Mid-Level Accounting Position

Published: 6/14/2022

Job Description

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

Location: In-Office — Santa Barbara, CA

Employment Status: Full-Time

FLSA Status: Exempt

Start Date: Immediately

KEY RESPONSIBILITIES

The essential functions for the role include, but are not limited to the following:

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

Perform other duties and projects as assigned

QUALIFICATIONS

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

Strong written and verbal communication and organizational skills

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.