Senior Tax & Assurance Advisor

Platform Accounting Group • Rockland, MA

9d • $80,000 - $90,000

About The Position

As a Senior Tax & Assurance Advisor at Platform Accounting Group, you will perform a range of public accounting work, including tax preparation, financial statement audits, reviews, compilations, and consulting. The role is suited to results-driven problem solvers who can manage multiple priorities in a fast-paced environment, adapt to change, and provide clients with exceptional service and meticulous oversight.

Platform Accounting Group is a 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 has more than 50 offices across 15 states and describes its work environment as professional and dynamic, with flexible work arrangements intended to support work-life balance.

The advisor leads assurance engagements, prepares and reviews financial statements and complex tax returns, analyzes client financial information, and supports client relationships. The role also includes mentoring staff and working with partners and managers to identify client service opportunities.

Requirements

• Bachelor’s degree in accounting or a related field.
• At least 3 years of experience in public accounting; experience in both tax and audit is preferred.
• EA or CPA credential, or actively working toward licensure.
• Excellent communication, attention to detail, and strong analytical skills.
• Proficiency with accounting software and ability to learn new systems quickly.
• Excellent customer service and interpersonal skills.
• Proactive problem-solving skills and ability to self-manage projects.
• Strong knowledge of QuickBooks and Excel.

Nice To Haves

• Master’s degree.
• Experience with both tax and audit.
• Experience with Ultra Tax and Checkpoint Engage.

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 and recommend and implement adjustments to ensure compliance with GAAP.
• Oversee and mentor staff on assurance and tax engagements, providing technical guidance and review support.
• Use trial balance, depreciation, tax, and assurance software to manage and organize engagement documentation.
• Prepare and review complex tax returns for S corporations, C corporations, partnerships, LLCs, individuals, and trusts.
• Collaborate with partners and managers to identify client service opportunities and strengthen client relationships.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior