Staff Accountant / Bookkeeper in Santa Rosa, California at Platform Accounting Group

As a Staff Accountant/Bookkeeper (Business Advisor) you will perform bookkeeping services for a variety of individual and business clients in a variety of industries. Providing the highest level of service and oversight to our clients is the foundation of our firm.

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.

This role is for our firm located in Santa Rosa, called AWG Wine Advisors. AWG Wine Advisors is a specialized accounting and advisory firm dedicated exclusively to the wine industry. With decades of hands-on winery finance experience, we blend industry-specific expertise with high-level technical accounting knowledge to support boutique and family-run wineries.

What you will do:

• Prepare bookkeeping for a variety of clients on a monthly, quarterly, and annual basis
• Prepare and process client payroll and payroll taxes (W2, 1099, Quarterly returns, Annual returns)
• Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts.
• Verify, complete and reconcile payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
• Monitor accounts receivable for accuracy of financial reporting
• Utilize various accounting software (QuickBooks, Sage, CFS)
• Prepare and file sales tax returns for business clients

What we look for:

• 3+ years professional bookkeeping or accounting experience
• 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
• Multi-State Payroll experience

What we offer:

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

The expected salary range for this role is $50,000 - $80,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.

Applications will be accepted until the position is filled.