Senior Business Advisor

3 weeks ago

Napa, United States PT&C Group LLC Full time
Job DescriptionJob DescriptionDescription:

The Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for.


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:

  • 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.
  • Oversee and review work from entry level staff.
  • Train and oversee staff accountants
  • 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:

  • 3 - 5 years professional accounting experience, preferably in for or 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 with 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.
  • Experience with QuickBooks Accounting Software

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
Requirements:


  • Senior Business Advisor

    3 days ago

    Napa, United States Platform Accounting Full time

    Job Type Full-time Description The Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we are: Platform Accounting...

  • Senior Business Advisor

    1 month ago

    Napa, United States PT&C Group LLC Full time

    Job Description Job Description Description: The Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we...

  • Senior Business Advisor

    1 month ago

    Napa, United States Platform Accounting Group Full time

    Description The Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we are: Platform Accounting Group is a rapidly...

  • Senior Business Advisor

    4 weeks ago

    Napa, United States Platform Accounting Full time

    Job Type Full-time Description The Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we are: Platform Accounting...

  • Senior Business Advisor

    2 weeks ago

    Napa, United States Platform Accounting Group Full time

    Job DescriptionJob DescriptionThe Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we are:Platform Accounting...

  • Associate Financial Advisor

    1 month ago

    Napa, United States Edward D. Jones & Co., L.P. Full time

    If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an establis Financial Advisor, Associate, Advisor, Financial, Banking, Business

  • Customer Service Advisor

    4 days ago

    Napa, United States Pep Boys Full time

    **** **Customer Service Advisor** **Customer Service Advisor** **Requisition ID:** 110325 **Category:** Stores **Overview** Pep Boys is driven by its promise to its customers, We go further to help you go farther. Founded 100 years ago by military veterans, generations of drivers have counted on Pep Boys ASE-certified Pros to service their vehicles. With a...

  • Financial Solutions Advisor Registration Candidate

    3 days ago

    Napa, United States Bank of America Full time

    Financial Solutions Advisor Registration Candidate – Consumer Investments- Napa Financial Center page is loaded Financial Solutions Advisor Registration Candidate – Consumer Investments- Napa Financial Center Apply locations Napa time type Full time posted on Posted Yesterday job requisition id 24019560 Job Description: At Bank of America, we’re...

  • Client Advisor

    4 days ago

    Napa, United States Schomp Automotive Group Full time

    Job Description:Location: 2855 Auto Mall Parkway, Fairfield, CA 94533Fairfield Automotive is opening a brand new Audi Dealership in Fairfield, California. We're driven by our values; We are a Competitive group - We want to WIN. We are Adaptable - Willing to change if there is a better way to deliver a great experience for our guests. We demonstrate...

  • Client Advisor

    4 days ago

    Napa, United States Schomp Automotive Group Full time

    Job Description: Location: 2855 Auto Mall Parkway, Fairfield, CA 94533 Fairfield Automotive is opening a brand new Audi Dealership in Fairfield, California. We're driven by our values; We are a Competitive group - We want to WIN. We are Adaptable - Willing to change if there is a better way to deliver a great experience for our guests. We demonstrate...

  • Service Advisor

    4 days ago

    Napa, United States Schomp Automotive Group Full time

    Job Description:Location: 2855 Auto Mall Parkway, Fairfield ,CA 94533Fairfield Automotive is opening a brand new Audi Dealership in Fairfield, California. We're driven by our values; We are a Competitive group - We want to WIN. We are Adaptable - Willing to change if there is a better way to deliver a great experience for our guests. We demonstrate...

  • Healthcare Account Executive

    4 weeks ago

    Napa, United States A Place for Mom Full time

    Company DescriptionAbout A Place for MomWe're the leading online platform connecting families searching for senior care with a team of experienced local advisors providing insight-driven, personalized solutions. As the nation's most trusted senior advisory service, we are a mission-based organization that enables caregivers to make the best senior living...

  • Business Office Manager

    4 days ago

    Napa, United States Aegis Living Full time

    Overview: Aegis Living Napa is looking for a Business Office Manager that is a people-person with leadership skills and has a knack for efficient processes. If you want a fulfilling job in administration, then apply here! Schedule: Sunday - Thursday Monday - Friday Responsibilities: As a Business Office Manager, your contributions may include: Code invoices...

  • Account Executive

    3 weeks ago

    Napa, United States Lincoln Search Consultants Inc Full time

    Our growing Healthcare client is hiring multiple Account Executives across Unites States! Hot locations include: Jacksonville, FL, Baltimore, MD, Fort Worth, TX, San Fernando Valley, CA and Indianapolis, IN plus many more! As an AE you will be the face of the company with the hospitals and skilled nursing facilities in your territory and the families being...

  • Business Office Manager

    1 week ago

    Napa, United States Aegis Living Full time

    Overview: Aegis Living Napa is looking for a Business Office Manager that is a people-person with leadership skills and has a knack for efficient processes. If you want a fulfilling job in administration, then apply here! Schedule: Sunday - Thursday Monday - Friday Responsibilities: As a Business Office Manager, your contributions may include: Code...

  • Business Office Manager

    2 weeks ago

    Napa, United States Aegis Living Full time

    Overview: Aegis Living Napa is looking for a Business Office Manager that is a people-person with leadership skills and has a knack for efficient processes. If you want a fulfilling job in administration, then apply here! Schedule: Sunday - Thursday Monday - Friday Responsibilities: As a Business Office Manager, your contributions may include: Code...

  • Financial Analyst Senior

    2 weeks ago

    Napa, United States Regal Executive Search Full time

    Financial Analyst Senior - Logistics and Warehouse Senior Financial Analyst - Logistics and Warehouse Summary: Our client is a global wine making and distribution business that is in rapid growth mode. As part of their strategic growth plans, we are looking to place a Senior Financial Analyst who will have responsibilities that include but will not be...

  • Senior Accountant

    2 weeks ago

    Napa, United States International Staff Consulting Full time

    Our client in the wine industry is looking to bring on a full time Senior Accountant. This person will prepare and post complex JEs, perform monthly reconciliations of complex bank accounts, review GL, review fixed asset activities, assist in annual audits, and more. This person would ideally sit onsite at their St. Helena office. But, there is flexibility...

  • Assurance Senior Manager

    3 days ago

    Napa, United States Moss Adams LLP Full time

    Moss Adams LLP Assurance Senior Manager Napa , California Apply Now At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our...

  • Senior Sales Manager

    3 days ago

    Napa, United States Silverado Resort and Spa Full time

    SALARY RANGE: $100k-115k DOE. The Senior Sales Manager is responsible for effectively soliciting and becoming familiar with all accounts in their market segments. The role is also responsible for prospecting and closing on assigned accounts/territory to positively impact hotel revenues. The individual will also assist the Director of Sales in the direction,...