Senior Tax Advisor

Platform Accounting Group; Pottsville (Schuylkill County); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Advancement opportunities

Training and development

Competitive compensation

401(k)

Medical benefits

Firm sponsored continuing education

Job summary

Platform Accounting Group is seeking a Senior Tax Advisor to join our growth-focused team. You will handle traditional tax preparation and client advisory with an emphasis on entrepreneurship and collaboration across a diverse clientele.

The role requires hands-on experience with complex returns (individual, corporate, partnerships, fiduciary) and the ability to build strong client relationships while advising on tax strategy and business practices.

Qualifications

• 3+ years of experience preparing a variety of tax returns.
• Thorough understanding of tax, accounting, and finance practices, theories, and policies.
• Bachelor's Degree required; Master's preferred; CPA/EA licensure required or in progress.

Responsibilities

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

Skills

Tax preparation

Client advisory

Entrepreneurship mindset

Education

Bachelor's Degree Required

Master's Degree Preferred

CPA/EA licensure or in progress

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