CPA / Financial Advisor

About the Opportunity

We’re hiring on behalf of a well-established and highly respected CPA firm in Westlake Village that’s planning for its next chapter. The founder has built a long-standing firm known for its personalized service and multi-generational client relationships—and is now looking to bring on a CPA who can step confidently into a leadership role.

This is a unique opportunity for a CPA who thrives on client relationships, tax strategy, and proactive financial planning. You’ll be stepping into a practice where trust matters, and where your input and leadership will help shape the firm’s future.

Key Responsibilities

• Prepare and review tax returns, financial statements, and client bookkeeping

• Deliver strategic tax planning and financial guidance

• Collaborate with clients and their financial advisors

• Build long-term client relationships through personalized service

• Work closely with internal team members and assist in workflow coordination

• Engage in firm planning discussions and take on increasing leadership over time

What Makes This Role Unique

• High-Trust Client Base: Work with loyal clients who value expert guidance and relationship-based service

• Collaborative Environment: Join a tight-knit team with a supportive culture and low turnover

• Locally Rooted: Serve individuals, families, and small businesses in the Westlake Village area and beyond

• Long-Term Growth: This is a leadership-track role with the potential for future expansion and influence within the firm

Qualifications

• Active CPA license (California or eligible for reciprocity)

• 5–10 years of tax and public accounting experience

• Proficiency in individual, business, and trust returns

• Excellent communication and relationship-building skills

• Comfortable working directly with clients and third-party advisors

• QuickBooks and tax software experience (Lacerte a plus)

• Motivated by professional growth and long-term client service

Work Environment

• Office located in Westlake Village, CA with flexibility for hybrid work

• High-integrity, client-focused firm culture

• Steady, manageable workflow with support from experienced team members