Job Description

The ideal candidate is a detail-oriented accounting professional who enjoys managing multiple priorities, reviewing work, developing team members, and providing a high level of personalized client service. The underlying role supports clients whose financial structures may include trusts and other related entities.

Key Responsibilities

• Oversee day-to-day accounting and financial activities.
• Manage and develop accounting team members while maintaining accountability for quality and deadlines.
• Review accounting work for accuracy, completeness, and timely delivery.
• Maintain a thorough understanding of each client's financial structure, including trusts and related entities.
• Monitor cash activity and maintain organized documentation supporting financial transactions.
• Manage client bill payment, payroll-related activity, and investment tracking.
• Prepare and maintain financial statements using QuickBooks.
• Assist with consolidated financial reporting and customized financial projects.
• Prepare cash flow projections and other financial analyses based on client needs.
• Gather and organize financial information needed to support tax preparation.
• Maintain appropriate documentation related to tax, trust, and estate matters.
• Assist with special accounting, tax, and administrative projects as needed.
• Provide responsive, high-touch service while balancing the needs and deadlines of multiple clients.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 2+ years of management experience, ideally in a role involving multiple clients or complex financial reporting.
• Hands-on experience with QuickBooks and Microsoft Excel.
• Strong accounting, analytical, and mathematical skills.
• Prior experience reviewing work or providing guidance to other accounting professionals is valuable.
• Excellent organizational and project management abilities.
• Strong written and verbal communication skills.
• Ability to prioritize competing deadlines in a fast-paced environment.
• Highly detail-oriented, self-motivated, and comfortable working both independently and collaboratively.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

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