Mid-Level Accounting Position

At Impact Family Office, a Certified B-Corp, our mission is to serve a select group of high-net-worth individuals, families, and estates who are intentional about the impact of their financial resources. We focus on aligning a client's values and goals with the sources and uses of their finances — from investments to philanthropy — always with a long-term perspective on the impact upon their balance sheet, succession plans, wealth transfer plans, and their community.

Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
Impact Family Office is seeking to grow our team with a mid-level Accounting candidate, who will play a key role in executing the financial reporting and accounting processes for our clients. If you thrive in a collaborative, growth, relationally driven environment and are looking to join a team motivated to create an impact across the communities and families we serve, we want to hear from you.
POSITION SUMMARYPosition Title: Mid-Level Accounting PositionReports To: Accounting ManagerLocation: In-Office — Santa Barbara, CAEmployment Status: Full-TimeFLSA Status: ExemptStart Date: Immediately
KEY RESPONSIBILITIESThe essential functions for the role include, but are not limited to the following:Perform full-cycle  accounting procedures (A/R, A/P, P/R, G/L, tax payments), including, month end closing, journal entries, period-end adjustments, and general ledger maintenancePrepare monthly, quarterly, and annual financial statements and reporting packages (cash flow, liquidity, etc.) Monitor and review  record of assets, liabilities, and investment  activities across multiple related entities and holding structures Review, analyze, and reconcile bank, credit card, investment, and loan statements, including intercompany transactions and allocations between entities Maintain compliance calendars for and coordinate with tax professionals, attorneys, investment advisors, vendors, and tenants as needed per clientCommunicating with vendors to address any past due invoices on their account and providing weekly status updates to management/clientAdministrative and office managerial tasks for company and clients including processing invoices, bill payments, scanning and organizing documents, etc.Tracking of work time for invoicing clientsPerform other duties and projects as assigned
QUALIFICATIONS Bachelor’s degree in Accounting, Finance, or Business-related field (CPA or CPA candidate preferred)3-5+ years of experience in accounting, business administration or other financial services rolesStrong working knowledge of GAAP; exposure to private company and/or trust accounting is a plus Ability to develop and maintain strong client relationshipsStrong written and verbal communication and organizational skillsAbility to communicate confidential and sensitive information appropriatelyAbility to work well with others under deadline situations and respond to changes in prioritiesAbility to work independently while managing multiple clients, projects, and deadlines simultaneouslyWillingness to, take initiative, set priorities, and see projects through to completion. Desire to take ownership of work, follow through on tasks and orientation to actionSkilled in working with cross functional teams to achieve overall business objectivesExceptional analytical and problem-solving abilitiesStrong computer aptitude, including experience with all MS Office programs, particularly Outlook, Excel, Word, Teams, etc.Proficiency in QuickBooks or other forms of accounting software Team player who recognizes learning opportunities and can flex to fill different roles in a small organization and fast-paced environment
WHAT WE OFFERAn effective and highly motivated and growth-minded team.A collaborative and results-driven work environment.Opportunities and support for professional development.401(k) plan with employer match. xzbcwsv A Santa Barbara office location.