JOB DETAILS

Staff Accountant

CompanyPlatform Accounting Group
LocationGoleta
Work ModeOn Site
PostedMay 13, 2026
About The Company
Platform Accounting Group, est. 2015, is a nation-wide group of professional service firms created to preserve the dynamics of small firm culture while incorporating the technology and connectedness of the 21st century. We offer enterprise-grade resources, capabilities and support to local accounting and professional services teams, so they can focus their energy on personal, high-touch relationships with their clients - and thrive in an increasingly challenging environment. Our commitment to common-sense evolution and doing what’s right for the industry means we preserve what’s great about boutique and build on it. We bring a best-in-class client experience to tax, attest, outsourced accounting, ERP consulting services, and soon wealth management.
About the Role

Description

We are seeking a dedicated individual with an accounting background and an interest in technology to join our team as a Staff Accountant. We want someone looking for an opportunity to learn and grow in a fast-paced environment. This position is responsible for handling tasks such as monthly reconciliations, deposits, and invoicing.


Who we are:


Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and 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. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.


What you will do:

  • Perform accurate general accounting duties for the Platform Tech Advisors division including entering transactions and reconciling general ledger accounts.
  • Verify and complete payment of invoices associated with accounts payable and ensure payments are charged to the appropriate accounts.
  • Contribute to the timely completion of the monthly, quarterly, and annual close processes.
  • Send out customer statements and collect aging accounts receivable
  • Analysis and preparation of monthly financial statements
  • Pay vendors invoices in a timely manner
  • Enter deposits and manage receipts
  • Assist with customer invoicing
  • Prepare sales tax return
  • Create and update software pricing quotes
  • Manage customer support renewal contracts
  • Answer and direct support calls


What we look for:

  • Bachelor’s Degree or equivalent experience
  • 1 - 5 years professional bookkeeping or accounting experience
  • Excellent communication, attention to detail, strong analytical skills
  • Proficient with accounting software, and ability to learn new systems quickly.
  • Excellent customer service and interpersonal skills
  • Proactive problem solving and ability to self-manage projects.
  • QuickBooks, NetSuite, and/or Sage experience is a plus


What we offer:

  • 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

 

The expected salary range for this role is $55,000 - $75,000 per year, which represents a good faith and reasonable estimate.? Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring.? Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations. 


Applications will be accepted until the position is filled. 

Key Skills
General AccountingBank ReconciliationAccounts PayableAccounts ReceivableFinancial Statement PreparationSales Tax ReturnsInvoicingQuickBooksNetSuiteSageAnalytical SkillsCustomer ServiceInterpersonal SkillsProblem SolvingProject ManagementBookkeeping
Categories
Finance & AccountingConsultingAdministrative
Benefits
401(k)Medical BenefitsTraining and DevelopmentFlexible Work Arrangements
Job Information
📋Core Responsibilities
The role involves performing general accounting duties, including transaction entry, ledger reconciliation, and managing accounts payable and receivable. Additionally, the position is responsible for preparing monthly financial statements and managing customer invoicing and renewals.
📋Job Type
full time
💰Salary Range
$55,000 - $75,000
📊Experience Level
2-5
💼Company Size
189
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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