Mid-Level Accounting Position

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.

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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.

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POSITION SUMMARY

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• Position Title: Mid-Level Accounting Position
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• Reports To: Accounting Manager
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• Location: In-Office — Santa Barbara, CA
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• Employment Status: Full-Time
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• FLSA Status: Exempt
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• Start Date: Immediately
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KEY RESPONSIBILITIES

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• The essential functions for the role include, but are not limited to the following:
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• 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
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• Prepare monthly, quarterly, and annual financial statements and reporting packages (cash flow, liquidity, etc.)
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• Monitor and review  record of assets, liabilities, and investment  activities across multiple related entities and holding structures
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• Review, analyze, and reconcile bank, credit card, investment, and loan statements, including intercompany transactions and allocations between entities
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• Maintain compliance calendars for and coordinate with tax professionals, attorneys, investment advisors, vendors, and tenants as needed per client
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• Communicating with vendors to address any past due invoices on their account and providing weekly status updates to management/client
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• Administrative and office managerial tasks for company and clients including processing invoices, bill payments, scanning and organizing documents, etc.
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• Tracking of work time for invoicing clients
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• Perform other duties and projects as assigned
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QUALIFICATIONS

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• Bachelor’s degree in Accounting, Finance, or Business-related field (CPA or CPA candidate preferred)
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• 3-5+ years of experience in accounting, business administration or other financial services roles
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• Strong working knowledge of GAAP; exposure to private company and/or trust accounting is a plus
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• Ability to develop and maintain strong client relationships
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• Strong written and verbal communication and organizational skills
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• Ability to communicate confidential and sensitive information appropriately
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• Ability to work well with others under deadline situations and respond to changes in priorities
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• Ability to work independently while managing multiple clients, projects, and deadlines simultaneously
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• 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
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• Skilled in working with cross functional teams to achieve overall business objectives
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• Exceptional analytical and problem-solving abilities
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• Strong computer aptitude, including experience with all MS Office programs, particularly Outlook, Excel, Word, Teams, etc.
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• Proficiency in QuickBooks or other forms of accounting software
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• Team player who recognizes learning opportunities and can flex to fill different roles in a small organization and fast-paced environment
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WHAT WE OFFER

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• An effective and highly motivated and growth-minded team.
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• A collaborative and results-driven work environment.
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• Opportunities and support for professional development.
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• 401(k) plan with employer match.
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• A Santa Barbara office location.
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