Senior Tax Advisor

As a Senior Tax Advisor at Platform Accounting Group, your primary responsibilities will include preparing complex tax returns for individuals and various business entities like c-corps and partnerships. You will not only tackle the technical aspects of tax preparation but also take an advisory role, helping clients navigate tax-related issues, providing strategic financial advice, and maintaining solid client relationships. You'll also engage in research to identify and resolve complex tax situations and support management with various projects.

To qualify for the Senior Tax Advisor position at Platform Accounting Group, candidates should have a Bachelor’s Degree, with a Master’s Degree preferred. Additionally, a minimum of 3 years of experience in preparing various tax returns is essential. Candidates must be either an Enrolled Agent (EA) or a Certified Public Accountant (CPA), or actively working towards obtaining licensure. A thorough understanding of tax policies, accounting practices, and financial principles is also required to excel in this role.

Platform Accounting Group is committed to fostering the professional growth of its Senior Tax Advisors through ongoing informal and formal training programs. Employees have access to firm-sponsored continuing education, keeping them updated on the latest tax laws and best practices. This commitment to development not only empowers you to enhance your skill set but also positions you for potential advancement within our fast-growing firm.

At Platform Accounting Group, we recognize that each employee has different needs when it comes to work-life balance. We offer flexible work arrangements that many firms don’t provide, allowing our Senior Tax Advisors to tailor their schedules to fit both their professional and personal lives. Whether it's remote work options or adaptable hours, we prioritize the well-being of our team members, enabling them to thrive in their roles.

The team culture at Platform Accounting Group is vibrant, dynamic, and collaborative. As a Senior Tax Advisor, you’ll work alongside a diverse group of professionals who are dedicated to achieving client success. We believe in open communication, mutual respect, and supporting each other’s growth. Our environment is designed to be both professional and engaging, helping you achieve your best while building meaningful relationships with clients and colleagues alike.

When answering this question, highlight specific tax returns you’ve worked on, the complexities involved, and the outcomes. Share how you approached challenges in tax preparation and any strategies you employed to ensure accuracy and compliance. Providing examples of how you worked within a team or independently to manage deadlines can also showcase your experience effectively.

Discuss the importance of communication and understanding clients’ needs in your response. You might mention how you schedule regular check-ins, provide proactive advice, and ensure transparency in your interactions. Sharing specific instances where you successfully built a relationship through exceptional service or problem-solving will illustrate your approach.

Choose a specific example where you faced a challenging tax issue, explain the steps you took to identify the root cause, and highlight the research or resources you utilized. Emphasize collaboration with colleagues or clients to develop a solution, illustrating your problem-solving capabilities and tax knowledge.

You could mention utilizing various resources such as tax journals, professional associations, and attending relevant workshops or seminars. Express your commitment to continuous learning and how staying informed benefits your clients and helps in your role as a Senior Tax Advisor.

Technology is crucial in modern tax preparation. Discuss the software tools you’ve used and how they streamline your processes, improve accuracy, and allow you to provide better analysis and insights for clients. This reflects your adaptability and willingness to leverage technology in your work.

This is an opportunity to demonstrate your interpersonal skills. Highlight the importance of listening to the client’s concerns, providing additional information or clarification, and being open to exploring alternative solutions. Show how you prioritize maintaining the relationship while ensuring the client understands the rationale behind your advice.

Tailor your answer to highlight your relevant experience, skills, and cultural fit with Platform Accounting Group. Discuss your understanding of their unique working environment, your ability to contribute positively to their culture, and how your professional goals align with the firm’s growth ambitions.

Provide a detailed account of a project that showcases your project management skills, outlining your role, the challenges faced, and the outcomes achieved. Explain how you coordinated with team members and clients, managed timelines, and delivered results that contributed to the firm’s success.

Discuss the methods you use to double-check your work, such as reviewing calculations, using software tools, and peer reviews. Emphasize your commitment to accuracy and detail, which is essential in a Senior Tax Advisor role.

Share your perspective on mentoring and how you’ve contributed to the development of junior team members in past roles. Discuss specific strategies such as constructive feedback, knowledge sharing, or creating opportunities for hands-on experience to help them grow professionally.