Accountant / Property Manager - Staff -Santa Barbara, CA
prospring
Salary: BOE (excellent compensation package)
The CEO of a privately held investment firm seeks a experienced
professional to help manage the financial, property and other personal
matters for him and his family, and to support the operating company.
They are looking for someone with degree in accounting, preferably a
CPA.
The operating company is in Carpinteria, CA and the home estate is in
the Santa Barbara area. The family has multiple residences in multiple
countries, so you must be adept as managing remote staff.
This is a full time on-site position in their Carpinteria office.
The successful candidate will have acute attention to detail, and
extremely flexible in managing workloads. You must thrive on juggling
multiple projects and changing priorities.
Strong communication skills, both written and verbal, are necessary.
Job Responsibilities:
Accounting – bookkeeping, bill paying, cash flow analysis, budgeting,
fund transfers, employee payroll management, net worth statement
preparation, financial statement preparation, records maintenance and
administration
Property management – including remote management of staff at each
property location
Insurance services – consulting and administration for all types of
medical, homeowner, property and liability insurance
Tax services – assist professional team with coordination of income
tax planning, preparation and compliance
Estate planning – assist professional team with coordination of estate
plan review, wealth transfer arrangements, estate tax compliance, long-
term healthcare analysis
Document management and retention – wills, trusts, estate plans,
advisor agreements, deeds, contracts, tax returns, passports, birth
certificates, marriage certificates, prenuptial and postnuptial
agreements, and other paperwork
Luxury items assistance – purchases and sales, insurance appraisals
and management, storage arrangements, maintenance, inventory updates
and record keeping
Philanthropic planning and administration – gift administration,
charitable trust advice, family foundation administration, development
and management of charitable giving program
Requirements:
o. 5+ years experience in Accounting, Property Management, Staff
Management, etc. (Required)
o. Degree in Accounting, Finance or applicable field (CPA a plus)
(Required)
Notes:
o. Excellent compensation package available.
o. No relocation is budgeted for this position, so the client is
hoping to find a local (Southern California) candidate.
o. The location is amazing: the office is less than a block from the
beach in Carpinteria, an easy commute from Santa Barbara to the north
or Ventura from the south.
o. Authorized US workers only.
o. You must have excellent references and be able to pass a stringent
background check.
o. Questions? Call us at 866-302-5774 x 203
o. To be considered, please apply via our online application (the
information you provide will be forwarded with your resume to the
hiring manager): <a href="http://www.maxhire.net/cp/?
E55F65361E43717B77501D6539561F63482D7C"> Apply Here </a>