About the job:
CPA - Senior Associate to Director PLEASE READ THOROUGHLY TO AVOID REJECTION. Location: This is an in-person role based in San Marcos, CA.
Sponsorship:
Candidates must have valid work authorization; sponsorship is not available.
Minimum 4 years of professional experience in a CPA firm environment.
CPA license required or active progress toward obtaining one within 6-12 months.
Expertise in tax, audit, business valuation, or financial consulting is mandatory.
Work model: Primarily in-person with hybrid flexibility.
Job Description:
Join a dynamic CPA firm dedicated to delivering high-quality tax, audit, and advisory services to clients in the construction, manufacturing, distribution, and retail sectors. Led by an industry expert with 20+ years of experience, this firm provides a supportive environment that values autonomy, expertise, and professional growth.
Responsibilities:
Tax: Prepare and review income tax returns and compliance documents for pass-through entities and other for-profit structures.
Audit & Assurance: Lead and conduct financial statement audits, reviews, and compilations.
Business Valuation: Perform business valuations, cash flow analysis, and provide advisory services for M&A, succession planning, and transaction advisory.
Financial Consulting: Provide financial analysis and business consulting services tailored to industry-specific needs.
Manage client engagements independently, ensuring timely and accurate results.
Collaborate with the team to support client satisfaction and firm growth.
Qualifications:
Minimum 4 years of experience in a CPA firm environment.
CPA license or active progress toward obtaining one within 6-12 months.
Expertise in tax, audit, business valuation, or financial consulting.
Familiarity with partnership and pass-through entity tax structures preferred.
Experience with CCH software is advantageous.
Background in construction, manufacturing, distribution, or retail industries is a plus.
Why Join Us?
Growth Opportunities: Be part of a new and ambitious firm with opportunities for career advancement.
Diverse Client Base: Build expertise working with clients in high-impact industries.
Supportive Culture: Work in a team-oriented environment that values independence and innovation.
Flexible Work Model: Primarily in-office, with hybrid options to support work-life balance.
