Careers
Interested in working in tax and accounting with a focus on clear communication and practical client service? The roles below describe potential future opportunities at Newport Beach CPA Services. They are not confirmed open positions. Email [email protected] to inquire about current opportunities, qualifications, and employment terms.
What We Look For
- Care about the work. We want people who take pride in doing cpa properly, not just quickly.
- Straight talk with customers. You will be in someone's home or business explaining what you found. Plain language beats jargon.
- Reliability. Showing up when you said you would matters more here than any single line on a resume.
- Respect for the property. Protecting the space, cleaning up, and leaving it better than you found it.
- Safety, every time. Following safe practice is part of the job, not an extra.
Experience in cpa or a related trade helps. If you have the attitude and not yet the trade experience, say so, because we do train.
Roles We Hire For
We are a small team, so openings come and go with the work. These are the roles we hire into.
Tax Associate
A potential role supporting individual and business tax preparation, organizing client documents, researching tax questions, and assisting with return review processes.
Qualifications
- Education or relevant experience in accounting or taxation.
- Familiarity with federal and California tax concepts.
- Strong attention to detail and document organization.
- Ability to communicate clearly and protect confidential information.
Benefits
- Potential exposure to individual and business tax work.
- Opportunities to develop research and technical accounting skills.
- Collaborative professional learning environment.
- Compensation and employment benefits to be confirmed if a position opens.
Staff Accountant
A potential position assisting with account reconciliations, financial statements, bookkeeping reviews, and accounting projects for small business clients.
Qualifications
- Accounting education or relevant professional experience.
- Understanding of general ledger accounting and reconciliations.
- Comfort working with spreadsheets and accounting software.
- Organized communication and problem-solving skills.
Benefits
- Experience with a variety of small business accounting needs.
- Opportunities to improve financial reporting skills.
- Potential professional development and mentoring.
- Specific compensation and benefits to be determined.
Bookkeeping Specialist
A potential role focused on transaction categorization, bank reconciliations, financial record organization, and recurring bookkeeping support.
Qualifications
- Experience with bookkeeping or accounting fundamentals.
- Ability to reconcile bank and credit card accounts.
- Careful recordkeeping and time management.
- Willingness to learn new accounting systems and workflows.
Benefits
- Opportunity to work with different business types.
- Skill development in bookkeeping and reporting processes.
- Collaborative, client-focused work environment.
- Employment arrangements and benefits subject to confirmation.
Client Services Coordinator
A potential administrative position helping organize client communications, document requests, scheduling, and engagement workflows.
Qualifications
- Strong written and verbal communication.
- Excellent organizational and follow-up skills.
- Comfort using common office software.
- Commitment to client confidentiality and professionalism.
Benefits
- Opportunity to learn professional accounting office operations.
- Varied administrative and client service responsibilities.
- Potential development of workflow and coordination skills.
- Compensation, schedule, and benefits to be confirmed.
How to Apply
Email [email protected] with "Careers" and the role in the subject line. Include:
- A short note about the kind of work you have done
- Your resume, or simply a list of previous jobs and dates
- The area you can reliably get to
- A phone number and the best time to reach you
We read every application. If there is a fit, expect a short phone conversation first, then a meeting and a ride-along on a job so you can see the work before you commit to it.
We do not always have an opening posted. Send your information anyway. We keep applications on file and reach out first to people who already introduced themselves when a spot opens.
Newport Beach CPA Services considers all applicants without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.
Questions about this page?
Prefer to talk? Call 8124547532 or email [email protected] and we will get back to you.