Platform Accounting Group - Goleta, CA

posted 4 months ago

Full-time - Mid Level
Goleta, CA

About the position

The Bookkeeper is a key part of our team at Platform Accounting Group, where you will perform general bookkeeping, payroll, and business advising for a variety of individual and business clients. Our primary goal is to build long-lasting relationships by providing the highest level of service and oversight to our clients while ensuring a first-class experience for our team members across our offices. As a rapidly growing professional services firm, we provide tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. With 28 offices in 11 states and more growth on the horizon, we understand that every employee has different needs, allowing for more flexible work arrangements than most firms can offer. We prioritize work/life balance in a professional and dynamic work environment. In this role, you will provide accounting and advisory services for a diverse range of clients, including individuals and businesses across various industries. Your responsibilities will include performing general accounting duties such as entering transactions, reconciling general ledger, credit card, and cash accounts, as well as proposing and recording journal entries. You will also be tasked with performing complex adjustments and reconciliations on books, cleaning up accounting systems and records, and utilizing accounting software to prepare financial reports while ensuring adherence to accounting standards such as GAAP. Additionally, you will propose and set up accounting systems and services for new clients, prepare payroll and payroll tax returns, file sales tax returns, and manage fixed assets and personal property records. Your role will also involve proactive risk and compliance assessments, providing best practice recommendations to clients, overseeing and reviewing work from entry-level staff, and managing personal and team projects while ensuring timely completion and adherence to deadlines. Building relationships with clients to gain a deeper understanding of their finances and businesses will be crucial, as will interpreting financial reports and proposing journal entries for business clients. You will be expected to build your knowledge of tax laws and accounting practices to better serve our clients' needs.

Responsibilities

  • Provide accounting and advisory services for a variety of clients, including individuals and businesses in various 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.
  • 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.

Requirements

  • 3 - 5 years professional accounting experience, preferably in for or 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 skills.
  • Bachelor's degree required, Master's Degree preferred.
  • CPA preferred.

Nice-to-haves

  • Experience in tax accounting.

Benefits

  • 401(k)
  • Continuing education credits
  • Health insurance
  • Opportunities for advancement
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