Senior Tax Advisor

1 week ago

Napa, California, United States PT&C Group LLC Full time
Job Overview

Platform Accounting Group LLC 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 33 offices in 12 states with much more growth on the horizon.

About the Role

This Senior Tax Advisor position offers a unique opportunity to work with a dynamic team of professionals, expanding your knowledge and experience across a wide variety of clientele. As a senior member of our team, you will play a key role in advising clients on tax, finance, and business practices, as well as preparing complex individual, business, and exempt & fiduciary tax returns.

Main Responsibilities
  • Prepare complex tax returns for individuals, businesses (c-corp, s-corp, partnerships), and exempt organizations
  • Build and maintain strong relationships with clients, providing expert advice on tax, finance, and business matters
  • Identify and resolve complex tax issues, supporting manager with various ad-hoc projects
Requirements
  • At least 3 years of experience preparing a variety of tax returns
  • Bachelor's Degree Required, Master's Degree Preferred
  • EA or CPA required (or actively working towards licensure)
What We Offer
  • Competitive compensation package, including estimated annual salary: $95,000 - $110,000
  • Ongoing informal and formal training and development opportunities
  • Firm-sponsored continuing education and career advancement within a rapidly growing organization

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