Staff Accountant

2 months ago


Santa Barbara, United States Platform Accounting Group Full time

The Staff Accountant / Bookkeeper is a key part of our team. As a Staff Accountant / Bookkeeper, 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, while offering a first-class experience for the team members in each of our offices. 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. Our unique business model allows for flexible work arrangements to meet different employee needs, emphasizing work/life balance. What you will do: Provide accounting and advisory services for a variety of clients, including individuals and businesses in various industries. Perform general accounting duties such as entering transactions, reconciling general ledger, credit card, and cash accounts, proposing and recording 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 set up accounting systems and services for new clients. Prepare payroll and payroll tax returns, sales tax returns, record and report fixed assets and personal property. Utilize 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 personal and team projects, competing priorities, ensure timely completion of projects, and adherence to deadlines. Develop relationships with clients, 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 clients' needs. What we look for: 3 - 5 years of professional accounting experience, preferably 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 accounting software & systems, 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.

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