Senior Business Advisory Manager

Description

Description:

The Senior Business Advisory Manager is a key part of our team. In addition to the 

traditional roll-up-your-sleeves preparation and review, the role requires a strong sense of 

entrepreneurship, strategy, and management. We rely heavily on our leadership team to develop 

and execute the vision in each of their respective offices, and in return provide tremendous career 

growth opportunity.

This role is responsible for overseeing and scaling the firm’s business advisory function, including accounting and strategic consulting services. This role combines deep technical expertise with high-level leadership, driving client outcomes, team performance, and operational excellence. You will develop the advisory team, partner with other firm leaders to execute strategic initiatives, and ensure delivery of high-quality financial guidance, financial planning, and business consulting services. This role is both client-facing and operational, requiring strong business acumen, leadership, and the ability to drive growth and innovation across the advisory practice.

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 16 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:

• Develop and manage relationships with clients, focusing on client experience and retention.
• Provide advisory services to clients related to finances, taxes, and business practices.
• Develop and execute the retention and growth plans, operations strategies, business development and help the organization achieve its objectives and goals.
• Develop, coach and motivate employees, manage their time, commitments, and goals.
• Projects a positive image of the organization to clients, employees, industry, and community.
• Review, analyze, and implement business practices that will improve firm performance.
• Oversee and provide high-level accounting and business advisory services, including bookkeeping, sales tax, KPI tracking and financial reporting.
• Deliver strategic business consulting, including budgeting, cash flow analysis, internal controls, and tax planning.
• Partner with clients on long-term financial strategies and business growth initiatives
• Establish team priorities, manage workload distribution, and ensure deadlines and quality standards are met.
• Coach, mentor, and develop employees, including performance management and career development planning.
• Foster a high-performance culture focused on accountability, continuous improvement, and technical excellence.
• Regular and reliable attendance during core work hours is essential for business operations.

What we look for:

• 5 - 15 years professional public accounting experience, preferably across multiple client and industry types.
• 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.
• Bachelor’s degree required, Master’s degree preferred.
• CPA preferred. 

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
• Firm sponsored continuing education.