Platform Accounting Group · 8 hours ago
Senior Tax & Assurance Advisor
Redding, CA
Full-time
Hybrid
Mid, Senior Level
3+ years expPlatform 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. As a Senior Tax & Assurance Advisor, you will engage in diverse public accounting tasks, including tax preparation, financial statement audits, reviews and compilations, and consulting.
AccountingAdviceConsultingFinancial Services
Responsibilities
Lead and manage audit, review, and compilation engagements, ensuring quality, accuracy, and compliance with professional standards
Prepare and review financial statements (including full footnote disclosures) for assurance engagements
Perform and oversee advanced analytical reviews of client financial data, identifying key insights and trends
Review client books and records, recommend and implement adjustments to ensure compliance with GAAP
Oversee and mentor staff on assurance and tax engagements, providing technical guidance and review support
Utilize various trial balance, depreciation, tax, and assurance software to manage and organize engagement documentation
Prepare and review a wide variety of complex tax returns, including S corporations, C corporations, partnerships, LLCs, individuals, and trusts
Collaborate with partners and managers to identify client service opportunities and strengthen client relationships
Qualification
Required
Bachelor's degree in accounting or related field required
3+ years' experience in the public accounting industry, preferably with both tax and audit experience
EA or CPA required (or actively working towards licensure)
Excellent communication, attention to detail, strong analytical skills
Proficient with accounting software, and ability to learn new systems quickly
Excellent customer service and interpersonal skills
Proactive problem solving and ability to self-manage projects
Strong knowledge of QuickBooks and Excel
Preferred
Master's degree preferred
Experience with Ultra Tax and Checkpoint Engage a plus
Benefits
401(k) and medical benefits
Firm sponsored continuing education
Company
Platform Accounting Group
Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.
1001-5000 employees
H1B Sponsorship
Platform Accounting Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (2)
Funding
Current Stage
Late StageTotal Funding
$85MKey Investors
The Cynosure Group
2024-02-06Private Equity· $85M
Leadership Team
Reyes Florez
Founder & CEO
Recent News
Accounting Today
2024-05-05
Business Wire
2024-05-05
Company data provided by crunchbase