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Posted 15 days ago

Senior Tax AdvisorPT&C Group · Pottsville

Senior Tax Advisor

PottsvilleHybrid

AI Summary

The Senior Tax Advisor prepares complex individual, business, exempt and fiduciary tax returns and advises clients on tax, finance and business matters. The role also identifies and resolves complex tax issues and supports the manager on ad-hoc projects.

About this role

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.


** This is an in-office / hybrid role in our Pottsville, PA office. **


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

Skills

Business Tax ReturnsC-CorpClient AdvisoryCPAEAExempt Organization ReturnsFiduciary ReturnsIndividual Tax ReturnsPartnership ReturnsS-CorpTax PreparationTax Research

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