Tax Advisor

As a Tax Advisor at Platform Accounting Group, your primary responsibilities include preparing individual and business tax returns, enhancing client relationships, and providing accounting services such as bookkeeping and payroll. You will also identify and resolve tax-related issues, ensuring compliance and strategic planning for our clients.

To apply for the Tax Advisor role at Platform Accounting Group, you'll need a Bachelor's Degree—preferably in Accounting or Finance. While having a Master's degree is preferred, if you have 0-3 years of experience in tax preparation and are either a licensed EA or CPA, or actively working towards licensure, you are encouraged to apply.

The work environment for a Tax Advisor at Platform Accounting Group is professional yet friendly, emphasizing teamwork and collaboration. We prioritize work/life balance and offer flexible work arrangements to ensure our team members feel supported and valued in their career endeavors.

Yes! At Platform Accounting Group, we are committed to the growth of our employees. There are ample opportunities for advancement within our rapidly growing professional services firm, coupled with ongoing training and development programs to help you enhance your skills.

As a Tax Advisor at Platform Accounting Group, you will enjoy competitive compensation, a robust 401(k) plan, medical benefits, and firm-sponsored continuing education, which all contribute to your overall job satisfaction and professional development.

When answering this question, provide specific examples of the types of tax returns you've prepared, such as individual, C-Corp, or S-Corp returns. Highlight any software you’re proficient in and any processes you follow to ensure accuracy and compliance.

Discuss the resources you utilize, such as official IRS publications, tax seminars, and industry newsletters. This demonstrates your commitment to staying informed and providing the best advice to your clients.

Explain the importance of communication and understanding client needs. Share examples of how you have previously engaged with clients to foster trust, such as regular check-ins or tailoring services to meet their unique financial situations.

Provide a specific example of a tax issue, outlining the steps you took to identify the problem, research potential solutions, and implement a resolution. Highlight your analytical skills and resourcefulness.

Discuss your experience in bookkeeping, payroll, or sales tax, and how you’ve successfully assisted clients with these services. Emphasize your ability to not only provide tax guidance but also offer comprehensive financial support.

Talk about your methodology for understanding a client's financial situation and goals. Provide examples of how you've helped clients minimize their tax liability through strategic planning.

Mention specific tax software you've worked with, like QuickBooks or TurboTax, and explain why you prefer these tools. Include how they enhance your efficiency and accuracy in preparing returns.

Share your passion for assisting clients and making complex tax issues understandable. Whether it’s building relationships or providing peace of mind, express what drives your enthusiasm for this role.

Explain your organizational strategies, such as creating a schedule or checklist to ensure deadlines are met. Emphasize your ability to remain calm under pressure while providing excellent service.

Express your admiration for Platform Accounting Group’s commitment to client service and professional development. Share how the company's growth aligns with your career goals and why you would be a good fit for their culture.