Tax Advisor

Platform Accounting Group; Roseburg (OR); On-site; USD 65,000 - 86,000; Full time

Benefits offered by this job

Advancement opportunities

Training & development

Competitive compensation

401(k)

Medical benefits

Continuing education

Job summary

Platform Accounting Group seeks a Tax Advisor to support tax preparation, compliance, and planning for individuals and business clients. You will help build lasting client relationships while delivering high-quality service and tax oversight in a collaborative, balanced work environment.

You will prepare returns for individuals and entities (C corporations, S corporations, partnerships), assist with bookkeeping, payroll, sales tax, and tax research.

Qualifications

• 0–3 years of experience preparing a variety of tax returns.
• Understanding of tax and accounting concepts, policies and practices.
• Bachelor's degree required; Master’s degree preferred.
• EA or CPA desired or actively pursuing licensure.

Responsibilities

• Prepare individual and business tax returns (C corp, S corp, partnerships).
• Build and maintain client relationships and understand clients' finances.
• Provide or assist with bookkeeping, payroll, and sales tax services.
• Identify, research, and resolve tax issues.

Skills

Tax preparation

Client relationship management

Accounting knowledge

Education

Bachelor's Degree

Master's Degree

Job description

Description

Due to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a key part of our team – you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by providing the highest level of service and oversight to the people we work for. Our teams are collaborative and friendly, and we offer a great work/life balance.

Job Type

Full-time

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 in 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 individual and business (c-corps, s-corps, partnerships) tax returns. Develop your skills and knowledge to increase complexity and types of returns completed
• Build, maintain and enhance client relationships and demonstrate knowledge of each client’s business and finances
• Provide or assist with accounting services including bookkeeping, payroll, sales tax, etc.
• Identify, research, and resolve tax issues

What we look for

• 0-3 year of experience preparing a variety of tax returns
• Understanding of practices, theories, and policies related to taxes and accounting
• Bachelor's Degree Required, Master's Degree Preferred
• EA or CPA desired (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