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Family Office

Monte Mar Enterprises

Family Office

Santa Barbara, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Family Office - Senior Accountant We are looking for a driven, detailed, and team-oriented Senior Accountant to be a key member of the family office Finance team. This individual will help oversee all accounting and finance matters. The Senior Accountant will report directly to the Controller of the Company The position is full-time status. We offer a competitive salary with a robust health benefit options, vacation, holiday pay, 401(k) plan, and much more! OVERVIEW · Assist in coding and processing Accounts Payable. · Help track costs and provide analysis. · Aircraft compliance, flight logs, and accounting. · Business compliance including annual filings, licenses, permits, trademarks, and fictitious name filing. · Prepare unsecured property tax, sales tax, and excise tax returns. · Update and maintain cash flow forecast on a weekly basis. · Assist in reviewing business financial statements. · Backup for payroll processing. · Assist in gathering documents for tax preparation. REQUIREMENTS · BS degree required with an emphasis in Accounting or Tax. · Three years of accounting/finance experience. DESIRED ATTRIBUTES * Highest level of confidentiality. * Professionalism in appearance and demeanor. * Client service mentality and orientation. * Proactive outreach and excellent communication skills. * Responsive to day-to-day duties. * Ability to prioritize, work under pressure and meet deadlines. * Patience and flexibility in a very fast-paced environment. * Strong attention to detail. * Strong follow up skills. * Ability to work with minimal supervision. * High degree of motivation, self-starter. * Relatable, approachable, and inclusive. * Discreet and calm. * Anticipatory, proactive, and problem solver. * Advance computer skills, including but not limited to Excel, Word, Outlook, Dynamics GP, MAS 90 Sage, Paylocity, Concur, Bill.com. PHYSICAL REQUIREMENTS * Ability to work shifts of up to 12hrs. * Walking (frequently) * Standing (frequently) * Driving * Sitting (frequently) * Bending (from waist) * Stooping * Reaching * Squatting * Kneeling * Lifting (up to 35 lbs.) (occasionally) * Visual acuity * Finger dexterity