Job Openings
Controller / Head of Accounting and Finance - Pasadena, CA
The opportunity: This is a senior leadership role overseeing the full financial reporting function — from complex fund accounting to client-facing deliverables and audit management. You'll serve as both a hands-on technical leader and a trusted point of contact for fund managers, GPs, and institutional investors. The right candidate is a CPA from a public accounting firm with meaningful real estate fund experience who's ready to step into a high-visibility seat at a growing platform. What you'll own:- Lead all fund accounting and financial reporting for private real estate debt and equity funds across PE, credit, and direct/indirect investment structures
- Oversee preparation of monthly, quarterly, and annual GAAP financial statements; own accuracy, completeness, and timeliness
- Serve as the primary relationship owner for fund managers, GPs, operators, and institutional investors — translating complex financials into clear, executive-ready reporting
- Manage all audit activity, including PCAOB and regulatory audits, as the main coordinator and point of contact
- Review and process third-party investment reports, statements, and portfolio-level analyses that underpin client deliverables
- Identify and drive improvements to accounting workflows, reporting processes, and internal controls
- Hire, develop, and retain a high-performing accounting team; build the bench for continued platform growth
- Partner with the President and Senior Managing Director on strategic initiatives and new client onboarding
- Active CPA license
- Public accounting experience preferred
- Real estate fund accounting knowledge preferred (debt and/or equity structures)
- Experience managing audits end-to-end
- Advanced Excel; experience with fund accounting systems
- Executive-level written and verbal communication skills
You can inquire confidentially to: Ileana Chappel 310-770-7834 or ileana@rmasearch.com
Job Features
| Job Category | Accounting & Finance |
Controller / Head of Accounting and Finance – Pasadena, CA The opportunity: This is a senior leadership role overseeing the full financial reporting function — from complex fund accounting t...
Fund Accountant - Pasadena, CA
Are you ready to take your accounting career to the next level? We’re looking for a Fund Accountant or Senior Fund Accountant who thrives in a collaborative environment and is eager to make an impact. This role is based in Pasadena, CA, and offers the chance to work hands-on with investment funds and business entities in the real estate sector while building close relationships with client leadership teams.
You’ll be part of a high-performing team that values accuracy, insight, and forward-thinking solutions. This is a great opportunity for someone who wants to deepen their expertise in fund accounting and gain exposure to real estate, private equity, and regulatory reporting.
What You’ll Do
- Own the monthly accounting process, from recording investment activities to reconciling accounts and preparing financial statements
- Partner with leadership to deliver accurate reporting and compliance, including lender reports and regulatory filings
- Support financial and tax audits, working directly with external auditors and tax preparers
- Play a key role in preparing tax compliance documents such as 1099s, franchise tax, and annual registration filings
- Contribute to continuous process improvements while juggling multiple priorities in a fast-paced, team-oriented environment
What You’ll Bring
- Bachelor’s degree in Accounting or Finance
- 1-3 years of accounting experience
- Advanced Excel and Microsoft Office skills
- Strong analytical mindset with the ability to solve complex problems and provide actionable insights
- Exceptional organizational skills and attention to detail
- Clear, confident communication skills—both written and verbal
- Drive to succeed in a deadline-driven environment while balancing multiple projects
Why This Role?
This position is ideal for an accountant who wants more than just routine work—you’ll gain exposure to complex funds, compliance and regulatory reporting while sharpening both your technical and client-facing skills. If you’re looking for a role where your contributions are valued and your career can grow, this is it.
Job Features
| Job Category | Accounting & Finance |
Fund Accountant – Pasadena, CA Are you ready to take your accounting career to the next level? We’re looking for a Fund Accountant or Senior Fund Accountant who thrives in a collaborative envi...
Senior Accountant - Irvine, CA
This position offers an exciting opportunity for motivated professionals eager to advance their expertise in diverse accounting disciplines while contributing meaningfully to organizational success. Let's talk if you’re ready to leverage your skills in a collaborative environment that values accuracy, integrity, and continuous growth!
Responsibilities
- Prepare and analyze monthly, quarterly, and annual financial statements.
- Conduct detailed account reconciliations, including bank reconciliations, general ledger reconciliation, and account analysis to ensure accuracy and completeness.
- Contribute to audit preparations by providing documentation, supporting schedules, and explanations for auditors’ inquiries.
- Manage accounts payable and accounts receivable processes, ensuring timely payments and collections while maintaining compliance with company policies.
- Utilize accounting software to record transactions accurately and efficiently.
Skills
- Proficiency with accounting software.
- Solid understanding of financial concepts such as debits & credits, balance sheet reconciliation, cash flow analysis, and journal entries.
- Ability to perform detailed account reconciliation and account analysis efficiently.
- Excellent analytical skills combined with strong attention to detail; capable of identifying discrepancies quickly.
- Effective communication skills.
- Proficiency in Microsoft Excel for data analysis and reporting; experience with other financial software tools is beneficial.
Qualifications
- 4+ years' of professional accounting experience
- Bachelor's degree in Accounting, Finance, or Economics or equivalent experience.
You can inquire confidentially to: Ileana Chappel 310-770-7834 or ileana@rmasearch.com
Job Features
| Job Category | Accounting & Finance |
Senior Accountant – Irvine, CA This position offers an exciting opportunity for motivated professionals eager to advance their expertise in diverse accounting disciplines while contributing mean...
Executive Assistant - Irvine, CA (onsite)
We are seeking a highly capable and proactive Executive Assistant to provide direct support to a C-Level Executive. This role goes beyond traditional administrative tasks—it requires someone who can anticipate needs, manage complex priorities, and act as a trusted extension in both internal and external interactions.
What You’ll Do
- Manage a high-volume and constantly shifting calendar, ensuring meetings and commitments are prioritized appropriately.
- Serve as a liaison between the Executive and internal/external stakeholders, maintaining a polished, professional, and client-focused presence.
- Support preparation for strategy sessions, board meetings, and leadership discussions, including creating and refining materials in PowerPoint and Excel.
- Help organize and streamline information flow—capturing details, drafting communications, and ensuring follow-ups are completed.
- Coordinate with senior leaders, board members, clients, and external partners to arrange calls, meetings, and events.
- Maintain confidentiality and discretion, acting as a trusted partner and safeguarding sensitive information.
- Be available and responsive beyond standard office hours as needed to support critical business priorities.
- Additional responsibilities: HR support, market research and financial analysis
What We’re Looking For
- Bachelor’s degree or associate degree preferred.
- Related experience in a fast-paced environment.
- Exceptional organizational skills and the ability to manage competing priorities with confidence.
- Strong technical proficiency, particularly in Microsoft Outlook, Teams, PowerPoint, and Excel.
- Maturity, professionalism, and the ability to represent the President with polish and discretion.
- A problem-solver who can take initiative, anticipate needs, and follow through without being micromanaged.
- A relationship-driven professional who values trust, confidentiality, and client responsiveness.
Why This Role
This is not a standard administrative role—it’s an opportunity to work side-by-side with a dynamic executive, directly contributing to the success of the organization. You’ll be entrusted with high-level responsibilities, given access to strategic conversations, and empowered to make a significant impact. In return, we offer competitive compensation, excellent benefits, and a culture that values dedication, integrity, and collaboration.
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Job Features
| Job Category | Accounting & Finance |
Executive Assistant – Irvine, CA (onsite) We are seeking a highly capable and proactive Executive Assistant to provide direct support to a C-Level Executive. This role goes beyond traditional ad...
Relationship Manager - Los Angeles, Orange County and Inland Empire
Overview:
The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercia business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
Responsibilities:
- Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
- Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective. Actively participate in various community and civic activities in the Center service area.
- Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
- Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
- Assist in properly following and implementing all Bank audit procedures.
- Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
- Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
- Manage personal sales efforts in order to meet Center goals.
- Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
- Other duties as assigned.
For more information, contact Mike Gregory at 818-638-5080.
Job Features
| Job Category | Commercial Banking/ABL Finance |
Relationship Manager – Los Angeles, Orange County and Inland Empire Overview: The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commerc...
Tax Manager
Overview
Tax Manager - Santa Monica, CA
Overview
We are seeking a Tax Manager to oversee tax compliance and planning in a family office environment. This role will manage tax staff, review complex filings, and work closely with shareholders and leadership on tax matters while maintaining strict confidentiality.
Key Responsibilities
- Supervise and review work of tax staff
- Review federal and multi-state tax returns for individuals, partnerships, corporations, trusts, and related entities
- Manage tax planning, compliance timelines, and quarterly estimates
- Prepare and review tax workpapers and projections
- Coordinate with external tax advisors and respond to tax notices
- Support estate planning and special projects as needed
Qualifications
- Bachelor’s degree in Accounting required; CPA or MS in Tax preferred
- 7+ years of tax experience, ideally in a family office or similar environment
- Strong technical knowledge of partnership, individual, and trust taxation
- Experience with quarterly/annual projections, payroll tax, W-2 and 1099 filings
- Ability to manage multiple priorities in a fast-paced setting
Technical Skills
- Microsoft Excel and Outlook
- ProSystem Fx Tax and BNA Income Tax Planner
- Spectra for Windows experience a plus
Job Features
| Job Category | Accounting & Finance |
Tax Manager Overview Tax Manager – Santa Monica, CA Overview We are seeking a Tax Manager to oversee tax compliance and planning in a family office environment. This role will manage tax staff, ...