Senior Tax Advisor

Platform Accounting Group; Roseburg (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Ongoing training and development

Competitive compensation

401(k) and medical benefits

Firm sponsored continuing education

Job summary

Platform Accounting Group in Roseburg, Oregon is seeking a Senior Tax Advisor to join their growing team. In this role, you will prepare complex tax returns for a variety of clients and offer strategic advice on tax and finance. Ideal candidates should have 3+ years of experience, a Bachelor's degree (Master's preferred), and a CPA or EA designation. The firm promotes a professional environment with flexible work arrangements and opportunities for advancement, emphasizing work-life balance and development.

Qualifications

• 3+ years of experience preparing a variety of tax returns.
• Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance.

Responsibilities

• Prepare complex individual, business, 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 advisory

Research and problem-solving

Client relationship management

Education

Bachelor's Degree

Master's Degree

EA or CPA license

Job 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