Business Advisory Manager at Platform Accounting Group

Santa Rosa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Feb, 26

Salary

0.0

Posted On

19 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting, Bookkeeping, Payroll, Business Advisory, Client Management, Team Leadership, Financial Reporting, GAAP, Problem Solving, Project Management, Communication, Analytical Skills, Customer Service, Interpersonal Skills, Risk Assessment, Compliance

Industry

Accounting

Description

Description The Business Advisory Manager is a key part of our team - In this role, you will be directly responsible for the timely completion of each engagement, including the general bookkeeping, payroll, and business advisory work for a variety of individual and business clients across the entire organization. The Business Advisory Manager must know the structure of their team well and deploy the team’s strengths across client engagements accordingly. You will review work done by Business Advisors and Senior Business Advisors, be the primary contact for all client work, and deliver financial statements (and various other deliverables) on deadline while communicating with the Senior Manager. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for, while providing a first-class experience for each team member. 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: Act as the primary contact for all client work across multiple offices. Teach, coach, and train team members at various levels. Oversee and review work from entry level & senior staff. Provide accounting and advisory services for a variety of clients, including individuals and businesses in a variety of industries. Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries. Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records. Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP. Propose and setup accounting systems and services for new clients. Prepare payroll and payroll tax returns; prepare and file sales tax returns, record and report fixed assets and personal property. Utilize strong industry knowledge and research abilities to provide high level service on complex projects. Proactive risk and compliance assessments, and best practice recommendations to clients. Manage personal and team projects, manage competing priorities, and ensure timely completion of projects and adherence to deadlines. Develop relationships with clients and gain understanding of their finances and businesses. Interpret financial reports provided by clients, and within accounting software. Propose and record journal entries for business clients. Build knowledge of tax laws and accounting practices to better serve our client’s needs. What we look for: 5 - 15 years professional accounting experience, preferably across multiple clients and industries. Superior accuracy and technical expertise, knowledge of client industries. Excellent communication, attention to detail, strong analytical skills Expert use of accounting software & systems, and ability to learn new systems quickly. Excellent customer service and interpersonal skills Proactive problem solving and project management. Bachelor’s degree required, Master’s Degree preferred. CPA preferred. What we offer: 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.

Responsibilities

The Business Advisory Manager is responsible for the timely completion of client engagements, including bookkeeping, payroll, and advisory services. They will oversee the work of team members and ensure the delivery of financial statements and other deliverables on deadline.