administrative Duties, Clerical Assistance, Organizational Assistance, Contract Analysis, Cash Receipts, Cash Disbursements, Financial Projections, Insurance Analysis, Credit Card Monitoring, Quickbooks, Microsoft Office Programs, Communication, Delegation
Specialization
Candidates must possess professional experience within a Business Management and/or Accounting Firm, ideally working with high-net-worth individuals and executives. Essential requirements include excellent computer skills with Microsoft Office, strong proficiency in QuickBooks accounting software, and effective written and verbal communication abilities.
Experience Required
Minimum 2 year(s)
Senior Assurance Manager (External Audits) at Platform Accounting Group
Danville, California, United States -
Full Time

Start Date

Immediate

Expiry Date

15 Jul, 26

Salary

185000.0

Posted On

16 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

External audit, Risk management, Internal controls, Governance, Attest engagements, Project management, Data analytics, Financial reporting, Compliance, Team leadership, Critical thinking, Analytical skills, Communication skills, Microsoft Office Suite

Industry

Accounting

Description
Description Due to continuing growth, we are seeking a Senior Assurance Manager to join our team. This person will be responsible for leading the planning, execution, and reporting of risk-based audits across the organization. You will ensure attest engagements are conducted in accordance with professional standards and organizational policies. The Senior Assurance Manager provides strategic counsel to executive management and the internal Audit team on risk management, internal controls, and governance processes. 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: Assist with the development and execution of an annual risk-based internal audit plan that aligns with the organization’s objectives and addresses key risks across operations, finance, compliance, IT, and other areas. Plan and lead complex attest engagements including audits, reviews, and compilations from planning through reporting, ensuring engagements are conducted objectively and in adherence to standards. Evaluate the design and operating effectiveness of internal control systems and risk management practices for clients and internally across the organization. Identify control gaps, ineffective processes, and areas of risk exposure through audit testing and analyses. Develop practical recommendations to strengthen governance, enhance risk management capabilities, and improve efficiency and effectiveness of operations. Prepare comprehensive audit reports that document audit scope, findings, risks, conclusions, and recommendations. Conduct quality assurance reviews to ensure engagements are carried out according to standards and organizational policies. Consult with internal department leaders and process owners to advise on risks, controls, and opportunities for operational improvement. Monitor implementation of internal recommendations and management action plans to remediate deficiencies. Report on internal monitoring activities and key issues to executive leadership. Establish and maintain collaborative relationships with external auditors and regulators as required. What we look for: 7-10 years of progressive external audit experience, including team leadership and managing complex attest engagements across various industries Bachelor’s degree in accounting, Finance, Business Administration, or a related field from an accredited university is required. Master's degree preferred. Professional certification is required: CPA or other relevant professional certifications. In-depth knowledge of internal auditing standards, methodologies, risk assessment techniques, and control frameworks. Knowledge of relevant laws, regulations, and industry standards impacting the organization. Understanding of data analytics tools and techniques used in auditing. Exceptional project management skills to plan and execute complex audits. Strong analytical and critical thinking skills. Excellent written and verbal communication skills Proficient computer skills including Microsoft Office Suite, data analytics tools, and auditing file and checklist systems. Ability to synthesize data from multiple sources and provide insightful recommendations. 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. The expected salary range for this role is $125,000 - $185,000 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.
Responsibilities
The Senior Assurance Manager will lead the planning, execution, and reporting of risk-based audits while providing strategic counsel to executive management on governance and internal controls. They will also evaluate control effectiveness, identify risk exposure, and monitor the implementation of remediation plans.
Senior Assurance Manager (External Audits) at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
External Audit, Risk Management, Internal Controls, Governance, Attest Engagements, Project Management, Data Analytics, Financial Reporting, Compliance, Team Leadership, Critical Thinking, Analytical Skills, Communication Skills, Microsoft Office Suite
Specialization
Candidates must have 7-10 years of progressive external audit experience and a bachelor's degree in accounting, finance, or a related field. A professional certification such as a CPA is required, along with strong knowledge of auditing standards and risk assessment techniques.
Experience Required
Minimum 5 year(s)
Tax & Assurance Manager at Platform Accounting Group
Redding, California, United States - Full Time
Skills Needed
Tax Preparation, Assurance, Audit, Financial Statement Analysis, Leadership, Client Relationship Management, Gaap, Staff Mentoring, Strategic Planning, Business Development, Internal Controls, Accounting Processes, Problem Solving, Communication, Technical Guidance
Specialization
Candidates must have 6+ years of public accounting experience with a mix of tax and assurance work. A Bachelor’s degree in Accounting and a CPA license are required, with strong knowledge of GAAP and federal/state tax regulations.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
South San Francisco, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Management, Strategic Planning, Mentoring, Workflow Management, Relationship Management, Tax Return Preparation, Individual Tax, Corporate Tax, Partnership Tax, Estate Tax, Financial Advisory, Business Advisory, Operational Strategy, Cpa
Specialization
Candidates must have at least 6 years of experience in tax return preparation and review, along with a bachelor's degree in accounting. A CPA or EA certification is required, and prior team management experience is considered a major plus.
Experience Required
Minimum 5 year(s)
Tax Advisor at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Tax Preparation, Tax Compliance, Tax Planning, Bookkeeping, Payroll, Sales Tax, Client Relationship Management, Financial Analysis, Research, Problem Solving
Specialization
Candidates must have a Bachelor's degree and 0-3 years of experience in tax preparation. Possession of or progress toward an EA or CPA certification is highly desired.
Senior Tax Manager at Platform Accounting Group
South San Francisco, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Planning, Management, Tax Return Preparation, Business Tax, Individual Tax, Trust Tax, Consulting, Staff Leadership, Research, Training, Development, Relationship Management, Communication, Operations
Specialization
Candidates must have 7-12 years of experience in tax preparation and review, along with a Bachelor's degree and a CPA or EA certification. Strong leadership, communication skills, and an entrepreneurial mindset are essential for this role.
Experience Required
Minimum 10 year(s)
Seasonal Receptionist at Platform Accounting Group
Orangeburg, New York, United States - Full Time
Skills Needed
Clerical Skills, Administrative Skills, Organizational Skills, Attention To Detail, Multi Tasking, Communication Skills, Problem Solving, Data Entry, Customer Service, Technology Adaptability, Project Management, Microsoft Office Proficiency, Analytical Skills, Independent Work, Positive Attitude, Flexibility
Specialization
Candidates should have at least one year of professional office experience and be proficient in Microsoft Office. Strong attention to detail, excellent communication skills, and the ability to manage multiple tasks are essential for this role.
Administrative Assistant at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Data Entry, Communication, Customer Service, Analytical Skills, Problem Solving, Microsoft Office Suite, Multi Tasking, Technology Adaptation
Specialization
Candidates must possess at least one year of professional office experience and proficiency with the Microsoft Office suite, along with strong attention to detail and the ability to multi-task. A minimum of an Associate's degree is required, while a Bachelor's degree is preferred, alongside excellent communication and problem-solving skills.
Accounts Payable Clerk at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Accounts Payable, Bookkeeping, Data Entry, 10 Key Proficiency, Ms Office, Bill.Com, Divvy, Financial Reporting, Reconciliation, Vendor Management, Expense Accounts, Cost Centers, Compliance, W 9, Sales Tax
Specialization
Candidates must have proven experience in accounts payable and a solid understanding of bookkeeping principles. Proficiency in MS Office, 10-Key data entry, and experience with Bill.com or Divvy software are required.
Experience Required
Minimum 2 year(s)
Business Advisory Manager at Platform Accounting Group
Santa Rosa, California, United States - Full Time
Skills Needed
Financial Reporting, Cost Accounting, Gaap Compliance, Inventory Accounting, Client Communication, Analytical Skills, Accounting Software, Internal Controls, Supervision, Project Management, Advisory Guidance, System Implementation, Risk Management, Insurance Coordination, Financial Operations, Technical Expertise
Specialization
Candidates must possess over six years of professional accounting experience with a strong background in financial reporting, cost accounting, and GAAP compliance, specifically requiring experience in the wine industry. A Bachelor's degree is required, and a CPA is preferred, alongside superior technical expertise and excellent communication skills.
Experience Required
Minimum 5 year(s)
Administrative Assistant at Platform Accounting Group
Salisbury, Maryland, United States - Full Time
Skills Needed
Clerical Services, Administrative Support, Data Entry, Microsoft Office Suite, Attention To Detail, Multi Tasking, Verbal Communication, Written Communication, Customer Service, Analytical Skills, Project Management, Problem Solving, Technology Adaptation, Organization, Time Management
Specialization
Candidates must have at least one year of professional office experience and proficiency with the Microsoft Office suite. An associate's degree is required, while a bachelor's degree is preferred.
Tax Manager at Platform Accounting Group
Bethesda, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Management, Strategy, Mentoring, Workflow Management, Individual Tax Returns, Corporate Tax Returns, Partnership Tax Returns, Estate Tax Returns, Financial Advisory, Business Advisory, Cpa, Ea
Specialization
Candidates must have at least 6 years of experience in tax preparation and review, along with a bachelor's degree in accounting. A CPA or EA certification is required, and prior team management experience is considered a major plus.
Experience Required
Minimum 5 year(s)
Office Manager at Platform Accounting Group
Costa Mesa, California, United States - Full Time
Skills Needed
Office Management, Project Management, Workflow Management, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Business Writing, Customer Service, Scheduling, Data Entry, Problem Solving, Analytical Skills, Multi Tasking, Attention To Detail
Specialization
Candidates must have at least 2 years of professional office experience and proficiency in Microsoft Office and QuickBooks. An Associate's degree is required, with a Bachelor's degree preferred.
Experience Required
Minimum 2 year(s)
Senior Staff Accountant / Bookkeeper at Platform Accounting Group
Santa Rosa, California, United States - Full Time
Skills Needed
Bookkeeping, Payroll, Business Advising, General Accounting, Reconciliation, Journal Entries, Financial Reporting, Gaap Adherence, Payroll Tax Returns, Sales Tax Returns, Fixed Assets Reporting, Risk Assessment, Compliance Assessment, Staff Oversight, Project Management, Client Relationship Management
Specialization
Candidates must possess 3 to 5 years of professional accounting experience, preferably across multiple clients or industries, with superior accuracy and technical expertise. A Bachelor's degree is preferred, an Associate's degree is required, and experience with QuickBooks is essential.
Experience Required
Minimum 2 year(s)
Audit Supervisor at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Audit, Financial Analysis, Internal Controls, Accounting Procedures, Public Accounting, Construction Audits, Real Estate Audits, Paperless Audit Software, Pfx Engagement, Client Engagement, Staff Training, Business Development, Organizational Skills, Communication Skills, Interpersonal Skills, Attention To Detail
Specialization
Candidates must have at least 5 years of experience in public accounting audit work and hold a bachelor's degree or higher in accounting. A CPA certification is preferred, along with experience in construction and real estate audits and proficiency with paperless audit software.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Goleta, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Planning, Management, Tax Return Preparation, Consulting, Research, Training, Development, Relationship Management, Communication, Attention Management, Entrepreneurship, Operations
Specialization
Candidates must have 7-12 years of experience in tax preparation and review, along with a Bachelor's degree and a CPA or EA certification. Strong leadership, communication, and entrepreneurial skills are required to manage staff and client engagements effectively.
Experience Required
Minimum 10 year(s)
Tax Director at Platform Accounting Group
Hamilton Township, New Jersey, United States - Full Time
Skills Needed
Tax Return Preparation, Tax Return Review, Leadership, Strategic Planning, Client Relationship Management, Staff Management, Operational Strategy, Consulting, Advisory Services, Research, Training, Performance Management, Communication, Attention Management, Entrepreneurial Mindset
Specialization
Candidates must have 8-15 years of progressive experience in tax return preparation and review, along with a Bachelor's degree. A professional credential such as CPA, JD, LLM, or EA is required, as well as proven experience in staff management and client relations.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
Danville, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Strategic Planning, Management, Tax Return Preparation, Business Tax, Individual Tax, Trust Tax, Consulting, Advisory, Staff Training, Staff Development, Relationship Management, Communication, Operations Management
Specialization
Candidates must have 7-12 years of experience in tax preparation and review, along with a Bachelor's degree and a CPA or EA certification. Strong leadership, communication, and entrepreneurial skills are required to manage staff and client engagements effectively.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Chicago, Illinois, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Relationship Ownership, Tax Return Preparation, Tax Return Review, Advisory Services, Retention Strategy, Growth Strategy, Operational Strategies
Specialization
Candidates must possess a minimum of 6 years of experience preparing and reviewing individual, corporate, partnership, and estate tax returns, along with a Bachelor's degree or higher in accounting. A CPA or EA certification is required, and prior team management experience is considered a major advantage.
Experience Required
Minimum 5 year(s)
Staff Accountant/Bookkeeper at Platform Accounting Group
Boca Raton, Florida, United States - Full Time
Skills Needed
Bookkeeping, General Accounting, Transaction Entry, Reconciliation, Accounts Payable, Accounts Receivable, Accounting Software, Financial Reporting, Sales Tax Filing, Payroll Reporting, Client Relationship Management, Communication, Attention To Detail, Analytical Skills, Customer Service, Problem Solving
Specialization
Candidates must possess an Associate degree, with a Bachelor's degree preferred, and have 1 to 5 years of professional bookkeeping or accounting experience. Essential qualifications include excellent communication, strong analytical skills, proficiency with accounting software, and the ability to self-manage projects proactively.
Experience Required
Minimum 2 year(s)
Junior Account Manager at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Bookkeeping Assistance, Accounting Duties, Administrative Duties, Clerical Assistance, Organizational Assistance, Contract Analysis, Cash Receipts, Cash Disbursements, Financial Projections, Insurance Analysis, Credit Card Monitoring, Quickbooks, Microsoft Office Programs, Communication, Delegation
Specialization
Candidates must possess professional experience within a Business Management and/or Accounting Firm, ideally working with high-net-worth individuals and executives. Essential requirements include excellent computer skills with Microsoft Office, strong proficiency in QuickBooks accounting software, and effective written and verbal communication abilities.
Experience Required
Minimum 2 year(s)