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Financial Planning and Analysis

• Support the Financial Services Team and perform duties in a timely, accurate, and professional manner
• Respond to clients and users of Lodges and Halls Accounting System with the highest level of customer service
• Manage Grand View Accounting system: assist lodges and halls with conversion to the new accounting system, review financial transactions, ensure bank accounts are reconciled, enter transactions and ensure all transactions are transferred
• Provide Grand View system support: provide training as requested, review financials, troubleshoot financial errors, reconcile bank and investment accounts as assigned
• Review and respond to Financial Services emails in a timely manner and attend scheduled phone calls
• Lodge Taxes Support: remind lodges of reporting requirements (IRS, annual 1099, Statement of Information), help gather information, assist treasurers/secretaries with IRS and FTB issues, assist in reinstatement documents for revoked tax-exempt status, prepare and file annual tax returns (Form 990, 990EZ, 199, 199N) if needed
• Support new lodges and various accounting matters related to Lodges/Halls
• Perform other duties as requested or required

Staff Accountant – Financial Services