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Senior Business Advisor

2 months 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 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: