Senior Staff Accountant

Job Description:

Description
The Senior Staff Accountant is a key part of our team. They will support client financial operations, oversee staff accountants, and manage a variety of technical accounting responsibilities. This role plays a key part in delivering accurate reporting, thoughtful analysis, and exceptional client service across winery clients.

This role is for our firm located in Santa Rosa, called AWG Wine Advisors. AWG Wine Advisors is a specialized accounting and advisory firm dedicated exclusively to the wine industry. With decades of hands-on winery finance experience, we blend industry-specific expertise with high-level technical accounting knowledge to support boutique and family-run wineries.

What you will do:

Supervise staff accountants, including project oversight, time management, review of work, and ongoing training.
Manage fixed assets and depreciation schedules.
Prepare weekly cashflow projections.
Perform balance sheet reconciliations.
Conduct bank reconciliations.
Complete case goods reconciliation review.
Prepare sales, business, and excise tax returns.
Support inventory cost accounting.
Prepare weekly cashflow projections for clients.
Review client books at period end and ensure accurate accruals, adjustments, and reconciliations.
Perform debt and lease reconciliations.
Assist with the preparation of financial statements.
Support bank reporting requirements.

What we look for:

2 - 6 years of experience in bookkeeping, accounting, or similar role.
Experience in the wine industry is highly preferred
Bachelor’s degree in accounting or related field is preferred.
Superior accuracy and technical expertise, knowledge of client industries.
Excellent communication, attention to detail, strong analytical skills
Expert use of with accounting software & systems, and ability to learn new systems quickly
Excellent customer service and interpersonal skills
Proactive problem solving and project management
Experience with QuickBooks Accounting Software
What we offer:

Salary Range: $75,000 – $133,000 based on skills/experience
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

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 48 offices across 14 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.

You’ll love working at AWG because you get to apply your expertise in a niche practice where your work truly makes an impact. We build meaningful, long-term relationships with winery owner/operators, winemakers, and growers, allowing you to work closely with clients who genuinely value your guidance. Our team culture is collaborative, supportive, and focused on mentorship, giving you real opportunities to learn, grow, and advance. You’ll also enjoy a predictable monthly workflow without the stress of a traditional “busy season,” along with a strong commitment to training, continuing education, and ongoing professional development. Backed by the technology, resources, and community of the Platform Accounting Group, you’ll experience a modern, tech-enabled work environment with the career pathways of a growing firm.

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