Enrolled Agent (EA) / Certified Public Accountant (CPA)

Job Overview
We are seeking a highly motivated and detail-oriented Enrolled Agent (EA) / Certified Public Accountant (CPA) to join our dynamic financial team. This role offers an exciting opportunity to leverage your expertise in tax preparation, accounting, and financial analysis to deliver exceptional service to our clients. As a key member of our organization, you will be responsible for providing comprehensive tax planning, compliance, and consulting services, while supporting various accounting functions. Your energetic approach and strong technical skills will help drive our mission to empower clients with insightful financial solutions and strategic advice.

Duties

• Prepare and review individual, business, and trust tax returns ensuring accuracy and compliance with federal, state, and local regulations
• Conduct detailed estate planning consultations, including wills, trusts, and estate law considerations
• Perform corporate accounting tasks such as general ledger reconciliation, financial statement preparation, and regulatory reporting
• Analyze financial statements and reports to interpret financial concepts and support decision-making processes
• Assist with auditing procedures in accordance with SOX (Sarbanes-Oxley Act) compliance standards
• Support mergers & acquisitions activities through due diligence, financial analysis, and integration planning
• Utilize accounting software such as QuickBooks, Sage, Xero, and other financial tools for bookkeeping, account reconciliation, and financial data management

Requirements

• Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation required; additional certifications in securities law or non-profit accounting are a plus
• Proven experience in tax experience, public accounting, or corporate accounting environments
• Strong understanding of GAAP (Generally Accepted Accounting Principles), tax accounting, double entry bookkeeping, and regulatory standards
• Proficiency with accounting software including QuickBooks, Xero, Sage, and other financial software platforms
• Demonstrated analysis skills with the ability to interpret complex financial data and prepare detailed reports
• Knowledge of estate planning strategies such as wills, trusts & estate law is highly desirable
• Excellent organizational skills with attention to detail in account reconciliation and balance sheet reconciliation processes
• Ability to communicate complex financial concepts clearly to clients and team members
• Strong technical accounting skills including payroll processing, accounts payable management, budgeting, asset management, and financial planning

Join us if you’re passionate about delivering top-tier financial services with enthusiasm! We value energetic professionals who thrive on challenges and are eager to make a meaningful impact through their expertise. This position is paid — offering a rewarding environment where your skills will grow alongside our organization’s success.

Location - In Office - Ramona CA ( remote or hybrid is not currently available for this role )

Benefits- Health Insurance is not currently provided compensation package reflects this.

Pay: $62,000.00 - $92,000.00 per year

Work Location: In person