Position Details: Senior Associate – CPA Firm
| Location: | Santa Maria, CA, United States |
| Openings: | 1 |
| Salary Range: | $60K-$100K |
Description:
Our client is a highly reputable full-service CPA firm located on the beautiful Central Coast of California. With a commitment to excellence, they specialize in providing top-tier accounting, audit, tax, and advisory services to a diverse clientele. Their mission is to deliver expert financial guidance with a personalized touch, ensuring that clients receive the highest level of service tailored to their unique business and personal needs.
Due to continued growth, they are seeking an experienced Senior Associate to join their dynamic team. This role offers a fantastic opportunity for a motivated accounting professional to develop their expertise in financial reporting, audits, and taxation while working in a collaborative and client-focused environment.
Position Overview
As a Senior Associate, you will play a key role in delivering high-quality audit, accounting, and tax services to a portfolio of privately held businesses and individual clients. This position requires strong technical knowledge, analytical abilities, and a proactive approach to problem-solving. You will work closely with clients, partners, and other team members to ensure compliance, accuracy, and efficiency in all financial reporting and advisory services.
This is an on-site role based in Santa Maria, CA, offering direct client interaction, mentorship opportunities, and career advancement within a professional yet supportive work culture.
Key Responsibilities
Audit & Financial Reporting:
- Perform financial audits, compilations, and reviews for various clients across different industries.
- Prepare and analyze financial statements to ensure accuracy and compliance with accounting standards.
- Identify and resolve accounting and financial discrepancies.
- Assist in the development of audit plans, procedures, and risk assessments.
Tax Compliance & Advisory:
- Prepare and review individual, corporate, and partnership tax returns, ensuring compliance with federal and state regulations.
- Provide strategic tax planning advice to clients to optimize financial outcomes.
- Research tax-related issues and stay updated on changes in tax laws and regulations.
Client Engagement & Relationship Management:
- Develop and maintain strong relationships with clients by providing tailored financial solutions.
- Serve as a trusted advisor, addressing client inquiries and assisting with financial decision-making.
- Participate in client meetings, presenting findings, and making recommendations for financial improvements.
Leadership & Collaboration:
- Mentor and support junior staff by providing training, guidance, and performance feedback.
- Collaborate with partners and senior management on complex client engagements and special projects.
- Contribute to the firm’s growth by identifying new business opportunities and participating in networking events.
Qualifications & Requirements
To succeed in this role, candidates should have a strong background in public accounting and financial analysis.
Education & Certification:
- Bachelor's degree in Accounting, Finance, or a related field (Master’s degree preferred).
- CPA certification is highly preferred or must be in progress.
Experience:
- 3 to 5 years of experience in audit, tax, and accounting within a public accounting firm.
- Strong expertise in compilations, reviews, and taxation for privately held businesses.
- Proven ability to conduct financial audits and perform detailed financial analysis.
Technical & Professional Skills:
- Solid understanding of Generally Accepted Accounting Principles (GAAP) and financial reporting standards.
- Proficiency in financial statement preparation, tax research, and audit documentation.
- Strong analytical skills with the ability to interpret and apply complex financial data.
- Experience using accounting software and financial reporting tools (e.g., QuickBooks, CCH Axcess, Lacerte, or similar).
Soft Skills & Work Ethic:
- Excellent verbal and written communication skills, with the ability to present findings effectively.
- Strong organizational and time-management skills to handle multiple tasks and deadlines.
- High level of integrity, professionalism, and attention to detail.
- A proactive, team-oriented mindset with a commitment to delivering exceptional client service.
Why Join the Firm?
- Competitive salary and performance-based incentives.
- Comprehensive benefits package, including health insurance, retirement plans, and professional development support.
- A collaborative and professional work environment that fosters growth and mentorship.
- Opportunities for career advancement and leadership development within a reputable CPA firm.
- A chance to work in a beautiful and thriving region with a strong business community.
How to Apply
If you are a highly motivated accounting professional looking to take the next step in your career, we encourage you to apply! Please submit your resume and cover letter outlining your relevant experience and qualifications.
Join a firm that values expertise, client relationships, and career growth—apply today!
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