We are looking for an experienced operations and practice management leader to help strengthen business performance for financial professionals and Financial Center owners in Carpinteria, California. This role focuses on building and delivering practical learning programs, guiding business owners through growth planning, and creating resources that improve efficiency, consistency, and long-term enterprise value. The ideal candidate brings strong knowledge of financial services, a consultative mindset, and the ability to engage diverse stakeholders through training, coaching, and cross-functional collaboration.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive practice management curriculum that supports both new and established Financial Center owners and financial professionals.<br>• Partner with sales, recruiting, marketing, and business leaders to identify capability gaps and translate those findings into effective learning solutions.<br>• Create instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials that support measurable learning outcomes.<br>• Lead virtual orientation sessions and facilitate additional workshops, webinars, and in-person training programs that encourage participation and practical application.<br>• Evaluate the business needs of Financial Centers and financial professionals, then develop annual practice management plans aligned with key drivers of business success.<br>• Coordinate and document coaching engagements, follow-up actions, and resource recommendations to support execution of agreed initiatives.<br>• Promote consistent training quality by applying sound instructional design practices and maintaining high standards across all learning materials.<br>• Identify opportunities to enhance business growth, expand service offerings, and strengthen revenue potential through practice management consultations and strategic guidance.
<p><strong>Job Title</strong></p><p>Senior Infrastructure Engineer</p><p><br></p><p><strong>Company Overview</strong></p><p>A well-established technology consulting firm based in Santa Barbara, California specializes in delivering tailored IT solutions to small and mid-sized businesses. The organization is dedicated to helping clients leverage technology to improve operations, enhance security, and support long-term growth through a high-touch, service-oriented approach. With a collaborative and engaging culture, the company emphasizes innovation, client success, and continuous learning.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Senior Infrastructure Engineer is a highly client-facing, technical leadership role responsible for managing and optimizing client IT environments across Santa Barbara, California and surrounding areas. This position plays a critical role in designing, implementing, and supporting infrastructure, cloud, and security solutions while serving as a trusted advisor to business stakeholders. The ideal candidate thrives in dynamic environments, takes ownership of complex technical challenges, and delivers exceptional client experiences.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own and manage client IT environments end-to-end, including design, implementation, maintenance, and escalation support</li><li>Lead technical projects from planning through execution, ensuring timely and successful delivery</li><li>Design and implement cloud, infrastructure, and security solutions aligned to client needs</li><li>Serve as a strategic advisor to clients, recommending improvements and technology roadmaps</li><li>Install, configure, and support networks, servers, cloud platforms, and endpoint systems</li><li>Monitor system health, manage backups, apply updates, and ensure security best practices</li><li>Troubleshoot and resolve complex technical issues across infrastructure, applications, and networks</li><li>Provide clear communication to both technical and non-technical stakeholders, including executives</li><li>Mentor junior team members and collaborate across technical teams</li><li>Maintain documentation, track work progress, and ensure high service quality standards</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>$100,000 - $150,000</li><li>Performance-based bonuses and incentive opportunities</li><li>Comprehensive benefits package including medical, dental, vision, and life insurance</li><li>Retirement plan with employer contribution</li><li>Paid time off and company holidays</li><li>Professional development support, including training and certifications</li><li>Additional perks such as wellness benefits, team events, and employee recognition programs</li></ul><p><strong>Additional Details</strong></p><ul><li>Hybrid with a mix of on-site client work and office collaboration</li><li>Client-facing position requiring regular travel to support regional clients</li><li>Fast-paced, collaborative environment with strong emphasis on autonomy and accountability</li></ul>
We are looking for an accomplished Tax Manager to lead public tax engagements in California. This position is ideal for someone who can balance technical tax expertise with client service, team leadership, and thoughtful planning across a wide range of entity types. The role centers on delivering accurate compliance work, advising on tax-saving opportunities, and guiding staff through complex tax matters in a collaborative environment.<br><br>Responsibilities:<br>• Oversee the preparation and final review of federal, state, and local tax filings for individuals, corporations, partnerships, trusts, and tax-exempt organizations to ensure complete and accurate submissions.<br>• Design practical tax planning approaches that help reduce exposure, improve efficiency, and support client objectives throughout the year.<br>• Monitor updates to tax laws and regulatory guidance, evaluate how changes affect clients, and translate findings into clear recommendations and technical documentation.<br>• Lead responses to tax notices, examinations, and audits by coordinating with external parties and maintaining organized support throughout the process.<br>• Supervise tax team members and operational staff by assigning work, reviewing performance, and providing coaching that supports growth and accountability.<br>• Maintain detailed tax records, workpapers, and internal reports for leadership review, ensuring documentation is thorough and audit-ready.<br>• Partner with internal teams and clients to resolve complex tax questions, clarify filing requirements, and support timely decision-making.<br>• Use tax and accounting systems to manage workflows, complete filings, and improve the consistency and quality of deliverables.