Senior Tax Advisor

PT&C GroupAnaheim, CA
Hybrid

About The Position

Due to continuing growth, Platform Accounting Group is seeking a Senior Tax Advisor to join their team. This role involves traditional tax preparation and client advisory, alongside a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will work with a growing team of professionals, expanding your knowledge and experience across a wide variety of clientele. 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. The firm currently has 50+ offices across 15 States and offers flexible work arrangements to prioritize work/life balance in a professional and dynamic environment.

Requirements

  • 3+ years of experience preparing a variety of tax returns
  • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
  • Bachelor's Degree Required
  • EA or CPA required (or actively working towards licensure)

Nice To Haves

  • Master's Degree Preferred

Responsibilities

  • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns
  • Build, maintain and enhance client relationships
  • Advise clients on issues related to tax, finance & business practices
  • Identify, research, and resolve complex tax issues
  • Support manager with various ad-hoc projects

Benefits

  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education
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