CM3 Advisory
Tired of the same old grind and the same old firm? Ready for something truly different? If you like the pace of public accounting but don’t see yourself with the big firm for long and also aren’t ready to dive into private. LET’S TALK!!
CM3 Advisory is a San Diego-based boutique accounting and advisory firm serving middle-market private and public companies, and private investors. We provide a comprehensive range of assurance, advisory, and transaction support services tailored to the needs of dynamic, growth-focused clients.
We operate at the intersection of technical excellence and practical insight, delivering big-firm expertise with the agility and personalized attention of a boutique team. Our professionals thrive in a collaborative, high-integrity environment where precision, curiosity, and trust are central to everything we do.
At CM3, you won’t just advance your accounting career. You’ll develop a deeper understanding of business, work closely with decision-makers, and contribute meaningfully to client success and the growth of the firm. If you're seeking an opportunity to grow alongside accomplished professionals while making an immediate impact, we invite you to join us.
We currently have an opening for a senior accountant to join our firm. Our firm is based in San Diego, California and serve clients nationally.
About the role
This position is located at our office in Downtown San Diego. This is a hybrid position with the requirement to work in office at least 3 days per week. Key Responsibilities
Oversee day-to-day activities on audit engagements for private and public companies, transaction advisory engagements and monthly accounting projects. Oversee staff on pre-audit planning and field work for engagements, reviewing client accounting and operating procedures Perform internal control testing and planning to support an audit opinion, including: preparing supporting work paper documentation, conducting analytical reviews of account balances and preparing financial statements Research technical issues that arise during the course of audit engagements Assist Managers and Partners in preparing risk assessment, audit plan programs and internal audit reports. Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Audit Staff Identify opportunities for process improvement Requirements
Bachelor’s degree in accounting, finance, or related field Active CPA license preferred or demonstrated process towards achievement 3+ years of external audit experience required, preferably with a technically proficient large local or regional firm Strong MS 365 skills, particularly excel and generally speaking possess a high digital quotient. Strong current knowledge of US GAAP, GAAS Ability to work additional hours as needed and travel out-of-town, overnight, to clients as required Excellent analytical, problem-solving, and root cause determination skills Excellent communication skills – written and verbal Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment Action-oriented, decisive approach to work required, with the willingness to take a hands‑on role to ensure the deliverables are met on time Compensation
Salary range: $80,000 – $110,000 annually, depending on experience, education and CPA progress Flexible scheduling for full-time or part-time availability CPA exam support and professional development opportunities Performance-based bonus potential Additional benefits available for full-time employees Seniority level
Mid‑Senior level Employment type
Full‑time Job function
Accounting/Auditing and Finance Industries
Accounting Referrals increase your chances of interviewing at CM3 Advisory by 2x Sign in to set job alerts for “Senior Accountant” roles. #J-18808-Ljbffr
This position is located at our office in Downtown San Diego. This is a hybrid position with the requirement to work in office at least 3 days per week. Key Responsibilities
Oversee day-to-day activities on audit engagements for private and public companies, transaction advisory engagements and monthly accounting projects. Oversee staff on pre-audit planning and field work for engagements, reviewing client accounting and operating procedures Perform internal control testing and planning to support an audit opinion, including: preparing supporting work paper documentation, conducting analytical reviews of account balances and preparing financial statements Research technical issues that arise during the course of audit engagements Assist Managers and Partners in preparing risk assessment, audit plan programs and internal audit reports. Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Audit Staff Identify opportunities for process improvement Requirements
Bachelor’s degree in accounting, finance, or related field Active CPA license preferred or demonstrated process towards achievement 3+ years of external audit experience required, preferably with a technically proficient large local or regional firm Strong MS 365 skills, particularly excel and generally speaking possess a high digital quotient. Strong current knowledge of US GAAP, GAAS Ability to work additional hours as needed and travel out-of-town, overnight, to clients as required Excellent analytical, problem-solving, and root cause determination skills Excellent communication skills – written and verbal Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment Action-oriented, decisive approach to work required, with the willingness to take a hands‑on role to ensure the deliverables are met on time Compensation
Salary range: $80,000 – $110,000 annually, depending on experience, education and CPA progress Flexible scheduling for full-time or part-time availability CPA exam support and professional development opportunities Performance-based bonus potential Additional benefits available for full-time employees Seniority level
Mid‑Senior level Employment type
Full‑time Job function
Accounting/Auditing and Finance Industries
Accounting Referrals increase your chances of interviewing at CM3 Advisory by 2x Sign in to set job alerts for “Senior Accountant” roles. #J-18808-Ljbffr