Explore 1M+ Live Opportunities.
Direct applications, high-package MNC listings, and exclusive insider referrals updated daily across 50+ niches worldwide.
Live Jobs|Remote & Onsite|Apply in 1 Click
Join Our WhatsApp Job ChannelDirect applications, high-package MNC listings, and exclusive insider referrals updated daily across 50+ niches worldwide.
Impact Family Office · Santa Barbara
At Impact Family Office, a Certified B-Corp, our mission is to serve a select group of high-net-worth individuals, families, and estates who are intentional about the impact of their financial resources. We focus on aligning a client's values and goals with the sources and uses of their finances — from investments to philanthropy — always with a long-term perspective on the impact upon their balance sheet, succession plans, wealth transfer plans, and their community.
Impact Family Office is seeking to grow our team with a mid-level Accounting candidate, who will play a key role in executing the financial reporting and accounting processes for our clients. If you thrive in a collaborative, growth, relationally driven environment and are looking to join a team motivated to create an impact across the communities and families we serve, we want to hear from you.
POSITION SUMMARY
Position Title:
Mid-Level Accounting Position
Reports To:
Accounting Manager
In-Office — Santa Barbara, CA
Employment Status:
Full-Time
FLSA Status:
Exempt
Perform full-cycle
accounting procedures (A/R, A/P, P/R, G/L, tax payments), including, month end closing, journal entries, period-end adjustments, and general ledger maintenance
Prepare monthly, quarterly, and annual financial statements and reporting packages (cash flow, liquidity, etc.)
Monitor and review
record of assets, liabilities, and investment
activities across multiple related entities and holding structures
Review, analyze, and reconcile bank, credit card, investment, and loan statements, including intercompany transactions and allocations between entities
Maintain compliance calendars for and coordinate with tax professionals, attorneys, investment advisors, vendors, and tenants as needed per client
Communicating with vendors to address any past due invoices on their account and providing weekly status updates to management/client
Administrative and office managerial tasks for company and clients including processing invoices, bill payments, scanning and organizing documents, etc.
Tracking of work time for invoicing clients
Bachelor’s degree in Accounting, Finance, or Business-related field (CPA or CPA candidate preferred)
3-5+ years of experience in accounting, business administration or other financial services roles
Strong working knowledge of GAAP; exposure to private company and/or trust accounting is a plus
Ability to develop and maintain strong client relationships
Ability to communicate confidential and sensitive information appropriately
Ability to work well with others under deadline situations and respond to changes in priorities
Ability to work independently while managing multiple clients, projects, and deadlines simultaneously
Willingness to, take initiative, set priorities, and see projects through to completion. Desire to take ownership of work, follow through on tasks and orientation to action
Skilled in working with cross functional teams to achieve overall business objectives
Exceptional analytical and problem-solving abilities
Strong computer aptitude, including experience with all MS Office programs, particularly Outlook, Excel, Word, Teams, etc.
Proficiency in QuickBooks or other forms of accounting software
Team player who recognizes learning opportunities and can flex to fill different roles in a small organization and fast-paced environment
WHAT WE OFFER
An effective and highly motivated and growth-minded team.
A collaborative and results-driven work environment.
Opportunities and support for professional development.
401(k) plan with employer match.
A Santa Barbara office location.
Details
| Company | Impact Family Office |
| Location | Santa Barbara |
| Type | FULL TIME |
| Niche | Full-time |