Staff Accountant – Financial Services
Masonic Home For Adults
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $30 - $34 per hour
Job Level
JuniorMid-Level
About the role
- 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
Requirements
- Minimum two-year of accounting experience including all major functions of accounting.
- Competent in creation and use of spreadsheets (Microsoft Excel), use of word processing (Microsoft Word)
- Excellent verbal and written communication skills
- Ability to handle multiple tasks, set priorities and meet deadlines
- Must be extremely well-organized and detail-oriented
- Strong mathematical and analytical skills
- QuickBooks and Intacct experience a plus
- AA degree in accounting or business, or equivalent experience