We are looking for a dedicated and experienced Tax Staff member to join our dynamic team in Santa Barbara, California. In this role, you will manage a variety of tax-related tasks, including preparing returns for individuals, corporations, partnerships, and trusts. You will also provide accounting support and collaborate with clients to ensure compliance and high-quality service.<br><br>Responsibilities:<br>• Prepare tax returns for individuals, corporations, partnerships, and trusts with accuracy and attention to detail.<br>• Ensure all tax filings comply with current regulations and laws.<br>• Handle full-cycle accounting tasks, including creating and reviewing adjusting journal entries.<br>• Utilize software such as QuickBooks, QuickBooks Online, and Sage to manage client accounts effectively.<br>• Examine client financial records and source documents, identifying and addressing inconsistencies.<br>• Maintain organized and thorough workpapers to support internal review processes.<br>• Provide support for client inquiries and follow up with necessary documentation.<br>• Collaborate with team members to deliver exceptional service to small businesses and high-net-worth clients.<br>• Assist in the implementation and use of tax-related systems, such as CCH ProSystem Fx.<br>• Stay updated on tax laws and industry changes to ensure best practices.
<p>We are looking for an experienced Financial Analyst/Manager to join our team. In this role, you will oversee critical financial operations, analyze performance data, and support strategic decision-making processes. The ideal candidate will possess strong analytical skills, excellent financial acumen, and the ability to work collaboratively with business leadership to drive growth and success.</p><p><br></p><p>Responsibilities:</p><p>• Manage cash flow activities, including assessing borrowing needs and funds available for investment.</p><p>• Evaluate financial and operational performance of portfolio companies to identify trends, risks, and growth opportunities.</p><p>• Collaborate with leadership teams to develop and execute budgets, forecasts, and long-term financial strategies.</p><p>• Create and maintain standardized reporting tools, dashboards, and analyses for stakeholders and investors.</p><p>• Conduct benchmarking and scenario modeling to support business performance evaluations and strategic planning efforts.</p><p>• Prepare comprehensive reports on investment fund performance, including quarterly updates and monthly data reviews.</p><p>• Oversee treasury operations, including bank account monitoring, stock and bond trades, and real estate transactions.</p><p>• Analyze enterprise contracts to ensure financial terms align with company goals and compliance requirements.</p><p>• Provide detailed financial analysis related to real estate asset performance and reporting.</p><p>• Contribute to strategic initiatives such as acquisitions, working capital optimization, and preparation for business exits.</p>
<p><strong>General Accounting & Financial Reporting</strong></p><ul><li>Execute month‑end and year‑end close, including preparing and posting journal entries.</li><li>Reconcile balance sheet and general ledger accounts, resolving discrepancies promptly.</li><li>Assist with preparing financial statements and management reports in accordance with GAAP.</li><li>Analyze financial data, identify trends, and present insights to leadership.</li><li>Support internal and external audits by providing required schedules and documentation.</li></ul><p><strong>Accounts Receivable Management</strong></p><ul><li>Oversee the full AR cycle: invoicing, cash application, and collections.</li><li>Maintain accurate customer accounts and documentation (including resale certificates).</li><li>Set and monitor credit terms and limits based on credit reviews and payment history.</li><li>Review AR aging reports and lead collection efforts on past‑due accounts.</li><li>Communicate with customers professionally via phone and email for collections and issue resolution.</li><li>Investigate billing discrepancies, deductions, and payment issues with sales, customer service, and distribution teams.</li><li>Process and apply daily cash receipts (checks, wires, ACH, credit cards).</li><li>Maintain sales tax tables and ensure proper sales tax application.</li><li>Partner with the Sales Team to support customer experience and optimize cash flow.</li></ul><p><strong>Process Improvement & Compliance</strong></p><ul><li>Develop and document accounting policies and procedures to strengthen internal controls.</li><li>Identify opportunities to streamline AR and general accounting processes through automation and technology enhancements.</li><li>Maintain accurate financial and customer records in compliance with company policies and regulatory requirements.</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Accounting Clerk to join our team in Santa Barbara, California. In this position, you will play a critical role in managing payroll processes, reconciling financial records, and supporting key accounting operations. This opportunity offers the chance to work in a dynamic environment while contributing to the financial efficiency of multiple entities.</p><p><br></p><p>Responsibilities:</p><p>• Process weekly payroll for approximately 400 employees across 11 entities, including hotels and restaurants.</p><p>• Review and manage employee timesheets to ensure accuracy and compliance.</p><p>• Prepare journal entries and assist in maintaining accurate financial records.</p><p>• Perform bank reconciliations to verify and balance account transactions.</p><p>• Utilize accounting software such as Paylocity, Payday Portal, and Sage to track and manage financial data.</p><p>• Ensure timely data entry and processing of invoices to support smooth operations.</p><p>• Collaborate with internal teams to address payroll or accounting discrepancies.</p><p>• Support full-cycle payroll processes, including deductions and reporting.</p><p>• Maintain organized financial documentation and ensure compliance with regulatory standards.</p><p>• Provide assistance with ad hoc accounting tasks as needed</p>
We are looking for a detail-oriented Accounting Clerk to join our team in Santa Barbara, California. In this role, you will contribute to the efficient functioning of the Finance Department by handling daily accounting tasks and assisting with special projects as needed. This position requires strong organizational skills, a collaborative mindset, and a commitment to maintaining accuracy in financial processes.<br><br>Responsibilities:<br>• Process cash receipts, ensuring proper coding and batching of funds.<br>• Monitor daily bank account activity and provide specifications for incoming wires to the Donor Relations team.<br>• Enter accounts payable invoices into the financial system with precision.<br>• Prepare journal entries to support accurate financial reporting.<br>• Update fee schedules and allocation pools related to specific funds.<br>• Generate monthly reports, including giving group and budget-to-actual operating expense comparisons.<br>• Reconcile gifts and grants across multiple databases on a monthly basis.<br>• Provide backup support for accounts payable processing and grant disbursement tasks.<br>• Assist with preparing quarterly fund holder statements and maintaining external grant records.<br>• Participate in special projects and perform additional duties as assigned.
We are looking for a skilled Financial Analyst to join our team on a long-term contract basis in Goleta, California. In this role, you will provide critical financial insights and analysis to support business decision-making. Your expertise in financial modeling and data analysis will play a key role in driving success for our organization.<br><br>Responsibilities:<br>• Create detailed financial models to support budgeting, forecasting, and strategic planning processes.<br>• Analyze financial data and trends to provide meaningful insights and recommendations.<br>• Conduct ad hoc financial analyses to address specific business questions and challenges.<br>• Perform variance analysis to identify discrepancies and provide actionable solutions.<br>• Utilize data mining techniques to extract valuable information from complex datasets.<br>• Collaborate with cross-functional teams to ensure alignment on financial objectives and outcomes.<br>• Prepare comprehensive reports and presentations to communicate findings to stakeholders.<br>• Continuously refine financial processes to improve efficiency and accuracy.<br>• Monitor key performance indicators and track financial progress against objectives.
<p>We’re seeking a skilled Credit Analyst to evaluate credit applications, support collections, and help manage financial risk. This role is ideal for someone with strong analytical skills, sound judgment, and the ability to manage multiple priorities in a fast‑paced environment.</p><p></p><p>Key Responsibilities</p><ul><li>Evaluate and grade credit applications; prepare internal reports.</li><li>Underwrite credit transactions </li><li>Develop models to identify credit trends and assess financial risk.</li><li>Monitor active files daily; communicate updates to internal teams and dealers.</li><li>Manage the full credit application process from receipt to funding.</li><li>Gather and update credit score data for quarterly scorecards.</li><li>Provide training to entry-level credit staff.</li><li>Recommend process improvements and support administrative needs.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
