Senior Tax Advisor

23 hours ago


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

We are seeking a highly skilled Senior Tax Advisor to join our team at Platform Accounting Group. As a key member of our tax department, you will play a crucial role in preparing complex individual and business tax returns, advising clients on tax-related matters, and building strong relationships with our clients.

As a Senior Tax Advisor, you will have the opportunity to work closely with our experienced team of professionals to deliver exceptional 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 Us

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. With 29 offices in 11 states, we offer a unique business model that allows for flexible work arrangements, enabling employees to maintain a healthy work-life balance.

Responsibilities

  • Prepare complex individual and business tax returns, including c-corp, s-corp, partnerships, 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.

Requirements

  • 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).

Benefits

  • 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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