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Cpa Cfp Jobs (NOW HIRING)

AM Advisors LLC

Certified Public Accountant (CPA)

Oakland, CA · On-site

$86K - $118K/yr

CPA We are looking for a highly-analytical certified public accountant (CPA) to join our talented team at AM Advisors. To accomplish your goal of successfully managing our company's tax and financial ...

AM Advisors

Certified Public Accountant (CPA)

Oakland, CA

$86K - $118K/yr

CPA We are looking for a highly-analytical certified public accountant (CPA) to join our talented team at AM Advisors. To accomplish your goal of successfully managing our company's tax and financial ...

Solar Mason

Certified Public Accountant (CPA)

Scranton, PA · On-site +1

$74K - $102K/yr

We are currently seeking a detail-oriented and proactive Certified Public Accountant (CPA) to join our finance team. The successful candidate will be responsible for ensuring the integrity of our ...

Plotnik, Feinberg & Associates, P.C.

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Certified Public Accountant (CPA)

Lathrup Village, MI · On-site

$120K - $140K/yr

A well-established CPA firm in Lathrup Village/Southfield, Michigan is seeking an experienced, career-minded CPA to join our leadership team. For more than 40 years, we have provided comprehensive ...

TPI Group Inc

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Certified Public Accountant (CPA)

Vienna, VA · On-site

$60K - $80K/yr

public accounting experience with CPA firm 5 years experience preparation of financial statements expert in Quick book is a must Tax preparation for individual and corporate tax Company Description ...

TPI Group Inc

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Certified Public Accountant (CPA)

Vienna, VA · On-site

$60K - $80K/yr

public accounting experience with CPA firm 5 years experience preparation of financial statements expert in Quick book is a must Tax preparation for individual and corporate tax Company Description ...

ATAX-Norton Shores Michigan

CPA

Norton Shores, MI

$67K - $93K/yr

Join Our Team as a CPA at ATAX - BankersLife & Casualty Are you a highly skilled Certified Public Accountant (CPA) looking to make a difference in the financial lives of individuals and businesses?

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All JobsCpa Cfp Jobs

Cpa Cfp information

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$61K

$101.9K

$141K

How much do cpa cfp jobs pay per year?

As of Jun 13, 2026, the average yearly pay for cpa cfp in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 per year, depending on experience, location, and employer.

What are CPA and CFP professionals?

CPA stands for Certified Public Accountant, a professional who is licensed to provide accounting services, including auditing, tax preparation, and financial consulting. CFP stands for Certified Financial Planner, a certification for professionals who specialize in financial planning, investment advice, retirement planning, and estate planning. Some individuals hold both CPA and CFP credentials, allowing them to offer a wide range of tax, accounting, and financial planning services to clients. These dual-certified professionals are particularly valuable for individuals and businesses seeking comprehensive financial advice and management.

How do CPA/CFPs typically balance their responsibilities between tax planning and financial advising for clients?

CPA/CFPs often navigate a dynamic workload that involves both detailed tax compliance tasks and ongoing financial planning for clients. During tax season, their focus may shift more toward tax preparation and strategy, while the rest of the year is dedicated to holistic financial advising, investment planning, and client consultations. Effective time management and clear communication are essential, as clients often seek integrated solutions rather than compartmentalized advice. Collaboration with other professionals, such as attorneys and investment managers, is common to provide comprehensive service and ensure all aspects of a client’s financial life are aligned.

What is the difference between Cpa Cfp vs Financial Planner?

AspectCpa Cfp

CredentialCPA (Certified Public Accountant) and CFP (Certified Financial Planner)
Work EnvironmentAccounting firms, financial planning firms, corporate finance
Industry UsageAccounting, tax, and financial planning sectors
Primary FocusTax, auditing, accounting, and financial planning

CPA CFP professionals often collaborate in financial planning, but CPA focuses more on accounting, tax, and auditing, while CFP emphasizes comprehensive financial planning and investment advice. Both credentials are highly valued in the financial industry, with overlapping skills in financial analysis and client advising.

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

To excel as a CPA CFP, you need strong expertise in accounting, tax planning, and financial analysis, supported by both Certified Public Accountant (CPA) and Certified Financial Planner (CFP) credentials. Familiarity with financial planning software, tax preparation systems, and compliance platforms is crucial for daily operations. Outstanding interpersonal communication, ethical judgment, and problem-solving skills set top professionals apart in this field. These competencies are vital for delivering accurate financial advice, ensuring regulatory compliance, and building lasting client relationships.
More about Cpa Cfp jobs
What cities are hiring for Cpa Cfp jobs? Cities with the most Cpa Cfp job openings:
What states have the most Cpa Cfp jobs? States with the most job openings for Cpa Cfp jobs include:
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Cpa Cfp jobs near you
Infographic showing various Cpa Cfp job openings in the United States as of June 2026, with employment types broken down into 63% Full Time, 31% Part Time, 1% Temporary, and 5% Contract. Highlights an 71% Physical, 16% Hybrid, and 13% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.
Certified Public Accountant (CPA)

Certified Public Accountant (CPA)

AM Advisors LLC

Oakland, CA • On-site

$86K - $118K/yr

Full-time

Posted 6 days ago

Job description

CPA Job Description:
We are looking for a highly-analytical certified public accountant (CPA) to join our talented team at AM Advisors. To accomplish your goal of successfully managing our company's tax and financial processes, you will perform various tasks. These include reviewing all tax forms, performing reconciliations, and analyzing business transactions.
To succeed in this role, you need to have comprehensive knowledge of bookkeeping, auditing, and budgeting processes. Our ideal candidate is extremely professional, with excellent communication and organizational skills.
Responsibilities:
  • Utilize expert proficiency in excel for accounting data analysis and financial forecasting and development of efficient tools for project management.
  • Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies; ensure records are in compliance with all applicable government regulations and professional standards.
  • Develop and implement internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  • Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Provide efficient control and utilization of financial resources.
  • Analyze financial details to identify development opportunities and areas where improvement is needed.
  • Coordinate and direct the financial planning, budgeting, or procurement.
  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Manage outstanding items and projects of clients for deadlines and timely completion and/or resolution.
  • Hands-on accounting including invoicing, accounts payable, payroll, accounts receivable processing, bank reconciliations, journal entries, financial report preparation and problem resolution of accounting issues. Prepare, examine, or analyze accounting records, financial statements, or other financial reports.
  • Respond to tax and accounting-related issues.

Requirements:
  • Bachelor's degree in accounting, finance, or a related field.
  • A minimum of 10 years' proven experience as a public accountant.
  • CPA certification is a requirement.
  • Outstanding tax knowledge of local, state, and federal regulations.
  • Excellent attention to detail with strong analytical skills.
  • Solid understanding of QuickBooks, QuickBooks Online, and MS Office.
  • Good communication and organizational skills.

Apply