Job Description

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We are seeking a detail-oriented and experienced Certified Public Accountant (CPA) to join our dynamic leadership team as a Partner . The ideal candidate will possess a strong understanding of accounting principles and practices, with a focus on financial auditing, tax preparation, and financial report interpretation. As a CPA Partner, you will play a crucial role in providing high-quality financial services to our clients, mentoring junior team members, and ensuring compliance with regulatory standards.

About AccuData & Co.:

AccuData & Co. is a proudly independent, high-performing CPA firm based in Laguna, California. We offer personalized, high-level tax, accounting, and advisory services to a loyal client base of high-net-worth individuals, closely held businesses, and private equity clients. We are not backed by venture capital or part of a national roll-upwere a true Old School firm driven by quality, experience, and results.

• Serve as a trusted advisor to high-net-worth individuals and closely held entities.
• Lead and manage a portfolio of clients, offering expert guidance in tax, audit, and financial consulting.
• Mentor junior accounting staff and contribute to firm-wide training and leadership development.
• Collaborate with internal teams and partners on strategic growth, business development, and operational improvements.

Accounting & Tax Duties:

• Prepare and review financial statements, ensuring accuracy and GAAP compliance.
• Conduct thorough financial audits to assess and ensure the integrity of financial records.
• Provide strategic tax planning and preparation services for individuals and businesses.
• Analyze financial data and prepare comprehensive reports summarizing financial positions.
• Manage journal entries and ensure all debits and credits are properly recorded.
• Utilize Excel and QuickBooks for financial reporting, analysis, and client bookkeeping support.
• Work directly with clients in private equity to deliver custom financial and compliance solutions.
• Remain current on industry regulations, tax law changes, and accounting best practices.

Requirements:

• Active CPA license in the State of California.
• Bachelors degree in Accounting or related field.
• Minimum of 10 years of progressive public accounting experience, including experience in tax planning, financial audits, and report preparation.
• Strong working knowledge of debits and credits, journal entries, and accounting fundamentals.
• Proven proficiency in Excel; QuickBooks experience is strongly preferred.
• Strong analytical and interpretive skills, especially when working with complex financial data.
• Excellent interpersonal and communication skills for effective client service and internal mentorship.
• Demonstrated ability to work independently and collaboratively in a fast-paced, deadline-driven environment.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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