Fiduciary Accounting Associate Fiduciary Accounting Services -
Lafayette, CA $40,000 - $48,000 a year FIDUCIARY ACCOUNTING SERVICES LLC
We are seeking an energetic, conscientious, and detail-oriented
individual who enjoys being part of a small professional team and
strives for excellence while working on multiple projects
simultaneously. We are looking for candidates who are eager to learn
fiduciary accounting, focused on developing expertise in a niche
business, and can work independently. This is an excellent opportunity
for recent graduates or candidates interested in learning about the
legal process and the role of a fiduciary. Fiduciary Accounting Services
LLC, a non-CPA fiduciary accounting firm, provides reporting services
for trusts, estates, and conservatorships to individual beneficiaries or
the California Probate Court, in accordance with the California Probate
Code. Fiduciary accounting is not corporate or business accounting, and
does not follow generally accepted accounting principles. FIDUCIARY
ACCOUNTING ASSOCIATE Position Description Fiduciary Accounting Associate
will report to Senior Director and prepare fiduciary accounting reports
in accordance with the California Probate Code. Primary Responsibilities
- Review data entry and reconcile bank and/or brokerage accounts *
Review / Prepare detailed transaction descriptions and categorize
deposits and payments based upon transaction description * Prepare draft
reporting schedules in accordance with the California Probate Code under
supervision of Senior Director and/or Managing Principal * Contact
clients to obtain information and seek clarification or explanation of
transactions * Respond to client, attorney or other professionals as
needed on individual case work * Special projects as assigned
Qualifications * Bachelors degree or a minimum of 2 years work
experience * Basic accounting, bookkeeping and/or legal support
experience a plus * Must be computer savvy and proficient in MS Word and
MS Excel * Excellent research skills and attention to detail * Strong
organizational skills and ability to work on multiple projects Position
is full-time (35+ hrs/week) and candidates must be available to work
Monday through Friday. Pay Range is $40,000 to $48,000 per year, based
upon experience. Company offers two weeks of paid vacation each year.
Please submit cover letter and resume. In your cover letter, please
respond to the following three questions: 1) What are your strongest
attributes? 2) Why are you suited to this position? 3) What is your
biggest success? Job Type: Full-time Salary: $40,000.00 to $48,000.00
/year 5 hours ago - save job