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Cpa Banking Jobs (NOW HIRING)

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 ...

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 ...

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 ...

Tax return preparation includes fiduciary, business and personal income tax returns, as well as estate and gift tax returns and foreign bank account reporting. Requirements: * CPA license is ...

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 ...

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 ...

Tax return preparation includes fiduciary, business and personal income tax returns, as well as estate and gift tax returns and foreign bank account reporting. Requirements: * CPA license is ...

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 ...

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 ...

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 ...

Be Seen First

We are a CPA firm based in Lawrenceville, Georgia seeking a dedicated and career-driven professional to join our team. This position offers an excellent opportunity to expand your career in a ...

Certified Public Accountant

$76K - $105K/yr

Certified Public Accountant REMOTE Project will be for 2 months. Candidate can work 100 hours remotely. Days/Times are open. Interview: Interviews will be mid April with a June start date Work ...

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Cpa Banking information

See salary details

$11K

$81.6K

$120.5K

How much do cpa banking jobs pay per year?

As of Aug 7, 2026, the average yearly pay for cpa banking in the United States is $81,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $120,000.00 per year, depending on experience, location, and employer.

How does a CPA in a banking environment typically collaborate with other departments to ensure regulatory compliance?

CPAs working in the banking sector frequently collaborate with departments such as risk management, internal audit, and compliance to ensure adherence to financial regulations and reporting standards. They may participate in cross-functional meetings, assist in designing internal controls, and provide financial analysis to support decision-making. This collaborative approach helps identify potential compliance risks early and ensures that the bank’s financial practices align with both internal policies and external legal requirements. Effective communication and teamwork are key, as CPAs often serve as a bridge between financial operations and regulatory bodies.

What is the difference between Cpa Banking vs Cpa Financial Services?

AspectCpa BankingCpa Financial Services
CertificationsCPA, possibly CFA or CFPCPA, CFA, CFP often preferred
Work EnvironmentBank branches, corporate banking divisionsInvestment firms, financial advisory, asset management
Employer & IndustryCommercial banks, retail bankingFinancial advisory firms, investment banks

Both Cpa Banking and Cpa Financial Services require CPA certification and involve financial analysis. However, Cpa Banking focuses on banking operations, lending, and compliance within banks, while Cpa Financial Services centers on investment management, financial planning, and advisory roles. The choice depends on your interest in banking operations versus investment and financial planning sectors.

What are the key skills and qualifications needed to thrive as a CPA in banking, and why are they important?

To thrive as a CPA in Banking, you need strong analytical skills, deep knowledge of accounting principles, financial regulations, and a current Certified Public Accountant (CPA) license. Familiarity with financial reporting software, banking compliance systems, and advanced Excel functions is typically required. Exceptional attention to detail, integrity, and effective communication skills help you excel in managing complex financial data and collaborating with stakeholders. These skills are crucial for ensuring regulatory compliance, accurate financial reporting, and sound decision-making within the banking sector.

What is a CPA banking professional?

CPA banking professionals are Certified Public Accountants who specialize in providing financial and advisory services to banks and other financial institutions. They use their expertise in accounting, auditing, and compliance to help banks manage risk, ensure regulatory compliance, and optimize financial performance. CPA bankers may work in roles such as auditors, compliance officers, or financial analysts within banks, or as external consultants providing specialized services to banking clients.
More about Cpa Banking jobs
What cities are hiring for Cpa Banking jobs? Cities with the most Cpa Banking job openings:
What states have the most Cpa Banking jobs? States with the most job openings for Cpa Banking jobs include:
Infographic showing various Cpa Banking job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 9% Part Time, and 3% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $81,630 per year, or $39.2 per hour.

Certified Public Accountant (CPA)

Sun West Mortgage-Since 1980

Guaynabo, PR • On-site

$75K - $103K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 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.