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Cfa Cpa Jobs (NOW HIRING)

UWorld, LLC

Certified Public Accountant (CPA)

Dallas, TX · Hybrid

$74K - $101K/yr

Due to continued growth, UWorld is looking to add a CPA / Senior Accountant to the Finance and Accounting Team. Central to the accountant's role is a strong understanding of GAAP with the ability to ...

ImpactSearch Partners

CPA

Calabasas, CA

As a CPA, you will play a critical role in providing audit and assurance services to their clients, including financial statement audits, reviews, and compilations. You will work closely with our ...

STI

Certified Public Accountant

$76K - $105K/yr

Certified Public Accountant Location: REMOTE Duration: Project will be for 1 month, may extend Description: FL-DBPR-Condominiums, Timeshares and Mobile Homes - Certified Public Accountant - Project ...

ImpactSearch Partners

CPA

Calabasas, CA · On-site

As a CPA, you will play a critical role in providing audit and assurance services to their clients, including financial statement audits, reviews, and compilations. You will work closely with our ...

NGFN

Certified Public Accountant (CPA)

Piqua, OH · On-site

$70K - $90K/yr

Murray, Wells Wendelynn & Robinson is a well-established CPA firm known for providing comprehensive accounting, tax, and advisory services to a diverse clientele. Our commitment to excellence and ...

Bdt & Associates Inc

Certified Public Accountant

Yuma, AZ · On-site

$75K - $90K/yr

Certified Public Accountant (CPA) Salary: $75,000 - $90,000 About the Role : BDT & Associates, Inc, a financial advisory firm in Yuma, AZ is seeking a highly qualified and proactive Certified Public ...

NGFN

Certified Public Accountant (CPA)

Lancaster, OH · On-site

$70K - $90K/yr

Jones & Company is a well-established CPA firm known for providing comprehensive accounting, tax, and advisory services to a diverse clientele. Our commitment to excellence and integrity has earned ...

ImpactSearch Partners

CPA

Calabasas, CA

As a CPA, you will play a critical role in providing audit and assurance services to their clients, including financial statement audits, reviews, and compilations. You will work closely with our ...

NGFN

Certified Public Accountant (CPA)

Lancaster, OH · On-site

$70K - $90K/yr

Jones & Company is a well-established CPA firm known for providing comprehensive accounting, tax, and advisory services to a diverse clientele. Our commitment to excellence and integrity has earned ...

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All JobsCfa Cpa Jobs

Cfa Cpa information

See salary details

$22K

$83.2K

$148.5K

How much do cfa cpa jobs pay per year?

As of Jun 10, 2026, the average yearly pay for cfa cpa in the United States is $83,193.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What are CFA and CPA designations?

CFA stands for Chartered Financial Analyst, a credential offered by the CFA Institute that focuses on investment management, financial analysis, and ethics. CPA stands for Certified Public Accountant, a certification provided by state boards of accountancy in the U.S. for accounting professionals. The CFA is recognized internationally and is valued in roles such as portfolio management, research analysis, and investment banking. The CPA is essential for accountants, auditors, and tax professionals, especially for those who want to sign audit reports or represent clients before the IRS. Both designations require passing rigorous exams and meeting experience requirements, but they prepare professionals for different areas of finance and accounting.

What is the difference between Cfa Cpa vs Financial Analyst?

AspectCfa CpaFinancial Analyst
Required CredentialsCPA or CFA certifications often preferredTypically a bachelor's degree; CFA or CPA optional
Work EnvironmentAccounting firms, corporate finance, auditingInvestment firms, banks, corporate finance departments
Industry UsageAccounting, auditing, financial reportingInvestment analysis, financial planning
Common Search/ComparisonOften compared for finance and accounting rolesCompared with CPA for finance career paths

The main difference between Cfa Cpa and a Financial Analyst lies in their focus and credentials. Cpa professionals typically work in accounting, auditing, and financial reporting, often holding CPA certifications. Cfa professionals focus on investment analysis and portfolio management, with CFA certifications. Financial Analysts may not always hold these certifications but work in investment and financial planning roles. While there is some overlap, especially in finance-related industries, each role has distinct qualifications and work environments.

How do CFA and CPA professionals typically collaborate within finance teams, and what unique perspectives do they each bring?

CFA and CPA professionals often work together on finance teams, particularly in organizations that require both investment analysis and thorough financial reporting. CFAs contribute deep expertise in investment management, portfolio analysis, and financial modeling, while CPAs bring robust knowledge in accounting standards, auditing, and regulatory compliance. Their collaboration ensures that financial strategies are both sound from an investment perspective and compliant with accounting standards. Team structures often encourage regular communication between CFAs and CPAs to align business goals, mitigate risks, and optimize financial outcomes.

What are the key skills and qualifications needed to thrive as a CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant), and why are they important?

To thrive as a CFA or CPA, you need strong analytical skills, a solid understanding of finance or accounting principles, and the respective CFA or CPA certification. Familiarity with financial modeling tools, accounting software such as QuickBooks or SAP, and advanced Excel is often essential. Attention to detail, integrity, and effective communication are standout soft skills in these roles. These skills and qualities are crucial for ensuring accuracy, ethical standards, and insightful financial analysis or reporting in the finance and accounting industries.
More about Cfa Cpa jobs
What cities are hiring for Cfa Cpa jobs? Cities with the most Cfa Cpa job openings:
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Cfa Cpa jobs near you
Infographic showing various Cfa Cpa job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 71% Physical, 16% Hybrid, and 13% Remote job distribution, with an average salary of $83,193 per year, or $40 per hour.
Certified Public Accountant (CPA)

Certified Public Accountant (CPA)

Sun West Mortgage-Since 1980

Guaynabo, PR • On-site

$75K - $103K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Job description

Role Overview

We are seeking a highly skilled, licensed Certified Public Accountant (CPA) in Puerto Rico to manage the comprehensive financial and tax affairs for a High-Net-Worth Individual (HNWI) and their associated Puerto Rico-based LLC.

The ideal candidate will be an expert in the complexities of the Puerto Rico Internal Revenue Code and have a deep understanding of local tax incentives (e.g., Act 60). You will serve as a strategic advisor, ensuring full compliance while optimizing tax positions for both the individual and the business entity.

We prioritize enthusiasm and passion over traditional “Big Five” experience.


Key Responsibilities

1. Puerto Rico Tax Compliance & Strategy

  • Prepare and file all Puerto Rico individual income tax returns (Form 482) for high-net-worth family
  • Manage tax filings for Puerto Rico LLCs, including informative returns and partnership filings where applicable.
  • Ensure compliance with Act 60 (formerly Act 20/22) requirements, including annual reports and maintaining the tax exemption decree.
  • Oversee municipal tax requirements, including Patente Municipal (Volume of Business Tax) and CRIM (Property Tax).

2. Accounting & Financial Management

  • Maintain accurate books and records for the LLC in accordance with GAAP or tax-basis accounting.
  • Perform quarterly and year-end closings, providing detailed financial statements.
  • Manage cash flow forecasting and personal financial statements for the individual.
  • Coordinate with external auditors or legal counsel as necessary.

3. Strategic Advisory

  • Provide proactive tax planning to minimize liabilities across PR and Federal jurisdictions (where applicable).
  • Advise on the tax implications of local investments, real estate transactions, and cross-border income.
  • Monitor changes in Puerto Rico Department of the Treasury (Hacienda) regulations and advise on impact.


Required Qualifications & Skills

  • Licensure: Active CPA license in Puerto Rico (Colegio de Contadores Públicos Autorizados de Puerto Rico) is mandatory.
  • Experience: Minimum of 2–4 years of experience in tax accounting, specifically working with HNWIs and Puerto Rico business structures.
  • Regulatory Expertise: Deep fluency in the Puerto Rico Internal Revenue Code and the PR Incentives Code (Act 60).
  • Technical Skills: Proficiency in PR-specific tax software (e.g., Expert Tax, SURI platform) and accounting software (QuickBooks, Xero, or similar).
  • Communication: Bilingual in English and Spanish is required, with the ability to explain complex PR tax laws to stakeholders.
  • Integrity: Absolute discretion and confidentiality regarding personal and business finances.

Company Description

Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.