This Family Office was founded in 1968 by a Stanford Alumni who had $75,000 impersonal capital and every dollar of the over $3billion they have in assets under management today has grown from that original $75,000.

Investment Accountant

Reconciliation fo cash and publicly traded stocks, bank transfers, report to fund managers, treasury bill investing, coordinate new investment funding for private companies, payroll for clients household employees, prepare annual budgets, property management reporting.

Assist the TAX Manager with 571-L property tax return, Use Tax return, 1099 reconciliation, household property tax semi- annual payments.

This position can be remote or a relocation to the (805) BEAUTIFUL Santa Barbara CA. This family office pays very well with amazing retirement benefits. The average retention for employees with this stellar company is 15 years. The Family is kind, ethical, generous & loves what they do.