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.

Tax Manager/ Tax Accountant

Services include financial and investment portfolio accounting for public & private , tax-planning,budgeting, financial analysis and equity trading for multiple entities including trusts, investment partnerships, corporations, foundations and individuals. BA in Accounting with a CPA or MBA.

Partnership accounting, construction accounting, foreign tax filing, oversee many trust, brokerage & checking accounts. Cash flow, estate & financial plannings Roth IRA & Pension Plan analysis etc.

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.