Business Advisor

4 weeks ago


Santa Maria, United States Platform Accounting Group Full time

Description 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: 0-3+ years experience with QuickBooks. 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 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

#J-18808-Ljbffr


  • Tax Advisor

    1 month ago


    Santa Maria, United States Platform Accounting Group Full time

    Description 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....

  • Tax Advisor

    3 weeks ago


    Santa Maria, 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...

  • Tax Advisor

    2 weeks ago


    Santa Maria, United States Platform Accounting Full time

    Job Type Full-time Description 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...

  • Tax Advisor

    1 week ago


    Santa Maria, United States Platform Accounting Group Full time

    Job DescriptionJob DescriptionDue 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...


  • Santa Maria, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...


  • Santa Maria, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...


  • Santa Maria, United States Ameriprise Financial Full time

    **Classification**: Non-Exempt (hourly) **Hours per Week**:40 On-site required **Results Statement**: To provide an extraordinary client experience to all those who call and/or visit the office. To provide support in all administrative and client service functions of the business. **Job Overview** **Tactical** - Greet clients when they enter the...

  • Mortgage Advisor

    1 month ago


    Santa Fe, United States The EMAC Group Full time

    Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market. The successful candidate will partner with the company's regional leadership that has successfully delivered captive lending solutions nationwide. The Ideal Candidate will lead the growth of the Joint-Venture and Marketing Agreement relationships...

  • Financial Advisor

    4 weeks ago


    Santa Barbara, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Santa Barbara, CA would allow you to join the Investment Program at BMO Harris Bank as a Financial Advisor associated with LPL Financial. Under this model...

  • Financial Advisor

    2 weeks ago


    Santa Barbara, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Santa Barbara, CA would allow you to join the Investment Program at BMO Harris Bank as a Financial Advisor associated with LPL Financial. Under this model...

  • Service Advisor

    1 week ago


    Santa Rosa, United States AAA Full time

    Service Advisor We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. **Why Work For Us?** - Great Pay - opportunity to...


  • Santa Barbara, United States JPMorgan Chase & Co. Full time

    Build and maintain a successful book of business upon gaining licensing Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more Build trust with Wealth Advisor, Advisor, Development, Associate, Program, Wealth, Banking


  • SANTA FE, United States National Automotive Training Academy Full time

    We are looking for a personable service advisor to act as the liaison between our customers and service technicians. The service advisor's responsibilities include greeting customers, listening to requests, scheduling appointments, estimating costs, verifying insurance, conducting inspections, and test driving cars. The service advisor will ensure customer...

  • Customer Advisor

    2 weeks ago


    Santa Barbara, United States Ermenegildo Zegna N.V Full time

    ABOUT ZEGNA Following the path traced by the founder Ermenegildo over 110 years ago, ZEGNA is now internationally recognized as a leading global luxury menswear brand. Established as a fabric maker in the mountains of Piedmont, ZEGNA is part of the Ermenegildo Zegna Group, which counts more than 6,000 employees. Managed by Gildo Zegna as Chairman and CEO,...

  • Customer Advisor

    4 weeks ago


    Santa Barbara, United States Ermenegildo Zegna N.V. Full time

    ABOUT ZEGNA Following the path traced by the founder Ermenegildo over 110 years ago, ZEGNA is now internationally recognized as a leading global luxury menswear brand. Established as a fabric maker in the mountains of Piedmont, ZEGNA is part of the Ermenegildo Zegna Group, which counts more than 6,000 employees. Managed by Gildo Zegna as Chairman and CEO,...

  • Customer Advisor

    4 weeks ago


    Santa Barbara, United States Ermenegildo Zegna N.V Full time

    ABOUT ZEGNA Following the path traced by the founder Ermenegildo over 110 years ago, ZEGNA is now internationally recognized as a leading global luxury menswear brand. Established as a fabric maker in the mountains of Piedmont, ZEGNA is part of the Ermenegildo Zegna Group, which counts more than 6,000 employees. Managed by Gildo Zegna as Chairman and CEO,...


  • Santa Maria, United States Office Depot Full time

    Job DescriptionAt Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...


  • Santa Maria, United States Office Depot Full time

    Job Description At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer...


  • Santa Maria, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets.  The Retail Sales Advisor will quickly build and maintain customer...


  • Santa Maria, United States Office Depot General Full time

    Overview At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store, and protecting company assets.  The Retail Sales Advisor will quickly build and maintain customer...