CPA - Senior Associate to Director

MTS Moose Tech Solutions; San Marcos (CA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Growth Opportunities

Supportive Culture

Flexible Work Model

Job summary

A dedicated CPA firm in San Marcos, CA, is seeking a CPA - Senior Associate to Director to deliver high-quality tax, audit, and advisory services for clients. The ideal candidate will have at least 4 years of experience in a CPA firm, hold a CPA license or be on track to obtain one, and have expertise in tax, audit, business valuation, or financial consulting. This role offers growth opportunities within a supportive team-oriented environment with a flexible work model.

Qualifications

• 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.

Responsibilities

• Prepare and review income tax returns and compliance documents.
• Lead and conduct financial statement audits, reviews, and compilations.
• Perform business valuations and provide advisory services for M&A.

Skills

Tax

Audit

Business Valuation

Financial Consulting

Education

CPA license or progress towards it

Tools

CCH software

Job description

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.