Tax & Assurance Advisor at Platform Accounting Group – Eureka, California

As a Tax & Assurance Advisor at Platform Accounting Group, you will engage in diverse public accounting tasks, including tax preparation, financial statement audits, reviews and compilations, and consulting. We seek results-driven problem solvers who thrive in a fast-paced, multitasking environment, embrace change, and welcome challenges. Delivering exceptional service and meticulous oversight to our clients is the cornerstone 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 across 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 work papers and perform audit/review/compilation procedures for assurance engagements
• Prepare financial statements (including full footnote disclosures) for assurance engagements
• Perform high level analytic analysis on client financial data
• Determine and recommend corrections to client’s books/records to be in accordance with GAAP
• Utilize various trial balance, depreciation, tax and other software to prepare tax returns and organize assurance documentation
• Prepare and self-review a wide variety of tax returns such as S corporations, C Corporations, partnerships, LLC’s, individuals and trusts)

What we look for:

• Bachelor’s degree with an emphasis on accounting; candidate should have taken classes sufficient to be able to sit for the Uniform CPA Exam
• 0 - 3 years’ experience in the public accounting industry
• CPA license preferred or actively working towards
• 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
• Experience with Ultra Tax and Checkpoint Engage a plus
• Strong knowledge of QuickBooks and Excel

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 $55,000 - $75,000 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.