Senior Accountant

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

• 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