Senior Tax & Assurance Advisor

PT&C Group • Rockland, MA

9d

About The Position

The Senior Tax & Assurance Advisor performs a range of public accounting work, including tax preparation, financial statement audits, reviews, compilations, and consulting. The role leads assurance engagements, prepares and reviews financial statements and complex tax returns, and provides technical guidance to staff. It also involves collaborating with partners and managers to support client service and relationships. The position is with Platform Accounting Group, a professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners.

Requirements

• Bachelor’s degree in accounting or a related field.
• At least 3 years of experience in the public accounting industry.
• EA or CPA credential required, 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 ability and ability to self-manage projects.
• Strong knowledge of QuickBooks and Excel.

Nice To Haves

• Master’s degree.
• Experience in 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.
• Very competitive compensation.
• 401(k).
• Medical benefits.
• Firm-sponsored continuing education.
• Flexible work arrangements.

What This Job Offers

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