Family Office CPA

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🏄 California – Remote

🏄 California – Remote

💵 $140k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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TGG

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

TGG is a scalable outsourced accounting and financial consulting firm, known for its comprehensive services that include outsourced CFO, controller services, financial consulting, staffing and recruiting, cash flow forecasting, and exit planning. The firm focuses on enhancing financial clarity for businesses, reducing costs, and improving the accuracy of financial reports with its proprietary approach, The TGG Way™. TGG helps companies to scale their operations by either providing a full internal accounting team or partnering with existing teams. It also offers resources such as financial reviews, KPI tracking, and educational content. Emphasizing GAAP-compliant reporting, TGG aims to increase profitability and reduce the risk of fraud by implementing structured and accountable financial processes.

📋 Description

• Manage accounting, bookkeeping, and tax preparation across multiple entities • Prepare and review federal and state tax returns for complex ownership structures • Maintain accurate financial records and oversee day-to-day accounting operations • Coordinate banking relationships, financing activities, and lender communications • Support investment analysis and financial decision-making across various business entities • Partner directly with ownership on strategic financial initiatives • Identify opportunities to improve processes, leverage automation, and drive operational efficiencies • Operate as the internal accounting and tax expert within a fast-moving organization

🎯 Requirements

• Active CPA license required - CA, TX preferred • Proven experience preparing and filing business and individual tax returns • Strong bookkeeping and full-cycle accounting experience • Experience supporting multiple entities, holding companies, or complex ownership structures • Exposure to high-net-worth individuals, family offices, private investments, or closely held businesses • Public accounting experience combined with private industry experience is highly preferred • Strong understanding of financial statements, lending, banking, and investment transactions • Exceptional communication and relationship-building skills • Self-starter who is organized, proactive, and thrives with autonomy • Someone who is polished, sharp, scrappy, and enjoys wearing multiple hats.

🏖️ Benefits

• 100% Remote • Competitive compensation with flexibility for the right individual • Long-term career opportunity with substantial growth potential