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

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  • Bright Sky Recruiting
  • San Marcos, CA

Job Description

Job Description

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

Local area, Flexible hours,

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