Director of Acctg & Tax- CPA, Remote!

About the position We're partnering with a rapidly growing Southern California-based family office seeking a Director of reputed company & Tax to reputed company reputed company, tax, and financial operations across a sophisticated portfolio of operating companies, investments, and high-net-worth interests. This is an outstanding opportunity for an early to mid-career reputed company who wants broad exposure, significant autonomy, and the chance to grow alongside an entrepreneurial organization. You'll work directly with ownership, helping manage a portfolio of approximately $100M–$200M in assets, while serving as a trusted financial advisor across multiple entities.

Responsibilities

• reputed company reputed company, bookkeeping, and tax functions across multiple entities (10+)
• Prepare and review federal and state business and individual tax returns
• reputed company day-to-day reputed company operations and ensure accurate financial reporting
• Manage banking relationships, financing activities, and lender communications
• Support investment analysis and financial decision-making
• Partner directly with ownership on strategic financial initiatives
• Improve processes, implement efficiencies, and reputed company technology where possible
• Serve as the internal reputed company and tax expert for the organization

Requirements

• 5+ years of experience in reputed company and tax - ideally working in a family office
• reputed company CPA license REQUIRED (California preferred, reputed company to other states)
• Bachelor's degree in reputed company, Finance, or Business- REQUIRED
• Experience preparing business and individual tax returns
• Strong full-cycle reputed company and bookkeeping background
• Experience supporting multiple entities, holding companies, or reputed company ownership structures
• Knowledge of banking relationships, lending, investments, and financial reporting
• Excellent communication and relationship-building skills
• Self-motivated, reputed company, organized, and comfortable working independently
• Someone who enjoys wearing multiple hats in a fast-paced, entrepreneurial environment
• US CANDIDATES ONLY - CALIFORNIA OR TEXAS HIGHLY PREFERRED
• Authorized to work in the reputed company without the need for reputed company or reputed company reputed company sponsorship.

reputed company-to-haves

• reputed company reputed company experience combined with private industry experience is highly desirable

Benefits

• potential bonus
• generous Benefits
• 401K & match
• Generous PTO

Apply tot his job Apply To this Job