Tax Advisor

Platform Accounting Group

Posted 3 months ago

Full Time

Roseburg, Oregon

Hybrid

Smart Summary

Responsibilities

Prepare individual and business tax returns for various entity types including C-corps, S-corps, and partnerships. Provide accounting services and resolve complex tax issues while maintaining strong client relationships.

Qualifications

You have 0-3 years of experience in tax preparation and compliance, with a strong understanding of tax and accounting theories and policies. You possess a Bachelor's degree and ideally are working towards or have obtained your EA or CPA licensure. You are skilled at building client relationships and providing tax planning advice.

Must Have Skills for ATS

Tax Preparation

Tax Compliance

Tax Planning

Bookkeeping

Payroll

Sales Tax

C-corp Tax

S-corp Tax

Partnership Tax

EA

CPA

Job Description

Description

Due to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a key part of our team – you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by providing the highest level of service and oversight to the people we work for. Our teams are collaborative and friendly, and we offer a great work/life balance.

Who we are:

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. We currently have 50+ offices in 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

  • Prepare individual and business (c-corps, s-corps, partnerships) tax returns. Develop your skills and knowledge to increase complexity and types of returns completed
  • Build, maintain and enhance client relationships and demonstrate knowledge of each client’s business and finances
  • Provide or assist with accounting services including bookkeeping, payroll, sales tax, etc.
  • Identify, research, and resolve tax issues

What we look for:

  • 0-3 year of experience preparing a variety of tax returns
  • Understanding of practices, theories, and policies related to taxes and accounting
  • Bachelor's Degree Required, Master's Degree Preferred
  • EA or CPA desired (or actively working towards licensure)

What we offer:

  • 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

Platform Accounting Group

Platform Accounting Group, est. 2015, is a nation-wide group of professional service firms created to preserve the dynamics of small firm culture while incorporating the technology and connectedness of the 21st century. We offer enterprise-grade resources, capabilities and support to local accounting and professional services teams, so they can focus their energy on personal, high-touch relationships with their clients - and thrive in an increasingly challenging environment. Our commitment to common-sense evolution and doing what’s right for the industry means we preserve what’s great about boutique and build on it. We bring a best-in-class client experience to tax, attest, outsourced accounting, ERP consulting services, and soon wealth management.
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