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Senior Tax Advisor at Platform Accounting Group

Costa Mesa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Feb, 26

Salary

0.0

Posted On

06 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Preparation, Client Advisory, Entrepreneurship, Strategy, Collaboration, Client Relationships, Tax Issues, Finance, Business Practices, Research, Problem Solving, Communication, Teamwork, Accounting, Tax Compliance, Advisory Services

Industry

Accounting

Description

Description 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 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

Responsibilities

Prepare complex individual and business tax returns while advising clients on tax, finance, and business practices. Build and maintain client relationships and support management with various projects.