Staff Accountant/Bookkeeper – Wine Industry Accounting

Job Description

Staff Accountant / Bookkeeper | Platform Accounting Group

The Tone:
This is a full-time role at AWG Wine Advisors, a specialized firm within Platform Accounting Group, located in Santa Rosa, CA. 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. This role is critical in providing essential bookkeeping and advisory services, particularly for boutique and family-run wineries, ensuring the highest level of service and oversight for clients.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Santa Rosa, CA
• Pay: $50000–$80000 yearly
• Mission: Perform bookkeeping services for a variety of individual and business clients, with a focus on specialized accounting for the wine industry.
• Tech Stack: QuickBooks, Sage, CFS

What You’ll Actually Do
• Bookkeeping: Prepare monthly, quarterly, and annual bookkeeping for diverse clients.
• Payroll Management: Process client payroll, including all related W2, 1099, and quarterly/annual tax returns.
• General Accounting: Enter transactions and reconcile general ledger, credit card, and cash accounts.
• Accounts Payable: Verify, complete, and reconcile client invoices, ensuring proper account allocation.
• Sales Tax: Prepare and file sales tax returns for business clients.

The Must-Haves
• Background: Professional bookkeeping or accounting.
• Experience: 3+ years of professional bookkeeping or accounting experience; Multi-State Payroll experience.
• Skills: Proficiency with accounting software (QuickBooks, Sage, CFS) and ability to quickly learn new systems; Excellent communication, attention to detail, and strong analytical skills; Strong customer service, interpersonal skills, proactive problem-solving, and ability to self-manage projects.