Strategic Accounting & Advisory Lead - Flexible Work

Platform-Accounting-Group; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Advancement opportunities

Training & development

Job summary

Platform Accounting Group is seeking a Business Advisory Manager to lead diverse client engagements, oversee bookkeeping, payroll, and advisory work across our client base, and deploy the team’s strengths effectively. You will review work, mentor staff, and deliver financial statements on deadlines while communicating with the Senior Manager.

We build long-lasting client relationships and offer flexible work arrangements, with opportunities for growth in a dynamic professional services firm.

Qualifications

• 5–15 years of professional accounting experience.
• Ability to create and understand accurate financial statements.
• Experience with NetSuite and Sage Intacct is a plus.
• Bachelor’s degree required; Master’s degree preferred.
• CPA preferred.
• Superior accuracy and technical accounting expertise.
• Excellent communication, attention to detail, strong analytical skills.
• Expert use of accounting software and ability to learn new systems quickly.
• Excellent customer service and interpersonal skills.
• Proactive problem solving and project management.

Responsibilities

• Manage all client work.
• Teach, coach, and train team members at various levels.
• Oversee and review work from entry level & senior staff.
• Provide accounting and advisory services for a variety of clients, including individuals and businesses.
• Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries.
• Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records.
• Utilize accounting software and systems to prepare financial reports, ensuring adherence to GAAP.
• Propose and set up accounting systems and services for new clients through QuickBooks Online
• Prepare and file sales tax returns, record and report fixed assets and personal property.
• Utilize strong industry knowledge and research abilities to provide high level service on complex projects.
• Proactive risk and compliance assessments, and best practice recommendations to clients.
• Manage personal and team projects, manage competing priorities, and ensure timely completion of projects and adherence to deadlines.
• Develop relationships with clients and gain understanding of their finances and businesses.
• Interpret financial reports provided by clients, and within accounting software.
• Propose and record journal entries for business clients.
• Build knowledge of tax laws and accounting practices to better serve our client’s needs.

Skills

Professional accounting experience

CPA preferred

Excellent communication

Project management

Analytical skills

Attention to detail

Customer service

GAAP knowledge

Education

Bachelor’s degree

Master’s degree preferred

Tools

NetSuite

Sage Intacct

QuickBooks Online

Job description

Platform Accounting Group is seeking a Business Advisory Manager to lead diverse client engagements, oversee bookkeeping, payroll, and advisory work across our client base, and deploy the team’s strengths effectively. You will review work, mentor staff, and deliver financial statements on deadlines while communicating with the Senior Manager.

We build long-lasting client relationships and offer flexible work arrangements, with opportunities for growth in a dynamic professional services firm.