Top 166 Certified public accountant Jobs in Oceanside, Ca

Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
10d
Corporate Controller (Manufacturing)
Emergent Staffing —Carlsbad, CA
- $185,000 - $205,000 a year
- Full-time
- CPA
- Office
- Finance
Quick Apply
3d
Fractional Real Estate Controller/Director of Finance & Capital Planning
Confidential —Carlsbad, CA
- $125 - $175 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- CPA
- Office
Quick Apply
2d
Senior Accountant
Intuit —San Diego, CA
- $112,500 - $161,500 a year
- Hybrid work
- Oracle
- CPA
- Office
Senior Corporate Accountant
Viasat —Carlsbad, CA
- $79,000 - $146,500 a year
- Online Application
- Hybrid work
- Oracle
- CPA
- Office
3d
Accounting Operations Manager
Young's Holdings —Solana Beach, CA
- $125,000 - $135,000 a year
- 7 years
- CPA
- Mid-level
- Paid holidays
- Health insurance
Senior Accountant
Leonardo DRS —San Diego, CA
- $83,527 - $119,480 a year
- CPA
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Controller - Onsite
SmartStop Self Storage —Oceanside, CA
- From $180,000 a year
- Full-time
- 11+ years
- Analysis skills
- In-person
- Paid holidays
- Health insurance
Financial Controller / Accountant
Hanley Investment Group —Del Mar, CA
- $100,000 - $120,000 a year
- Full-time
- Office
- QuickBooks
- Organizational skills
- Health insurance
- Dental insurance
Staff Accountant
SqlDBM —Carlsbad, CA
- $90,000 - $115,500 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Finance
- Disability insurance
- Health insurance
Quick Apply
9d
Tax Staff
LAVINE LOFGREN MORRIS & ENGELBERG LLP —La Jolla, CA
- $60,000 - $80,000 a year
- CPA
- Research
- Organizational skills
- Free parking
- Disability insurance
Senior Corporate Accountant
Viasat, Inc. —Carlsbad, CA
- $79,000 - $146,500 a year
- Online Application
- Hybrid work
- Oracle
- CPA
- Office
3d
Finance & Accounting Manager
Nth Generation —San Diego, CA
- $120,000 - $135,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Customer service
- Word processing
- Disability insurance
- Health insurance
Quick Apply
Senior Case Advisor
Centura Wealth Advisory —San Diego, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- 7 years
- Senior level
- Communication skills
Quick Apply
Senior Associate
J.S. Held LLC —Solana Beach, CA
- $100,000 - $120,000 a year
- Full-time
- Microsoft Word
- CPA
- Research
- Commuter assistance
- Health insurance
Quick Apply
11d
Part-time Faculty, Accounting
Palomar College —San Marcos, CA
- Part-time
- CPA
- Mid-level
- Finance
- Retirement plan
Corporate Accountant
General Atomics —San Diego, CA
- $89,180 - $155,825 a year
- Extended hours
- Hybrid work
- CPA
- Data analysis skills
- Research
Accounting Manager
PaveMasters LLC —Poway, CA
- $150,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Accountant
Fate Therapeutics —San Diego, CA
- $90,000 - $105,000 a year
- Full-time
- Microsoft Excel
- CPA
- Research
2d
Controller
ADDMAN Engineering LLC —Carlsbad, CA
- $95,000 - $160,000 a year
- Microsoft Outlook
- CPA
- English

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certified public accountant jobs near oceanside, ca

Senior Financial Advisor

Blankinship & Foster
Solana Beach, CA

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Job Details

Permanent | Full-time
10 days ago

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance

Qualifications

Financial planning
Estate planning needs analysis
Tax planning
Teamwork
CFP
Income tax planning
Business development
Bachelor's degree
Attention to detail
Insurance planning
Financial services
Estate planning
Retirement planning advisory services
Financial retirement planning

Full Job Description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Duties and Responsibilities

Serve as the lead advisor and primary relationship manager for assigned clients.
Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning.
Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations.
Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations.
Contribute to firm growth through business development, process improvement, and participation in strategic initiatives.
Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing.

Requirements and Qualifications

Certified Financial Planner (CFP®) designation. CPA is a plus.
Bachelor's degree from an accredited college or university.
7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

Client-focused, collaborative professional with strong relationship-building skills.
Excellent communication skills with the ability to simplify complex financial concepts.
Highly organized, analytical and detail oriented.
Ability to work effectively with colleagues, clients and external professional partners.

Salary and Benefits

Compensation will be commensurate with skills and experience
Bonus
15 days of paid vacation to start, plus sick time
Paid holidays
401(k) plan
Health insurance benefits
Continuing education and conference reimbursement
Dues and membership fees for approved professional organizations
Exempt position

Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice, please submit your resume and cover letter.

No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com

Blankinship & Foster, LLC is an Equal Opportunity Employer.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Solana Beach, CA 92075

Apply Now

Refine Your Search

certified public accountant jobs in oceanside, ca

Senior Financial Advisor

Corporate Controller (Manufacturing)

Fractional Real Estate Controller/Director of Finance & Capital Planning

Senior Accountant

Senior Corporate Accountant

Accounting Operations Manager

Senior Accountant

Controller - Onsite

Financial Controller / Accountant

Staff Accountant

Tax Staff

Senior Corporate Accountant

Finance & Accounting Manager

Senior Case Advisor

Senior Associate

Part-time Faculty, Accounting

Corporate Accountant

Accounting Manager

Senior Accountant

Controller

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