Senior Tax Advisor

Platform-Accounting-Group; Pottsville (Schuylkill County); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) plan

Medical benefits

Continuing education

Job summary

Platform Accounting Group is seeking a Senior Tax Advisor to join our growing team. You will prepare complex individual and business tax returns (C‑corp, S‑corp, partnerships, fiduciary), deliver client advisory, and contribute to strategic planning while collaborating with a diverse group of professionals.

We value entrepreneurial thinking and flexible work arrangements across our 50+ offices. The role offers growth opportunities, ongoing training and development, a competitive compensation

Qualifications

• 3+ years of experience preparing a variety of tax returns.
• Thorough understanding of tax, accounting, and finance concepts.
• Bachelor's Degree required; Master's Degree preferred; EA/CPA licensure pursued.

Responsibilities

• Prepare complex individual, business (C‑corp, S‑corp, partnerships), exempt & fiduciary tax returns.
• Build, maintain and enhance client relationships.
• Advise clients on issues related to tax, finance & business practices.
• Identify, research, and resolve complex tax issues.
• Support manager with various ad-hoc projects.

Skills

Tax preparation

Client relationship management

Research complex tax issues

Education

Bachelor's Degree in Accounting or related field

Master's Degree preferred

EA or CPA licensure preferred

Job description

Description

Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.

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 complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
• Build, maintain and enhance client relationships.
• Advise clients on issues related to tax, finance & business practices.
• Identify, research, and resolve complex tax issues.
• Support manager with various ad-hoc projects.

What we look for:

• 3+ years of experience preparing a variety of tax returns
• Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
• Bachelor's Degree Required, Master's Degree Preferred
• EA or CPA required (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