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Senior Business Consultant

2 months ago

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

We are seeking a highly skilled Senior Business Consultant to join our team at Platform Accounting Group. As a key member of our team, you will play a crucial role in providing exceptional accounting and advisory services to our clients.

About the Role

  • Provide accounting and advisory services to a diverse range of clients, including individuals and businesses in various industries.
  • Perform general accounting duties, including entering transactions, reconciling general ledger, credit card, and cash accounts, and proposing and recording journal entries.
  • Conduct complex adjustments and reconciliations on books, clean-up of accounting systems and records, and utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP.
  • Propose and set up accounting systems and services for new clients, prepare payroll and payroll tax returns, and record and report fixed assets and personal property.
  • Utilize strong industry knowledge and research abilities to provide high-level service on complex projects, conduct proactive risk and compliance assessments, and provide best practice recommendations to clients.
  • Oversee and review work from entry-level staff, train and oversee staff accountants, manage personal and team projects, and ensure timely completion of projects and adherence to deadlines.
  • Develop relationships with clients and gain an understanding of their finances and businesses, interpret financial reports provided by clients, and propose and record journal entries for business clients.
  • Build knowledge of tax laws and accounting practices to better serve our clients' needs.

Requirements

  • 3-5 years of professional accounting experience, preferably in a firm or across multiple clients and industries.
  • Superior accuracy and technical expertise, knowledge of client industries, excellent communication, attention to detail, and strong analytical skills.
  • Expert use of accounting software and systems, and ability to learn new systems quickly, excellent customer service and interpersonal skills, proactive problem-solving and project management.
  • Bachelor's degree required, Master's Degree preferred, experience with QuickBooks Accounting Software.

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.