Senior Accountant - Finance - Full Time

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. Supervise staff accountants, including project oversight, time management, review of work, and ongoing training. Manage fixed assets and depreciation schedules. Perform balance sheet reconciliations. Conduct bank reconciliations. Complete case goods reconciliation review. Prepare sales, business, and excise tax returns. Support inventory cost accounting.

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.
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.

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
Ongoing informal and formal training and development
401(k) and medical benefits
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 fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. 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.