Lead Tax Advisory Specialist

1 week ago


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

We are seeking a highly experienced Lead Tax Advisory Specialist to join our team at Platform Accounting Group. This role requires a strong background in tax preparation and advisory services, with a proven track record of delivering high-quality results.

About the Role

The ideal candidate will have a thorough understanding of tax practices, theories, and policies, with excellent communication and interpersonal skills. The successful candidate will also be able to build and maintain strong client relationships, identify and address their tax-related needs, and support senior management with various ad-hoc projects and initiatives.

Key Responsibilities
  • Prepare complex tax returns, including individual, business, and exempt returns.
  • Advise clients on tax-related matters, including finance and business practices.
  • Identify and resolve complex tax issues, ensuring compliance with relevant laws and regulations.
  • Support senior management with various ad-hoc projects and initiatives.
Requirements
  • 3+ years of experience in tax preparation and advisory services.
  • Thorough understanding of tax practices, theories, and policies.
  • Bachelor's degree required, Master's degree preferred.
  • Enrolled Agent (EA) or Certified Public Accountant (CPA) certification required, or actively working towards licensure.
What We Offer
  • Opportunity for advancement within a rapidly growing professional services firm.
  • Ongoing training and development opportunities.
  • Competitive salary: $95,000 - $120,000 per year, depending on experience.
  • Benefits package, including 401(k) and medical benefits.
  • Firm-sponsored continuing education.

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