Platform Accounting Group · 2 months ago
Business Advisory Manager
Santa Rosa,CA,US
Full-time
Hybrid
Senior Level
5+ years expPlatform 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. The Business Advisory Manager will oversee client engagements, manage team members, and ensure the timely completion of accounting and advisory services for various clients.
AccountingAdviceConsultingFinancial Services
Responsibilities
Act as the primary contact for all client work across multiple offices
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 in a variety of industries
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 accounting standards such as GAAP
Propose and setup accounting systems and services for new clients
Prepare payroll and payroll tax returns; 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
Qualification
Required
5 - 15 years professional accounting experience, preferably across multiple clients and industries
Superior accuracy and technical expertise, knowledge of client industries
Excellent communication, attention to detail, strong analytical skills
Expert use of accounting software & systems, and ability to learn new systems quickly
Excellent customer service and interpersonal skills
Proactive problem solving and project management
Bachelor's degree required
Preferred
Master's Degree
CPA
Benefits
401(k)
Medical benefits
Firm sponsored continuing education
Company
Platform Accounting Group
Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.
1001-5000 employees
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 StageTotal Funding
$85MKey Investors
The Cynosure Group
2024-02-06Private Equity· $85M
Leadership Team
Reyes Florez
Founder & CEO
Recent News
Accounting Today
2024-05-05
Business Wire
2024-05-05
Company data provided by crunchbase