Director of Accounting and Tax, CPA

TGG

Director of Accounting & Tax managing accounting and tax functions for a Southern California-based family office. Seeking CPA with family office experience and 5+ years accounting expertise.

Posted 7/13/2026full-timeRemote • California, Texas • 🇺🇸 United StatesLead💰 $130,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting and tax functions, with a strong focus on preparing and reviewing tax returns for multiple entities. Proven ability to manage financial reporting, banking relationships, and strategic financial initiatives in a fast-paced environment.

Highest-signal resume keywords

Active CPA LicenseFull-Cycle AccountingTax Return PreparationFinancial ReportingExperience in Family Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingBookkeepingTax PreparationFinancial AnalysisInvestment AnalysisProcess ImprovementFinancial Decision-MakingMulti-Entity ManagementPublic AccountingPrivate Industry Experience

Soft Skills

Excellent CommunicationRelationship-BuildingSelf-MotivatedOrganizedResourceful

Certifications & Qualifications

CPA License

Industry Keywords

Family OfficeBanking RelationshipsLendingComplex Ownership StructuresFinancial Reporting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

potential bonus
generous Benefits
401K & match
Generous PTO