Accounting Manager overseeing day - to - day accounting operations at Savvy Wealth. Leading month - end close and leveraging AI tools for efficiency in financial processes.
About the role
- Litigation Associate focusing on high-net-worth clients in marital dissolution process. Contributing to litigation department with data analysis and organization in San Francisco office.
Responsibilities
- Extract and enter transactional data to trace separate-property assets in marital-dissolution engagements
- Reformat transactional data and import it into G|S’s proprietary programs
- Generate reports from G|S’s proprietary programs (e.g., Ceres Tracing, Lifestyler)
- Reconcile data to source documents
- Inventory source documents and identify any deficiencies needed to complete the work
- Customize reports in Excel or Word for client-specific scenarios
- Prepare and reference work-paper files for litigation managers and partners to use in marital-dissolution proceedings (court hearings, settlement conferences, depositions, etc.)
Requirements
- Bachelor's degree (majors in Accounting, Finance, Economics, or related discipline preferred)
- Meticulous attention to detail and accuracy
- Ability to organize large volumes of detailed information
- Basic bookkeeping skills and/or experience using accounting, bookkeeping, or finance software (e.g., QuickBooks, AgilLink/Datafaction, Sage) to categorize and reconcile transactions
- Proficiency in Microsoft Excel; preferred candidates can demonstrate competency with logic, information, lookup-and-reference functions, and Excel tables
- Basic competency in Microsoft Word and Outlook
- Must live within commuting distance of the San Francisco office
Benefits
- medical/dental/vision insurance
- paid parental leave
- generous PTO
- profit sharing plan
- 401(k) match
- overtime pay
- annual ski/camping trip
- black-tie holiday party
- quarterly departmental mixers (travel stipend included)
- paid continuing education
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