CPA - Senior Associate to Director (Tax, Audit, or Business Valuation Focus) Job at Bright Sky Recruiting, San Marcos, CA

UU1kR2lZdlBzTWpzNStHYzdVVVpwMjlWZHc9PQ==
  • Bright Sky Recruiting
  • San Marcos, CA

Job Description

Company Overview:
We are a newly established, growth-oriented CPA firm led by a seasoned industry expert with over 20 years of experience in the local market. We are dedicated to delivering high-quality tax, audit, and business advisory services to a diverse portfolio of clients across the construction, manufacturing, distribution, and retail sectors. Our team values autonomy, initiative, and expertise, creating an environment where professionals can thrive and advance their careers in a supportive, dynamic workplace.

Position Overview:
We are seeking motivated, experienced CPAs or CPA candidates to join our firm at the Senior Associate through Director levels. Ideal candidates bring expertise in one primary area—tax, audit, business valuation, or financial consulting—with opportunities to develop additional skills. This is an in-office position with potential hybrid options.

Key Responsibilities:
Candidates will focus primarily on their area of expertise, with opportunities to expand into other responsibilities based on interest and experience:

  • Tax: Prepare and review income tax returns and compliance documentation for pass-through entities and other for-profit structures; support strategic tax planning initiatives.
  • Audit & Assurance: Lead and support financial statement assurance services, including audits, reviews, and compilations, ensuring accuracy and compliance for clients in key sectors.
  • Business Valuation & Advisory: Conduct business valuations, support cash flow management and profitability analysis, and provide advisory services in M&A, succession planning, and transaction advisory.
  • Financial Consulting: Engage in financial statement analysis, business consulting, and accounting support for construction industry clients.

Additional Responsibilities:

  • Manage client engagements autonomously, maintaining high standards of accuracy and timeliness.
  • Serve as a trusted advisor, providing insights into tax, audit, or valuation strategies and broader business challenges.
  • Collaborate with team members, sharing expertise and supporting the firm’s client satisfaction and growth goals.

Qualifications:

  • Minimum of 3 years of professional experience in a CPA firm environment with specialized expertise in tax, audit, business valuation, or business advisory.
  • CPA license or active progress toward obtaining a CPA license within 6-12 months.
  • Proficiency in CCH software is preferred.
  • Knowledge of partnership and pass-through entity tax structures is beneficial.
  • Industry-specific experience in construction, manufacturing, distribution, or retail sectors is advantageous.
  • Ability to work independently, manage engagements within your area of expertise, and meet deadlines without close supervision.

Why Join Us?

  • Growth Opportunity: Join a new firm with strong leadership and potential for career advancement from the start.
  • Diverse Client Base: Work with clients across high-impact industries, building expertise that is both rewarding and in demand.
  • Supportive Environment: Be part of a team that values independence, client relationships, and professional growth.
  • Flexible Work Model: Primarily in-office with potential hybrid options to support work-life balance.

If you’re a self-starter with specialized skills in tax, audit, business valuation, or business advisory and a dedication to excellence, we encourage you to apply and become a part of our exciting journey.

Job Tags

Full time, Local area, Flexible hours,

Similar Jobs

Allied Digestive Health

FT NP Atlantic County, NJ Job at Allied Digestive Health

Welcome to Allied Digestive Health! We are seeking an Office-based Nurse Practitioner to join our family in Somers Point, NJ. This role would require travel to 3 offices. Prior Primary Care or Gastroenterology experience preferred. Summary: The Nurse Practitioner...

Professional Roof Systems Inc

Warehouse Team Member Job at Professional Roof Systems Inc

Professional Roof Systems Inc As a Warehouse Team Member, you will play a key role in ensuring our warehouse operations run smoothly. You will be responsible for receiving, stocking, packing, and shipping products while maintaining high levels of accuracy and efficiency...

Experian

Business Analyst Summer Intern (Remote & Paid) Job at Experian

 ...sending a child to college, to growing a business by connecting with new customers we empower...  ...Programs! Job Description The Business Analyst Intern will work under the Sr. CRM...  ...Cloud, HubSpot) Benefits/Perks: Fully remote Volunteer Time Off Great compensation... 

VisionsHR

BUSINESS VALUATION CONSULTANT Job at VisionsHR

 ...Job Description Job Description BUSINESS VALUATION ANALYST Located in New York and servicing clients throughout the US and abroad, Advent Valuation Advisors offers focused, professional business valuations, intangible asset appraisals, and financial consulting... 

Compass Health Network

Nurse RN/LPN Residential Job at Compass Health Network

 ...Licensure supervision * Mentor opportunities * Tuition reimbursement * Scholarship program * Employee Assistance Program * Headspace Access * Paid time off & Paid Holidays * NHSC Loan Repayment Participant We welcome inquiries from qualified individuals...