Jobs · Accounting · California

Senior Staff Accountant / Bookkeeper

Platform Accounting Group · Santa Rosa, CA · 2 wk ago
Accounting$70k–$100k/yrFull-time

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. We currently have 50+ offices across 15 states with much more growth on the horizon. Our unique business model allows for flexible work arrangements to prioritize work/life balance.

About the role

As a Senior Staff Accountant / Bookkeeper, you will perform general bookkeeping, payroll, and business advising for a variety of individual and business clients. You will help 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: enter transactions, reconcile general ledger, credit card, and cash accounts; propose and record journal entries.
  • Perform complex adjustments and reconciliations; clean up accounting systems and records.
  • Utilize accounting software 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.
  • Provide high-level service on complex projects using strong industry knowledge and research abilities.
  • Conduct proactive risk and compliance assessments and recommend best practices 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 serving or across multiple clients and industries.
  • Superior accuracy and technical expertise; knowledge of client industries.
  • Excellent communication, attention to detail, and strong analytical skills.
  • Expert use of accounting software and systems; 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.
  • 401(k) and medical benefits.
  • Firm-sponsored continuing education.

Pay

The expected salary range for this role is $70,000 – $100,000 per year. Compensation decisions depend on factors including education, training, skillset, credentials/certifications, relevant work experience, geographic work location, role scope and responsibilities, internal level and peer equity, and market considerations.

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