Advanced Tax Professional

22 hours ago


Danville, California, United States Platform Accounting Group Full time
Job Description

As a Tax Consultant Lead at Platform Accounting Group, you will play a critical role in delivering exceptional tax services to our clients. You will prepare complex tax returns, advise clients on tax-related matters, and build strong relationships with our clients.

You will work closely with our experienced team of professionals to deliver high-quality service to our clients. You will also be responsible for identifying and resolving complex tax issues, supporting senior management with various projects, and participating in ongoing training and development to stay up-to-date on the latest tax laws and regulations.

About Our Team

Our team is composed of experienced professionals who share a passion for delivering exceptional service to our clients. We believe in fostering a collaborative and dynamic work environment that encourages teamwork, innovation, and growth.

Key Responsibilities and Requirements

  • Prepare complex tax returns, including individual, business, and fiduciary tax returns.
  • Build and maintain strong relationships with clients through effective communication and problem-solving skills.
  • Advise clients on tax-related matters, including financial planning, budgeting, and compliance.
  • Identify and resolve complex tax issues, ensuring accurate and timely resolutions.
  • Support senior management with various projects, including strategic planning, process improvements, and special initiatives.
  • 5+ years of experience in tax preparation and advisory services, preferably in a senior role.
  • Thorough understanding of tax laws, regulations, and industry developments.
  • Bachelor's degree required; master's degree preferred.
  • EA or CPA certification required (or actively working towards licensure).
  • Competitive salary range: $95,000 - $115,000 per year, depending on experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment that values teamwork and collaboration.
  • Firm-sponsored continuing education programs to stay current on industry developments.

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