Tax Manager

Central Point Partners; San Diego (CA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A growth-oriented CPA firm in San Diego is seeking experienced CPAs or CPA candidates for Senior Associate through Director levels. Candidates should have expertise in tax, audit, business valuation, or financial consulting with potential hybrid work options. The role involves preparing tax returns, leading audits, and conducting business valuations, alongside opportunities for professional growth and client engagement.

Qualifications

• Minimum of 3 years of professional experience in a CPA firm.
• Proficiency in CCH software is preferred.
• Knowledge of partnership and pass-through entity tax structures.

Responsibilities

• Prepare and review income tax returns for pass-through entities.
• Lead financial statement assurance services including audits.
• Conduct business valuations and provide advisory services.

Skills

Experience in tax

Audit and assurance services

Business valuation

Financial consulting

Education

CPA license or progress toward CPA

Tools

CCH software

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.