Top 1280 Certified public accountant Jobs in Long Beach, Ca

Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Senior Finance Analyst
Gelson's Market —Santa Fe Springs, CA
- $80,000 - $90,000 a year
- Full-time
- Microsoft Excel
- CPA
- Bachelor of Science
- Disability insurance
- Health insurance
Quick Apply
Tax/Accounting/Assurance Professional - Senior or above
Nukariya CPA Office —Torrance, CA
- $80,000 - $180,000 a year
- Part-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Paid holidays
- Health insurance
Quick Apply
Senior Accountant
Confidential —Los Angeles, CA
- $130,000 a year
- Full-time
- Management
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —Los Angeles, CA
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
Accounts Payable Manager
Whatnot —Los Angeles, CA
- $140,000 - $180,000 a year
- Full-time
- Remote
- CPA
- 5 years
- Finance
- Paid parental leave
- Health insurance
Accountant, Revenue
SpaceX —Hawthorne, CA
- $85,000 - $120,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Assurance Associate I (Start Date: January 2027)
BPM LLP —Long Beach, CA
- $72,500 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Finance
- Master's degree
- Paid holidays
- Health insurance
Quick Apply
Senior Accountant
Instrumentum —Long Beach, CA
- $105,000 - $125,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Quick Apply
1d
Manager, Accounting Specialty
Blue Shield of California —Long Beach, CA
- $111,540 - $167,420 a year
- Full-time
- Hybrid work
- Background check
- Oracle
- CPA
- Work from home
Controller - WSS
Foot Locker —Gardena, CA
- $170,000 - $220,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- ERP systems
- Paid parental leave
- Health savings account
Part-Time Instructors - Business
Compton Community College District —Compton, CA
- $44.79 - $72.27 an hour
- Part-time
- Classroom
- CPA
- Marketing
Client Relationship Leader
CliftonLarsonAllen —Irvine, CA
- $182,200 - $306,000 a year
- Full-time
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Senior Accountant
Valar Atomics —Torrance, CA
- $120,000 - $150,000 a year
- CPA
- Office
- 3 years
- Health insurance
- Opportunities for advancement
Quick Apply
Accountant II
Beckman Coulter Diagnostics —Brea, CA
- $70,000 - $80,000 a year
- Full-time
- Oracle
- CPA
- Mid-level
- Health insurance
- Dental insurance
Accountant Need Form Construction Project
American Crowned Royal Monarchy Project —Beverly Hills, CA
- Email
- CPA
- Mid-level
- Finance
Entry Level Accountant
CKP —Irvine, CA
- CPA
- Master's degree
- Bachelor's degree
Department Manager of Accounting (Limited-Term)
Southern California Association of Governments —Los Angeles, CA
- $160,513.60 - $231,150.40 a year
- Full-time
- Hybrid work
- CPA
- Customer service
- ERP systems
- Paid parental leave
- Disability insurance
Finance Program Manager
Netflix —Los Angeles, CA
- $225,000 - $360,000 a year
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Provider Compensation Analyst
Providence —Anaheim, CA
- $39.45 - $61.24 an hour
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays

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certified public accountant jobs near long beach, ca

Certified Financial Planner (Tax Focused)

Compak Asset Management
Newport Beach, CA

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Job Details

Full-time
$105,000 - $210,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance

Qualifications

CFP
CPA
Master of Taxation
Bachelor's degree
Enrolled Agent

Full Job Description

Financial Planner — Tax-Focused Wealth Management Opportunity for CPAs and MS-Tax Professionals

At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ.

Compak’s integrated wealth management solution includes asset management, retirement planning, tax planning, estate planning, charitable planning, and risk management.

Compak participates in Fidelity Investments’ Wealth Advisor Solutions network. This program connects Fidelity clients with independent investment advisory firms that provide specialized investment and financial planning solutions, while allowing clients to maintain their relationship with their Fidelity advisor.

Opportunity

Compak is seeking a Financial Planner to join our Newport Beach, CA office. This is a full-time, in-office, client-facing role for a planning professional who wants to help design sophisticated financial strategies for high-net-worth families.

This is an excellent opportunity for a CPA, tax professional, or MS-Tax graduate who is interested in transitioning from traditional tax work into comprehensive financial planning and wealth management.

Working closely with Compak’s Wealth Managers, the Financial Planner will prepare comprehensive financial plans, develop tax strategies, support client relationships, and help deliver a seamless, high-quality wealth management experience.

Responsibilities

The Financial Planner will:

Create comprehensive financial plans.
Lead financial and tax planning work for an assigned group of client households.
Analyze client goals, cash flow, retirement needs, tax considerations, estate planning issues, charitable planning opportunities, and risk management needs.
Collaborate closely with Wealth Managers and other team members to deliver integrated client advice.
Maintain and cultivate relationships with external professionals and service providers to enhance the delivery of concierge-level client service.
Help prepare client meeting materials and participate in client meetings, as appropriate.
Support ongoing planning updates as client circumstances, markets, tax laws, and estate planning needs evolve.

Qualifications

Bachelor’s degree required; preferred fields include finance, accounting, economics, tax, mathematics, or a related discipline.
2+ years of individual tax return preparation and/or financial planning experience with a wealth advisory firm, RIA, financial planning firm, CPA firm, or related financial services organization.
CPA or CFP® designation preferred.
Candidates with an MS in Taxation and an interest in wealth management are also encouraged to apply.
Strong understanding of the U.S. tax system for individuals and families.
Familiarity with financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management.
Experience with financial planning or tax preparation software preferred.
Highly accurate, organized, analytical, and detail-oriented.
Strong communication skills and the ability to explain complex planning concepts clearly to clients.
Responsive, professional, collaborative, and client-service-oriented.

Compensation and Benefits

Competitive salary commensurate with experience. Range: $105,000 to $210,000.
Full benefits package, including medical, dental, vision, and disability coverage.
401(k) plan with company contribution.
Discretionary annual bonus.
Paid holidays.

Please email your resume to [email protected] and [email protected]

Pay: $105,000.00 - $210,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

certified public accountant jobs in long beach, ca

Certified Financial Planner (Tax Focused)

Senior Finance Analyst

Tax/Accounting/Assurance Professional - Senior or above

Senior Accountant

FBI Special Agent: CPA/Accounting/Finance Expertise

Accounts Payable Manager

Accountant, Revenue

Assurance Associate I (Start Date: January 2027)

Senior Accountant

Manager, Accounting Specialty

Controller - WSS

Part-Time Instructors - Business

Client Relationship Leader

Senior Accountant

Accountant II

Accountant Need Form Construction Project

Entry Level Accountant

Department Manager of Accounting (Limited-Term)

Finance Program Manager

Provider Compensation Analyst

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