Senior Accountant / Senior Bookkeeper

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon-to-be wealth management services to small and medium-sized businesses and their owners. With 50+ offices across 15 states and significant growth on the horizon, we offer a professional and dynamic work environment while prioritizing work/life balance through flexible work arrangements.

About the role

As a key part of our team, you will perform general bookkeeping, payroll, and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight.

Responsibilities

• Provide accounting and advisory services for a variety of clients, including individuals and businesses in diverse 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 accounting systems and records.
• Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP.
• Propose and set up 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.
• Conduct proactive risk and compliance assessments and provide best practice recommendations to clients.
• Oversee and review work from entry-level staff; train and oversee staff accountants.
• Manage personal and team projects, 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 clients’ needs.

Requirements

• 3–5 years of professional accounting experience, preferably in or across multiple clients and industries.
• Superior accuracy and technical expertise, with knowledge of client industries.
• Excellent communication, attention to detail, and strong analytical skills.
• Expert use of accounting software and systems, with the ability to learn new systems quickly.
• Excellent customer service and interpersonal skills.
• Proactive problem-solving and project management.
• Bachelor’s degree preferred.
• Experience with QuickBooks Accounting Software.

Benefits

• Tremendous opportunity for advancement within a rapidly growing professional services firm.
• Ongoing informal and formal training and development.
• Very competitive compensation.
• 401(k) and medical benefits.
• Firm-sponsored continuing education.