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2 results for Tax Services Director in Ventura, CA

Tax Staff - Public

Santa Barbara, CA
onsite
Permanent
100000 - 120000 USD / Yearly
We are looking for a meticulous and experienced Tax Staff team member to join our team in Santa Barbara, California. In this role, you will play a key part in preparing tax returns for individuals, corporations, partnerships, and trusts, while also providing essential accounting support. This is an excellent opportunity to work in a collaborative environment and contribute to the financial success of diverse clients, including small businesses and high-net-worth individuals. Responsibilities: • Prepare accurate and compliant tax returns for individuals, partnerships, corporations, and trusts. • Review client financial data and source documents to ensure accuracy and identify discrepancies. • Support accounting functions, including creating and posting adjusting journal entries. • Utilize software such as QuickBooks, QuickBooks Online, and Sage to manage and maintain financial records. • Maintain detailed and organized workpapers for internal review and compliance purposes. • Stay updated on current tax laws to ensure all filings adhere to regulations. • Assist clients by answering tax-related questions and following up on necessary documentation. • Collaborate with team members to deliver customized tax solutions for diverse financial situations. • Provide occasional support for real estate and trust tax matters.
2026-04-10T00:00:00Z

Fund Accountant

Santa Monica, CA
onsite
Permanent
75000 - 100000 USD / Yearly
We are looking for a skilled Fund Accountant to join our client in Santa Monica, California. This position plays a critical role in supporting the financial operations of investment vehicles, including pooled funds and separately managed accounts. In this role, you will ensure accurate financial reporting, tax compliance, and investor communication in alignment with industry standards. Responsibilities:• Assist in the preparation of month-end and year-end financial reports, ensuring compliance with organizational standards.• Manage accounts payable activities, including invoice processing, expense reports, and vendor payments via checks and wire transfers.• Reconcile vendor statements, investigate discrepancies, and maintain accurate vendor files, including obtaining necessary documentation such as W-9 forms.• Prepare and secure approval for capital calls and distribution notices for funds and related entities.• Maintain and review schedules for capital movements within investment vehicles.• Coordinate and review tax filings and audit documents for funds and special purpose entities.• Process journal entries, review and post transactions, and reconcile general ledger accounts for management entities.• Allocate and reconcile bank and credit card statements to ensure financial accuracy.• Update marketing data quarterly by incorporating fund performance metrics.• Provide support to the Controller for requests related to compliance examinations of separately managed accounts.
2026-03-30T00:00:00Z