Senior Tax Advisor

1 week ago


South San Francisco, United States PT&C Group LLC Full time
Job DescriptionJob DescriptionDescription:

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 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:

  • 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
Requirements:



  • Tax Advisor

    1 month ago


    South San Francisco, United States PT&C Group LLC Full time

    Job DescriptionJob DescriptionDescription:Due to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a key part of our team – you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by providing the highest level of service and oversight...


  • San Francisco, United States H&R Block Full time

    **517182BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...

  • Senior Tax Manager

    4 weeks ago


    San Francisco, United States The Agency Recruiting Full time

    Job Description The Senior Tax Manager for ultra high net worth individuals is responsible for overseeing and managing all aspects of tax planning and compliance for clients with significant wealth. This individual will work closely with high net worth individuals, family offices, and other advisors to develop and implement tax strategies that minimize...

  • Senior Tax Manager

    5 days ago


    San Francisco, United States The Agency Recruiting Full time

    Job Description The Senior Tax Manager for ultra high net worth individuals is responsible for overseeing and managing all aspects of tax planning and compliance for clients with significant wealth. This individual will work closely with high net worth individuals, family offices, and other advisors to develop and implement tax strategies that minimize...

  • Senior Tax Manager

    1 month ago


    San Francisco, United States The Agency Recruiting Full time

    Job Description The Senior Tax Manager for ultra high net worth individuals is responsible for overseeing and managing all aspects of tax planning and compliance for clients with significant wealth. This individual will work closely with high net worth individuals, family offices, and other advisors to develop and implement tax strategies that minimize...

  • Senior Tax Manager

    3 weeks ago


    San Francisco, United States The Agency Recruiting Full time

    Job Description The Senior Tax Manager for ultra high net worth individuals is responsible for overseeing and managing all aspects of tax planning and compliance for clients with significant wealth. This individual will work closely with high net worth individuals, family offices, and other advisors to develop and implement tax strategies that minimize...

  • Tax Manager

    7 days ago


    San Francisco, United States We Are Tax Revolution Full time

    ???? NEW IN ???? ?? Tax Manager ?? ???? up to $180K per annum ???? ???? San Francisco, TX On-site ???? ????Hours capped at 45 hours during busy season ???? ???? What are they looking for? Are you a dynamic and experience Tax Manager seeking an opportunity to showcase your expertise in a prestigious CPA firm? Look no further! We are seeking a talented...


  • San Francisco, California, United States Jobot Full time

    Senior Tax Manager Position at a Top Public Accounting FirmAbout the Company: They are known as one of the top 10 public accounting firms in the nation, recognized for their excellent work/life balance philosophy.Your Role:Bachelor's degree in accounting or related field, advanced degree preferred.Minimum 8 years' experience in federal tax compliance and...

  • Tax Manager

    4 weeks ago


    San Francisco, United States We Are Tax Revolution Full time

    🌟 NEW IN 🌟 ➡️ Tax Manager ⬅️ 💰 up to $180K per annum 💰 📍 San Francisco, TX – On-site 📍 📎Hours capped at 45 hours during busy season 📎🔎 What are they looking for?Are you a dynamic and experience Tax Manager seeking an opportunity to showcase your expertise in a prestigious CPA firm? Look no further! We are seeking a...

  • Tax Manager

    3 weeks ago


    San Francisco, United States We Are Tax Revolution Full time

    🌟 NEW IN 🌟 ➡️ Tax Manager ⬅️ 💰 up to $180K per annum 💰 📍 San Francisco, TX – On-site 📍 📎Hours capped at 45 hours during busy season 📎🔎 What are they looking for?Are you a dynamic and experience Tax Manager seeking an opportunity to showcase your expertise in a prestigious CPA firm? Look no further! We are seeking a...


  • South San Francisco, California, United States Surf Search Full time

    TAX SUPERVISING SENIORWell, established, highly profitable regional CPA firm seeks an Audit Supervising Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across...


  • South San Francisco, United States SingerLewak Full time

    The Tax Supervising Senior is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and Supervising Senior skills are required. The Tax Supervising Senior makes decisions on all but the most...


  • South San Francisco, United States Surf Search Full time

    TAX SUPERVISING SENIORWell, established, highly profitable regional CPA firm seeks an Audit Supervising Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across...


  • South San Francisco, United States Surf Search Full time

    TAX SUPERVISING SENIORWell, established, highly profitable regional CPA firm seeks an Audit Supervising Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across...

  • Tax Senior Manager

    7 days ago


    San Francisco, California, United States Istituto Marangoni Full time

    Job Title: Tax Senior Manager - Corporate Tax Provisions and Compliance at Baker TillyCompany Overview: Baker Tilly is a prominent advisory, tax, and assurance firm, offering clients a significant advantage across major U.S. regions and global financial centers like New York, London, and San Francisco.As part of Baker Tilly International, they are a network...

  • Account Manager

    4 weeks ago


    San Francisco, United States Corvee Full time

    The OpportunityTaxes are your #1 expense. What's everything you could be doing, Instead?Our goal is to build the largest tax company in the world and help people change how they organize their business and life finances to save money, time, and achieve financial independence.Note: We are in the process of rebranding from Corvee to Instead. To check out more...

  • Account Manager

    1 week ago


    San Francisco, United States Corvee Full time

    The OpportunityTaxes are your #1 expense. What's everything you could be doing, Instead?Our goal is to build the largest tax company in the world and help people change how they organize their business and life finances to save money, time, and achieve financial independence.Note: We are in the process of rebranding from Corvee to Instead. To check out more...

  • Account Manager

    7 days ago


    San Francisco, United States Corvee Full time

    The Opportunity Taxes are your #1 expense. What's everything you could be doing, Instead? Our goal is to build the largest tax company in the world and help people change how they organize their business and life finances to save money, time, and achieve financial independence. Note: We are in the process of rebranding from Corvee to Instead. To check out...


  • San Francisco, United States Regal Executive Search Full time

    Job Description M&A Tax Senior Associate Job Summary We believe our Transaction Advisory Services (TAS) practice offers the potential for career advancement in an environment that emphasizes talent retention. Our TAS leadership prioritizes each team member’s professional and personal development. By choosing us, you are joining not only a high growth...

  • Account Manager

    4 weeks ago


    San Francisco, United States Corvee Full time

    Job DescriptionJob DescriptionThe OpportunityTaxes are your #1 expense. What's everything you could be doing, Instead?Our goal is to build the largest tax company in the world and help people change how they organize their business and life finances to save money, time, and achieve financial independence.Note: We are in the process of rebranding from...