
Senior Accountant
- On-site
- San Juan Capistrano, California, United States
- Finance
Job description
About us:
Pacifico Energy Group (PEG) is a privately held investment company that seeds and sponsors physical asset-based companies. With controlling interests in energy development platforms, vertically integrated independent power producers, and aviation companies around the globe, PEG plays a pivotal role in shaping the future of these sectors. PEG has a proven track record of seeding and scaling development platforms, including Pacifico Energy Japan—the largest solar developer in Japan. This opportunity is at the family office level which oversees and consolidates all of the investments held by PEG.
We are seeking a talented Senior Accountant to join our team. The ideal candidate will have a solid background in both private and public accounting and industry. Tax experience/understanding is a plus especially as it relates to high-net-worth individuals and tax accretive structures. The Senior Accountant will play a crucial role in supporting regular accounting functions, financial reporting, tax reporting, and ensuring compliance with relevant regulations and industry standards. The ideal candidate will produce high-quality deliverables and will have the ability to manage multiple projects at once. They should have the maturity to handle multi-faceted job requirements, both basic and complex. The Senior Accountant will work alongside a technically strong team that includes professionals with Big 4 accounting experience, creating a collaborative and expert environment.
The successful candidate will have a passion for accounting, a drive for accuracy and compliance, and a willingness to adapt to a dynamic and fast-paced environment. This role is onsite at our office in San Juan Capistrano, CA.
What you get to do:
Ensure accurate and timely recording of financial transactions
Maintain financial schedules and ledgers in accordance with GAAP
Perform monthly reconciliations of bank accounts, general ledgers, and other financial documents
Perform monthly, quarterly, and year-end close procedures for both domestic and international divisions
Prepare, review, and analyze financial statements, including balance sheets, income statements, and cash flow statements
Maintain financial schedules and ledgers in compliance with company policies and procedures
Perform monthly reconciliations of bank accounts, general ledgers, and other financial documents
Perform monthly, quarterly, and year-end close procedures for both domestic and international divisions
Support external reporting requirements (audit, tax, and other), providing proper documentation and analysis
Assist in the development and improvement of accounting processes
Support the preparation of financial reports, budgets, and forecasts
Assist with actual vs. budget cash flow reporting for PEG entities
Organize and maintain database of entity documents and support
Assist in the development and improvement of accounting processes
Provide support in the preparation of tax documentation for high-net-worth individuals, trusts, and partnerships, coordinating with external tax advisors as needed
Understand andAssist in implementing tax strategies related to investment income, pass-through entities, and multi-state filings
Assist with daily administration in office as needed, including but not limited to: covering phones while primary admin is away, welcoming clients and guests on occasion
Assist with special projects and ad-hoc requests, as necessary
Job requirements
4+ years of accounting/finance experience
Bachelor’s or higher degree in Accounting or Finance
Experience working with high-net-worth individuals or family offices is strongly preferred
Knowledge of tax strategies and reporting requirements related to complex investment portfolios, real estate, and trusts a plus
Construction industry experience a plus
Experience with QuickBooks Online, Sage Intacct, or BILL a plus
Construction industry experience a plus
CPA or CPA Candidate a plus
Knowledge of GAAP and general tax regulations
Detail-oriented with exceptional accuracy in financial data management
Ability to manage multiple priorities in a dynamic, fast-paced environment
Ability to work independently and collaboratively in a team environment
Advanced Excel skills and comfort in spreadsheet analysis
Discretion and professionalism when working with confidential and sensitive financial information
Onsite full-time in our San Juan Capistrano office
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