🚨 Director of Accounting & Tax | Family Office
Southern California-Based Family Office | 100% Remote
CPA Required | Family Office Experience Highly Preferred
✒ Salary: $130K-$180K DOE, potential bonus, generous Benefits, 401K & match, Generous PTO
Join a Growing Family Office Where You'll Be a True Financial Partner
We're partnering with a rapidly growing Southern California-based family office seeking a Director of Accounting & Tax to oversee accounting, tax, and financial operations across a sophisticated portfolio of operating companies, investments, and high-net-worth interests.
This is an outstanding opportunity for an early to mid-career professional who wants broad exposure, significant autonomy, and the chance to grow alongside an entrepreneurial organization. You'll work directly with ownership, helping manage a portfolio of approximately $100M-$200M in assets, while serving as a trusted financial advisor across multiple entities.
What You'll Do
- Lead accounting, bookkeeping, and tax functions across multiple entities (10+)
- Prepare and review federal and state business and individual tax returns
- Oversee day-to-day accounting operations and ensure accurate financial reporting
- Manage banking relationships, financing activities, and lender communications
- Support investment analysis and financial decision-making
- Partner directly with ownership on strategic financial initiatives
- Improve processes, implement efficiencies, and leverage technology where possible
- Serve as the internal accounting and tax expert for the organization
What We're Looking For
- 5+ years of experience in accounting and tax - ideally working in a family office
- Active CPA license REQUIRED (California preferred, open to other states)
- Bachelor's degree in Accounting, Finance, or Business- REQUIRED
- Experience preparing business and individual tax returns
- Strong full-cycle accounting and bookkeeping background
- Experience supporting multiple entities, holding companies, or complex ownership structures
- Public accounting experience combined with private industry experience is highly desirable
- Knowledge of banking relationships, lending, investments, and financial reporting
- Excellent communication and relationship-building skills
- Self-motivated, resourceful, organized, and comfortable working independently
- Someone who enjoys wearing multiple hats in a fast-paced, entrepreneurial environment
************ US CANDIDATES ONLY - CALIFORNIA OR TEXAS HIGHLY PREFERRED *********
Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.
