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Business Advisor

4 months ago

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

The Business Advisor is a key part of our team. As a Business Advisor, you will perform accounting and business advisory services for a variety of clients across many industries. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for, while providing a first-class experience for each of our team members.


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:

  • 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
  • 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.
  • 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.


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.
  • CPA preferred


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: