We are looking for a detail-oriented Staff Accountant to join our team in Santa Barbara, California. In this role, you will support core accounting operations by helping ensure timely financial reporting, accurate reconciliations, and dependable payroll and general ledger activities. This position works closely with internal teams and leadership to maintain strong financial records, assist with budgeting and audit preparation, and contribute to special projects as needed.<br><br>Responsibilities:<br>• Lead key month-end accounting activities, including posting journal entries, completing bank and balance sheet reconciliations, and helping produce financial reports for distribution.<br>• Maintain supporting schedules, subsidiary records, and accounting data files to ensure the general ledger remains accurate and well organized.<br>• Partner with the Controller to prepare for annual external audits by gathering documentation, organizing schedules, and responding to audit-related requests.<br>• Contribute to the development of annual operating and capital budgets by compiling financial data and assisting with analysis.<br>• Process payroll and support related payroll administration tasks with a high level of accuracy and confidentiality.<br>• Keep accounting procedures and documentation current, accessible, and organized to support compliance and operational consistency.<br>• Research accounting questions, evaluate applicable guidance, and recommend practical solutions to address reporting or process issues.<br>• Communicate with departments, vendors, and external contacts to verify information, resolve discrepancies, and keep accounting workflows moving efficiently.<br>• Provide backup support for accounts payable and other finance-related activities while assisting with reporting requests and special assignments.<br>• Apply relevant accounting standards and regulatory requirements to assigned work, including considerations connected to home health and hospice service operations where applicable.
We are looking for an experienced operations leader to direct the daily performance of our fuel distribution business in Santa Barbara, California. This role is responsible for guiding teams, maintaining safe and efficient facilities, strengthening customer partnerships, and supporting continued business growth. The ideal candidate brings strong commercial judgment, operational discipline, and the ability to lead across people, assets, and service delivery.<br><br>Responsibilities:<br>• Lead day-to-day business operations across the fuel distribution organization, ensuring consistent service, strong execution, and alignment with company objectives.<br>• Direct and support staff across the McCormix and fuel dock teams, fostering accountability, collaboration, and a positive workplace culture.<br>• Step in to cover essential administrative or operational duties when needed to maintain business continuity.<br>• Partner with leadership to coordinate priorities, share operational updates, and support decisions that affect multiple teams or locations.<br>• Oversee the upkeep, safety, and regulatory readiness of facilities, fueling sites, office spaces, and related operational assets.<br>• Manage equipment performance and service needs, including dispensers, cardlock systems, and other critical machinery used in daily operations.<br>• Monitor compliance with applicable local, state, and federal requirements and ensure operating practices meet industry standards.<br>• Support accurate and timely processing of invoices, payments, and financial records in coordination with internal staff and external partners.<br>• Maintain strong relationships with existing customers while pursuing new business through strategic outreach, bids, partnerships, and market development efforts.<br>• Respond to customer concerns promptly, provide clear communication on pricing and service expectations, and protect long-term customer trust.
We are looking for a strategic operations leader to strengthen practice management programs that support financial professionals and Financial Center owners in Carpinteria, California. This role focuses on building practical learning experiences, guiding business growth initiatives, and partnering across teams to improve productivity, consistency, and long-term enterprise value. The ideal candidate brings strong financial services insight, a talent for facilitation, and the ability to turn business needs into effective training and consulting solutions.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive portfolio of practice management learning resources for new and established Financial Center owners and financial professionals.<br>• Partner with sales, marketing, recruiting, and other internal stakeholders to evaluate business challenges and translate identified gaps into targeted educational content.<br>• Create instructional materials in multiple formats, including guides, digital learning modules, presentations, and video-based resources that support clear learning outcomes.<br>• Lead virtual and in-person training sessions, workshops, and webinars that help participants strengthen operational effectiveness and business performance.<br>• Conduct structured consultations with Financial Centers and financial professionals to assess needs, set priorities, and recommend actionable annual practice initiatives.<br>• Organize and document coaching plans, follow-up activities, and resource alignment to support implementation of agreed business improvement strategies.<br>• Facilitate orientation programming for new Financial Center owners and ensure a consistent, high-quality onboarding experience.<br>• Identify opportunities to expand services, improve business models, and support revenue growth through practical practice management recommendations.<br>• Apply sound instructional design principles to maintain consistency, engagement, and quality across all training and consulting deliverables.
We are looking for a detail-oriented finance specialist who can guide reporting, planning, and performance analysis across a diverse investment and operating portfolio in California. This role combines hands-on financial oversight with strategic partnership, helping leadership evaluate results, manage liquidity, and support informed decision-making. The ideal candidate brings strong analytical judgment, experience building actionable reporting, and the ability to translate complex data into clear business insights.<br><br>Responsibilities:<br>• Manage cash positioning activities by reviewing liquidity, anticipating financing needs, and identifying funds available for investment decisions.<br>• Analyze the financial and operating results of portfolio businesses to highlight performance patterns, identify potential risks, and uncover areas for improvement.<br>• Collaborate with leadership on annual budgets, rolling forecasts, and long-range planning to support business objectives and capital priorities.<br>• Track key performance indicators and operational milestones with management teams to measure progress against strategic value-creation goals.<br>• Create consistent reports, dashboards, and presentation materials that provide meaningful updates to internal leaders, investors, and committee stakeholders.<br>• Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate business outlook, strategic options, and potential acquisition opportunities.<br>• Review investment activity and prepare recurring performance summaries for investment funds, including quarterly reporting packages.<br>• Oversee treasury-related activity by monitoring bank accounts and validating transactions involving marketable securities, real estate holdings, and externally managed funds.<br>• Assess contracts and agreements to identify financial implications, key terms, and areas of potential exposure.<br>• Support high-priority initiatives such as acquisition analysis, working capital improvement efforts, real estate finance reporting, and other special projects as assigned.
We are looking for an experienced Tax Manager to lead a broad range of tax engagements in California. This position is suited for someone who is detail oriented and can balance technical accuracy with practical guidance while supporting clients and internal teams across complex tax matters. The role offers the opportunity to shape tax planning efforts, oversee compliance activities, and contribute to the continued development of the tax practice.<br><br>Responsibilities:<br>• Oversee the preparation and final review of federal, state, and local tax filings to ensure complete, timely, and accurate submission.<br>• Design and recommend tax strategies that improve overall efficiency and help reduce exposure across a variety of client situations.<br>• Monitor updates to tax legislation, evaluate how new rules affect client entities, and document findings through clear technical analysis.<br>• Lead responses to tax examinations and agency inquiries by coordinating information, managing timelines, and working with outside parties as needed.<br>• Guide and develop entry level tax specialists and operational staff through coaching, workflow support, and ongoing knowledge sharing.<br>• Maintain organized tax records and produce reporting materials that help leadership track issues, risks, and planning opportunities.<br>• Manage tax engagements involving individual, corporate, partnership, fiduciary, exempt, and sales tax matters across diverse client needs.