Staff Accountant

Whitman Advisory Job Community; Thousand Oaks (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Performance bonuses

401(k) and healthcare

CPA exam and license support

Hands-on mentorship

Career progression opportunities

Job summary

A growing CPA group in Thousand Oaks, CA, is hiring a Staff Accountant. This role involves preparing business and individual tax returns, supporting accounting engagements, and performing tax research. The ideal candidate should have a Bachelor's degree in Accounting or Finance and at least 2 years of public accounting experience, preferably in tax. The firm offers competitive salary, performance bonuses, healthcare benefits, CPA exam support, and a clear career progression path. Join a vibrant team committed to mentorship and professional growth.

Qualifications

• Minimum 2 years of experience in public accounting, emphasizing tax preparation.
• Solid understanding of tax fundamentals.
• CPA eligibility preferred.

Responsibilities

• Prepare business and individual income tax returns under supervision.
• Support accounting engagements like general ledger maintenance.
• Perform basic tax and accounting research.

Skills

Attention to detail

Analytical ability

Communication skills

Proficiency in Microsoft Excel

Collaborative mindset

Motivated self-starter

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

QuickBooks

Lacerte

Job description

Get AI-powered advice on this job and more exclusive features.

Staff Accountant – Public Accounting (Thousand Oaks, CA)

Location: Thousand Oaks, California – Greater Los Angeles Area

Reports To: Senior Manager

About the Firm

We are a growing, family-office-backed CPA group bringing together established firms on a national platform built for long-term growth and innovation. We combine the stability of traditional accounting with the energy and career opportunity of a modern firm.

Position Summary

We’re looking for a Staff Accountant with a solid foundation in accounting and tax who is ready to grow in a mentoring environment. In this role, you’ll support tax preparation, accounting, and client service engagements while developing the technical and leadership skills to move quickly toward Senior Accountant and beyond.

This is ideal for someone who wants hands‑on work, direct client exposure, and a clear career path in public accounting.

Key Responsibilities

• Prepare business and individual income tax returns under the supervision of senior team members.
• Support accounting engagements, including general ledger maintenance and account reconciliations.
• Perform basic tax and accounting research, and draft clear workpapers and documentation.
• Participate in client meetings, assisting with data gathering, analysis, and follow‑up.
• Collaborate with senior staff to identify process improvements and help implement best practices.
• Actively pursue CPA certification – the firm provides exam fee reimbursement and paid study support.
• Grow professionally through mentorship, training, and exposure to diverse industries and clients.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA eligibility preferred).
• Minimum 2 years of experience with a small to mid‑size public accounting firm, with an emphasis on tax preparation (internships count).
• Strong attention to detail, analytical ability, and willingness to learn.
• Solid understanding of tax fundamentals.
• Proficiency in Microsoft Excel and familiarity with accounting/tax software (QuickBooks, Lacerte, or similar a plus).
• Excellent communication skills and a collaborative mindset.
• Motivated self‑starter comfortable handling a wide range of responsibilities.

What’s Offered

• Competitive salary and performance bonuses.
• 401(k), healthcare, and paid time off.
• CPA exam and license support (we pay for it).
• Hands‑on mentorship from experienced managers and partners.
• Exposure to diverse clients and industries.
• A clear, supported career path from Staff → Senior → Manager → Partner within a growing national network.

💬 Interested or know someone who fits? Let’s connect.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Staffing and Recruiting and Accounting