Demo

Senior Associate (CPA)

Whopper Technologies
San Marcos, CA Full Time
POSTED ON 12/4/2024
AVAILABLE BEFORE 2/4/2025
Job Position : Senior Associate (CPA)
Full time USA locations (remote/hybrid/on-site)
Experience: 3 20 years
Visa: USC & GC
Salary: 90K 200K

Company Overview:
Client 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 Senior Associate 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:

  • Prepare and review income tax returns and compliance documentation for pass-through entities and other for-profit structures; support strategic tax planning initiatives.
  • Lead and support financial statement assurance services, including audits, reviews, and compilations, ensuring accuracy and compliance for clients in key sectors.
  • Conduct business valuations, support cash flow management and profitability analysis, and provide advisory services in M&A, succession planning, and transaction advisory.
  • Engage in financial statement analysis, business consulting, and accounting support for construction industry clients.
  • 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.

Mindtris, a minority women-owned enterprise, is at the forefront of digital transformation, technology excellence, and business growth solutions. Specializing in talent mobilization and innovation, we are dedicated to enhancing customer experiences across diverse sectors such as Information Technology, Telecommunications, Healthcare, Engineering, and the Public sector. With a focus on deploying top-tier talent and fostering innovation, we empower businesses to thrive and excel in a rapidly evolving digital landscape, helping them reach new heights of success.

Mindtris is committed to fostering workforce diversity and is proud to be an equal opportunity employer.

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