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Manager of FP&A at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Financial Modeling, Variance Analysis, Data Systems, Kpi Development, Project Organization, Analytical Skills, Problem Solving, Collaboration, Attention To Detail, Stakeholder Management, Netsuite, Private Equity
Specialization
Candidates should have 8+ years of experience in Finance/FP&A, preferably in a fast-growing company with multiple subsidiaries. Strong skills in budgeting, forecasting, and advanced financial modeling are essential.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Annapolis, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Administrative Assistant (Part-Time Contract - 20 hours per week through Ap at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Proactive Problem Solving, Analytical Skills, Microsoft Office Suite, Independent Worker, Adaptability, Project Management, Technology Systems, Clerical Services, Meeting Scheduling, Flexibility
Specialization
Candidates should have at least one year of professional office experience and be proficient with Microsoft Office. An associate's degree is required, while a bachelor's degree is preferred.
Senior Tax Manager at Platform Accounting Group
Bakersfield, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is also required.
Experience Required
Minimum 10 year(s)
Tax Director at Platform Accounting Group
Bakersfield, California, United States - Full Time
Skills Needed
Leadership, Client Relationship Management, Tax Return Preparation, Tax Return Review, Consulting, Advisory, Staff Management, Communication, Attention Management, Entrepreneurial Mindset, Strategic Thinking, Operations Management
Specialization
Candidates should have 8 to 15 years of experience in tax return preparation and review, along with a Bachelor's degree and relevant certifications. Strong communication skills and a proprietor mentality are essential for this role.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Fresno, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Bakersfield, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Workflow Management, Team Management, Retention Strategies, Growth Strategies, Operational Strategies
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Fresno, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Accounts Assistant at Spence Accounting Limited
Grimsby DN32 0LT, , United Kingdom - Full Time
Skills Needed
Bookkeeping
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Senior Tax Advisor at Platform Accounting Group
Newbury Park, CA 91320, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Tax Manager at Platform Accounting Group
New York, New York, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
New York, New York, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Office Manager at Platform Accounting Group
Thousand Oaks, California, United States - Full Time
Skills Needed
Office Management, Customer Service, Project Management, Attention To Detail, Communication Skills, Independent Worker, Problem Solving, Analytical Skills, Technology Adoption, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Professional Writing, Multi Tasking
Specialization
Candidates should have at least 2 years of professional office experience and be proficient in Microsoft Office. An Associate's Degree is required, with a Bachelor's degree preferred.
Experience Required
Minimum 2 year(s)
Tax Advisor at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Tax Preparation, Client Relationships, Accounting Services, Bookkeeping, Payroll, Sales Tax, Tax Issues, Compliance, Tax Planning
Specialization
Candidates should have 0-3 years of experience in tax preparation and a Bachelor's degree, with a Master's degree preferred. An EA or CPA designation is desired or candidates should be actively working towards licensure.
Technical Support Specialist (Level 1) at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Technical Support, Problem Solving, Software Installation, Hardware Troubleshooting, Documentation, Communication Skills, Interpersonal Skills, Remote Support, Microsoft Outlook, Microsoft Excel, Microsoft Word, Asset Management, Technology Projects, Records Maintenance, A+ Certification, Network+ Certification, Microsoft 365 Certified
Specialization
Candidates should have knowledge of a wide range of computer systems, software, and hardware, along with strong communication skills. Experience in providing remote technical support and relevant certifications such as A+ and Network+ are highly desired.
Administrative Assistant at Platform Accounting Group
Roseburg, Oregon, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Proactive Problem Solving, Analytical Skills, Microsoft Office Suite, Independent Worker, Adaptability, Project Management, Technology Learning, Flexibility, Positive Attitude
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An associate's degree is required, while a bachelor's degree is preferred.
Bookkeeper/Junior Accountant at DFRZ Accounting Group LLP
Langley, BC V2Y 2C1, Canada - Full Time
Skills Needed
Accountedge, Microsoft Office, Bookkeeping, Sage, Microsoft Excel, Quickbooks, Secondary Education, Discretion, Xero, Communication Skills, English
Specialization
Accounting
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Administrative Assistant at Platform Accounting Group
Chicago, Illinois, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Analytical Skills, Proactive Problem Solving, Microsoft Office Suite, Independent Worker, Adaptability, Project Management
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An Associate's degree is required, while a Bachelor's degree is preferred.
Senior Audit Advisor at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Audit, Assurance, Client Service, Compliance, Documentation, Communication, Organizational Skills, Attention To Detail, Research, Risk Identification, Team Leadership, Training, Data Analysis, Problem Solving, Financial Statements, Ethical Standards
Specialization
Candidates should have 2-5 years of professional audit experience and a strong understanding of accounting practices. A Bachelor's degree is required, with a CPA preferred or eligibility within 2 years.
Experience Required
Minimum 2 year(s)
Tax Manager at Platform Accounting Group
Nashville, Tennessee, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Manager of FP&A at Platform Accounting Group
Cottonwood Heights, Utah, United States -
Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Analysis, Budgeting, Forecasting, Financial Modeling, Variance Analysis, Data Systems, KPI Development, Project Organization, Analytical Skills, Problem-Solving, Collaboration, Attention to Detail, Stakeholder Management, NetSuite, Private Equity

Industry

Accounting

Description
Description Due to continuing growth, we are seeking a Manager of FP&A to join our team. The Manager of FP&A will assist in analyzing financial data to guide business strategies and financial planning. This role requires cross-functional collaboration with multiple departments across the organization. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 28 offices in 11 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: Financial point of contact for key stakeholders across multiple subsidiaries/functions – providing guidance on performance, pricing, KPIs and ad-hoc analytics Create financial models, including forecasting, budgeting, and long-range planning to support decision-making. Partner with extended finance & cross-functional teams to support month-end close, performance review, variance analysis on actuals vs. budgets. Analyze monthly results and/or trending data to support the monthly estimate and include risk and opportunity assessments. Refine data systems and tools to track performance, provide reporting solutions and enhance operational insights. Develop key highlights/KPIs to track growth initiatives and identify areas of improvements in profitability and cost productivity. Build outstanding and effective relationships with cross-functional teams and different business subsidiaries. Managing annual Budgeting, Forecasting, and long-range financial planning process Presenting to senior management, directors, and other key leadership figures Analyzing past financial performance, prepare competitor analysis, and examine market trends along with commentary for management. Providing financial insights and projections to the accounting team What we look for: 8+ years of progressive experience and demonstrated growth in Finance/FP&A positions. Experience in a private equity portfolio company is a major plus Experience working in a fast-growing company with multiple subsidiaries and business lines. Self-driven with proven ability to collaborate with multiple stakeholders in making process improvements and implementation of new operational processes. Strong FP&A experience in budgeting, forecasting, month end close, reporting, and advanced financial modeling skills. High degree of project organization and efficiency with demonstrated attention to details Superior analytical and problem-solving skills with a focus on attention to detail while delivering against tight deadlines. Strong track record of maintaining relationships and communicating with a wide range of partners. Ability to prioritize workload and manage multiple projects and tasks to best support company strategic initiatives and long-term targets. Keen attention to detail working with large data sets. Experience with NetSuite and NetSuite Planning and Budgeting a plus 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. Where we work: This position requires you to be onsite.
Responsibilities
The Manager of FP&A will analyze financial data to guide business strategies and financial planning while collaborating with multiple departments. Responsibilities include creating financial models, supporting month-end close, and presenting insights to senior management.
Manager of FP&A at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Financial Analysis, Budgeting, Forecasting, Financial Modeling, Variance Analysis, Data Systems, Kpi Development, Project Organization, Analytical Skills, Problem Solving, Collaboration, Attention To Detail, Stakeholder Management, Netsuite, Private Equity
Specialization
Candidates should have 8+ years of experience in Finance/FP&A, preferably in a fast-growing company with multiple subsidiaries. Strong skills in budgeting, forecasting, and advanced financial modeling are essential.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Annapolis, Maryland, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Administrative Assistant (Part-Time Contract - 20 hours per week through Ap at Platform Accounting Group
Los Angeles, California, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Proactive Problem Solving, Analytical Skills, Microsoft Office Suite, Independent Worker, Adaptability, Project Management, Technology Systems, Clerical Services, Meeting Scheduling, Flexibility
Specialization
Candidates should have at least one year of professional office experience and be proficient with Microsoft Office. An associate's degree is required, while a bachelor's degree is preferred.
Senior Tax Manager at Platform Accounting Group
Bakersfield, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is also required.
Experience Required
Minimum 10 year(s)
Tax Director at Platform Accounting Group
Bakersfield, California, United States - Full Time
Skills Needed
Leadership, Client Relationship Management, Tax Return Preparation, Tax Return Review, Consulting, Advisory, Staff Management, Communication, Attention Management, Entrepreneurial Mindset, Strategic Thinking, Operations Management
Specialization
Candidates should have 8 to 15 years of experience in tax return preparation and review, along with a Bachelor's degree and relevant certifications. Strong communication skills and a proprietor mentality are essential for this role.
Experience Required
Minimum 10 year(s)
Tax Manager at Platform Accounting Group
Fresno, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Tax Manager at Platform Accounting Group
Bakersfield, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Client Engagement, Tax Returns, Advisory Services, Workflow Management, Team Management, Retention Strategies, Growth Strategies, Operational Strategies
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)
Senior Tax Manager at Platform Accounting Group
Fresno, California, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Accounts Assistant at Spence Accounting Limited
Grimsby DN32 0LT, , United Kingdom - Full Time
Skills Needed
Bookkeeping
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Senior Tax Advisor at Platform Accounting Group
Newbury Park, CA 91320, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Tax Manager at Platform Accounting Group
New York, New York, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Senior Tax Manager at Platform Accounting Group
New York, New York, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurial Spirit, Strategy, Management, Communication, Attention Management, Research, Training, Development
Specialization
Candidates should have 7 to 12 years of experience in tax preparation and review, along with a Bachelor's degree and CPA or EA certification. Direct experience in managing staff and client relationships is essential, along with strong communication skills.
Experience Required
Minimum 10 year(s)
Office Manager at Platform Accounting Group
Thousand Oaks, California, United States - Full Time
Skills Needed
Office Management, Customer Service, Project Management, Attention To Detail, Communication Skills, Independent Worker, Problem Solving, Analytical Skills, Technology Adoption, Microsoft Office, Quickbooks, Accounts Receivable, Accounts Payable, Professional Writing, Multi Tasking
Specialization
Candidates should have at least 2 years of professional office experience and be proficient in Microsoft Office. An Associate's Degree is required, with a Bachelor's degree preferred.
Experience Required
Minimum 2 year(s)
Tax Advisor at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Tax Preparation, Client Relationships, Accounting Services, Bookkeeping, Payroll, Sales Tax, Tax Issues, Compliance, Tax Planning
Specialization
Candidates should have 0-3 years of experience in tax preparation and a Bachelor's degree, with a Master's degree preferred. An EA or CPA designation is desired or candidates should be actively working towards licensure.
Technical Support Specialist (Level 1) at Platform Accounting Group
Cottonwood Heights, Utah, United States - Full Time
Skills Needed
Technical Support, Problem Solving, Software Installation, Hardware Troubleshooting, Documentation, Communication Skills, Interpersonal Skills, Remote Support, Microsoft Outlook, Microsoft Excel, Microsoft Word, Asset Management, Technology Projects, Records Maintenance, A+ Certification, Network+ Certification, Microsoft 365 Certified
Specialization
Candidates should have knowledge of a wide range of computer systems, software, and hardware, along with strong communication skills. Experience in providing remote technical support and relevant certifications such as A+ and Network+ are highly desired.
Administrative Assistant at Platform Accounting Group
Roseburg, Oregon, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Proactive Problem Solving, Analytical Skills, Microsoft Office Suite, Independent Worker, Adaptability, Project Management, Technology Learning, Flexibility, Positive Attitude
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An associate's degree is required, while a bachelor's degree is preferred.
Bookkeeper/Junior Accountant at DFRZ Accounting Group LLP
Langley, BC V2Y 2C1, Canada - Full Time
Skills Needed
Accountedge, Microsoft Office, Bookkeeping, Sage, Microsoft Excel, Quickbooks, Secondary Education, Discretion, Xero, Communication Skills, English
Specialization
Accounting
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Administrative Assistant at Platform Accounting Group
Chicago, Illinois, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Analytical Skills, Proactive Problem Solving, Microsoft Office Suite, Independent Worker, Adaptability, Project Management
Specialization
Candidates should have at least one year of professional office experience and be proficient with the Microsoft Office suite. An Associate's degree is required, while a Bachelor's degree is preferred.
Senior Audit Advisor at Platform Accounting Group
Rockville, Maryland, United States - Full Time
Skills Needed
Audit, Assurance, Client Service, Compliance, Documentation, Communication, Organizational Skills, Attention To Detail, Research, Risk Identification, Team Leadership, Training, Data Analysis, Problem Solving, Financial Statements, Ethical Standards
Specialization
Candidates should have 2-5 years of professional audit experience and a strong understanding of accounting practices. A Bachelor's degree is required, with a CPA preferred or eligibility within 2 years.
Experience Required
Minimum 2 year(s)
Tax Manager at Platform Accounting Group
Nashville, Tennessee, United States - Full Time
Skills Needed
Tax Review, Client Advisory, Entrepreneurship, Strategy, Management, Coaching, Mentoring, Workflow Management, Client Engagement, Tax Returns Preparation, Advisory Services, Team Management
Specialization
Candidates should have 6+ years of experience in tax preparation and review, along with a BA or higher degree in accounting. A CPA or EA certification is required, and prior team management experience is a plus.
Experience Required
Minimum 5 year(s)