Job Title: Assistant Controller

Location: Aliso Viejo, CA

Salary: $110k-$130k Bonus

Skills: Accounting, Tax, Reporting

About Company / Opportunity: We specialize in managing life settlements for highly discerning institutional investors globally. Our exclusive focus on life settlements and longevity-contingent investments stems from our belief in their potential to offer investors an asymmetric and unique risk/return profile. These assets are largely uncorrelated with both traditional and alternative asset classes, making them particularly attractive for diversification strategies.

Responsibilities: The Assistant Controller is responsible for working closely with the Controller and Staff Accountants to ensure all accounting responsibilities are handled properly and on time. They are also responsible for working closely with the executive team and being an active participant in all strategy discussions.

Must-Have Skills:

1. 5-7 years of accounting experience.
2. Experienced with tax preparation and reviewing of tax returns.
3. Experienced overseeing books and handling monthly reporting.
4. Able to be onsite 3-4 days per week in Aliso Viejo, CA.

Nice to Have Skills:

1. Public accounting experience is highly preferred.
2. Able to think out of the box when it comes to tax strategies.
3. Licensed CPA preferred.