Financial Planning Specialist

7 days ago


Salisbury, Maryland, United States Platform Accounting Group Full time
Platform Accounting Group is seeking a motivated Tax Advisor to join our team. With 29 offices in 11 States, we offer a unique business model that allows for flexible work arrangements. Our goal is to provide exceptional service and oversight to our clients.

**Job Description:** The successful candidate will prepare individual and business tax returns, develop client relationships, and provide accounting services including bookkeeping, payroll, and sales tax. A bachelor's degree is required, with a master's degree preferred. EA or CPA certification is desired, or actively working towards licensure.

**Responsibilities:*** Prepare tax returns for individuals and businesses* Develop and maintain client relationships* Provide accounting services, including bookkeeping, payroll, and sales tax* Identify and resolve tax issues* Develop knowledge and skills to increase complexity and types of returns completed

**What We Offer:** Competitive compensation, 401(k) and medical benefits, firm-sponsored continuing education, and opportunities for advancement within our rapidly growing firm. Estimated salary: $65,000 - $85,000 per year.

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