Tax & Assurance Advisor jobs in United States
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Platform Accounting Group · 1 day ago

Tax & Assurance Advisor

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services. As a Tax & Assurance Advisor, you will engage in diverse public accounting tasks, including tax preparation and financial statement audits, while delivering exceptional service and meticulous oversight to clients.

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H1B Sponsor Likelynote

Responsibilities

Prepare work papers and perform audit/review/compilation procedures for assurance engagements
Prepare financial statements (including full footnote disclosures) for assurance engagements
Perform high level analytic analysis on client financial data
Determine and recommend corrections to client’s books/records to be in accordance with GAAP
Utilize various trial balance, depreciation, tax and other software to prepare tax returns and organize assurance documentation
Prepare and self-review a wide variety of tax returns such as S corporations, C Corporations, partnerships, LLC’s, individuals and trusts)

Qualification

CPA licenseAccounting software proficiencyAnalytical skillsQuickBooksExcelCustomer service skillsCommunication skillsInterpersonal skillsProblem solving

Required

Bachelor's degree with an emphasis on accounting; candidate should have taken classes sufficient to be able to sit for the Uniform CPA Exam
0 - 3 years' experience in the public accounting industry
Excellent communication, attention to detail, strong analytical skills
Proficient with accounting software, and ability to learn new systems quickly
Excellent customer service and interpersonal skills
Proactive problem solving and ability to self-manage projects
Strong knowledge of QuickBooks and Excel

Preferred

CPA license preferred or actively working towards
Experience with Ultra Tax and Checkpoint Engage a plus

Benefits

401(k)
Medical benefits
Firm sponsored continuing education

Company

Platform Accounting Group

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Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.

H1B Sponsorship

Platform Accounting Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (2)

Funding

Current Stage
Late Stage
Total Funding
$85M
Key Investors
The Cynosure Group
2024-02-06Private Equity· $85M

Leadership Team

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Reyes Florez
Founder & CEO
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Company data provided by crunchbase