Benefits:
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Who We Are We are a well-established fiduciary and care management company with over 15 years of service, experiencing rapid growth. Our team provides compassionate and professional support to elders and individuals with special needs through Trust and Estate Administration, Financial and Health Care Powers of Attorney, Conservatorships, and Care Management.
Our office environment is informal yet impeccably professional. While the work is fast-paced and demanding, we value autonomy and offer flexibility for self-directed employees to manage their workload with minimal stress. We are a HIPAA-compliant workplace committed to confidentiality and integrity.
Position Overview We are seeking a Bookkeeper / Client Finance Specialist to join our dedicated team. This role is central to maintaining accurate financial records for our clients and supporting fiduciary responsibilities. The ideal candidate will be detail-oriented, proactive, and passionate about serving vulnerable populations.
Key Responsibilities
Daily financial records management using Quicken
Assist with tax preparation for fiduciary tax returns including preparing reports for tax accountant on an annual basis to facilitate tax preparation
Daily team-based interactions, troubleshooting/resolution of client needs with other administrative professionals and the care management team
Facilitate billing and proper payment to vendors, attorneys, accountants, etc.
Ensure timely payment of client bills
Work closely with client finance team to prepare annual court and informal accounting reports
Enter transactions into Quicken using appropriate categories, ensuring proper documentation and maintaining orderly records
Reconcile Quicken check register monthly for all clients
Required Skills
Solid accounting knowledge and proven bookkeeping experience, including advanced proficiency in Quicken and/or QuickBooks
Intermediate Microsoft Office Suite skills, including Word for correspondence and Excel for tracking budgets and creating client reports
Ability to download, scan, edit, and manipulate PDF documents
Comfortable using and troubleshooting office equipment (e.g., computer, phone, printer, scanner)
Soft Skills & Work Style
Meticulous attention to detail and a commitment to quality; able to verify accuracy of own work and review others’ work to minimize errors
Excellent phone etiquette – everyone in the office answers the phones
Proactive, responsible, and punctual, with high standards of personal integrity
Flexible and thrives in a dynamic, fast-paced small office environment
Comfortable working in a collaborative office setting with moderate noise levels
Physical & Logistical Requirements
Able to sit or stand at a workstation for most of the workday
Must possess a valid California driver’s license, up-to-date auto insurance, and have a vehicle available for work. Must have a clean driving record (subject to motor vehicle record check). Alternative transportation methods are not feasible for the duties of this position
Willing to undergo a hiring background check
Education & Experience
AA or bachelor’s degree preferred, or 3+ years of relevant experience
This role also offers growth opportunities.
This is an in-office position and is full-time (30-40 hrs. per week). Hours are between 9AM and 5PM. $27-30/hr. to start DOE (re-evaluation after 90-day introductory period). Start date ASAP.
Office located in Oakland. Local applicants only. No relocation assistance offered.
Following the review of your resume, completion of the online assessment is a mandatory step in order to proceed further in the selection process.