Tax Advisor

3 weeks ago


Bethesda, 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 to the people we work for. Our teams are collaborative and friendly, and we offer a great work/life balance.


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 individual and business (c-corps, s-corps, partnerships) tax returns. Develop your skills and knowledge to increase complexity and types of returns completed
  • Build, maintain and enhance client relationships and demonstrate knowledge of each client’s business and finances
  • Provide or assist with accounting services including bookkeeping, payroll, sales tax, etc.
  • Identify, research, and resolve tax issues

What we look for:

  • 0-3 year of experience preparing a variety of tax returns
  • Understanding of practices, theories, and policies related to taxes and accounting
  • Bachelor's Degree Required, Master's Degree Preferred
  • EA or CPA desired (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:




  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionGRF CPAs & Advisors is seeking a Tax Accountant to join our For-Profit Tax practice. The Tax Associate will be responsible for organizing and coordinating clients' tax data for the accurate, timely completion of individual tax returns, and the drafting of returns for review .Location: Bethesda, MD (Hybrid)(Remote)Essential...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionGRF CPAS & Advisors, has been part of the Washington, DC metropolitan region since 1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit organizations, government contractors, professional service firms and others.Looking...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionGRF CPAS & Advisors, has been part of the Washington, DC metropolitan region since 1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit organizations, government contractors, professional service firms and others.Looking...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionGRF CPAS & Advisors, has been part of the Washington, DC metropolitan region since 1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit organizations, government contractors, professional service firms and others.Looking...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionLooking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office.Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Looking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office. Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax assignments under the direction of...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionLooking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office.Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionLooking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office.Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Looking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office. Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax assignments under the direction of...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionLooking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office.Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Looking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office. Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax assignments under the direction of...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionLooking for a senior level tax role at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate to join our team. This position is based in the firm's Bethesda, MD-based office.Job Location: Hybrid/Remote Essential Duties & Responsibilities: Performs diversified accounting and tax...

  • Tax Senior

    1 week ago


    Bethesda, Maryland, United States The Agency Recruiting Full time

    Job Description We've partnered with a reputable accounting firm situated in Rockville, Maryland, known for its unwavering dedication to excellence and client satisfaction. This firm offers a comprehensive range of financial and advisory services, prioritizing integrity and professionalism. Position Overview: Our client is currently seeking a skilled Tax...

  • Senior Wealth Advisor

    4 weeks ago


    Bethesda, United States MAI Wealth Management, Inc. Full time

    Job Description Job Description GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...


  • Bethesda, United States The Colony Group Full time

    **Seeking the extraordinary**TM**!** We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do. With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in...

  • Tax Administrator

    1 month ago


    Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionGRF is seeking a dedicated, experienced, and highly organized Administrator to support our tax department in managing the day-to-day operations and ensuring the success and continued growth of our For-Profit Tax practice. Summary of Responsibilities:You will play a crucial role in enabling our director to effectively lead our...

  • Senior Wealth Advisor

    1 month ago


    Bethesda, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONAccomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...

  • Senior Wealth Advisor

    4 weeks ago


    Bethesda, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONAccomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionSummary of Responsibilities:Responsible for organizing and coordinating clients' tax data for the accurate, timely completion of individual tax returns, and the drafting of returns for review by Supervisor or Manager.Location: Bethesda, MD (Hybrid or Remote available).Essential Functions:1. Reviews tax information submitted...


  • Bethesda, United States GRF CPAs & Advisors Full time

    Job DescriptionJob DescriptionSummary of Responsibilities:Responsible for organizing and coordinating clients' tax data for the accurate, timely completion of individual tax returns, and the drafting of returns for review by Supervisor or Manager.Location: Bethesda, MD (Hybrid or Remote available).Essential Functions:1. Reviews tax information submitted...