Senior Tax & Advisory Leader — Path to Partner (Hybrid)

CalCPA; Costa Mesa (CA); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Path to ownership

Hybrid/remote work

Mentorship

Job summary

CalCPA, a single-office local CPA firm in Costa Mesa, seeks an experienced Senior Accountant specializing in Tax with exposure to Audit. You will transition from technical work to leadership, mentoring staff and taking ownership of client relationships.

The role emphasizes tax planning for individuals, corporations, trusts and partnerships, with opportunities for growth toward partnership and a flexible hybrid/remote work arrangement to support training and client service.

Qualifications

• 5+ years of recent public accounting experience (tax focus).
• CPA license strongly preferred or close to completion.
• Strong communication to mentor staff and advise clients.

Responsibilities

• Tax preparation & planning for individuals, corporate, trust and partnership returns.
• Lead, mentor and review junior staff work.
• Act as a primary contact for clients.

Skills

Tax expertise

Mentoring

Client advisory

Education

CPA license or near completion

Tools

Lacerte

QuickBooks

Doc.It

Job description

CalCPA, a single-office local CPA firm in Costa Mesa, seeks an experienced Senior Accountant specializing in Tax with exposure to Audit. You will transition from technical work to leadership, mentoring staff and taking ownership of client relationships.

The role emphasizes tax planning for individuals, corporations, trusts and partnerships, with opportunities for growth toward partnership and a flexible hybrid/remote work arrangement to support training and client service.