Bilingual Accounting Specialist

Investment Placement Group
San Diego, CA

:

Are you detail-oriented, reliable, and thrive in a team environment?

IPG is looking for a Bilingual Accounting Specialist to play a pivotal role in our finance department.

Our intimate team setting fosters interdivisional collaboration and allows for significant individual contributions. Here, you can take on multiple roles and directly influence our processes and outcomes. This environment is ideal for those eager to engage deeply in their work and thrive in a varied and dynamic setting.

Position Summary:

As a Bilingual Accounting Specialist at IPG, you will ensure the precision and efficiency of our financial operations, supporting the complex needs of high net-worth clients. This role is crucial in maintaining our financial integrity and aiding our continued growth.

Major Responsibilities:

  • Accounts Management: Manage accounts payable and receivable, including processing payroll data and handling payments across multiple entities.
  • Financial Reporting: Supervise the creation of financial reports, participate in budgeting, and assist in tax preparation.
  • Bank and Cash Management: Perform bank reconciliations, monitor cash flow, and maintain banking relationships.
  • Client Payments: Oversee client-related financial transactions, ensuring compliance and accuracy.
  • General Accounting Duties: Maintain financial records, manage vendor relations, and ensure data accuracy.
  • Audit and Compliance: Engage in audits and maintain compliance with financial regulations.

Required Qualifications:

  • Bachelor's degree in Accounting or related field.
  • Minimum of 5 years of related experience.
  • Required bilingual proficiency in English and Spanish.
  • Proficiency in Microsoft Office and familiarity with PeachTree Sage or similar software.
  • Exceptional attention to detail, multitasking ability, and teamwork skills.

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Vision insurance
  • 2 weeks Paid time off
  • Paid Holidays
  • 1 Day - Remote Work (after 90 days)

About IPG:

Investment Placement Group (IPG) is a premier financial service provider tailored for individuals, families, and institutional investors. Originating as a family office, IPG has grown into a robust organization known for its personalized concierge services and detailed investment process. Our independent research and global banking network empower our clients with institutional quality insights and liquidity.

Job Type: Full-time

Pay: $30.00 - $35.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Work Location: In person

Posted 2026-03-24

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