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

Benefits

  • A work environment focused on teamwork and support
  • Excellent health, wage replacement and other benefits for you and your family’s well-being
  • A generous contribution to a 401K plan whether or not you participate, and an additional contribution from the company when you participate in the plan
  • Investment in your growth through Tuition Reimbursement

Job title

Staff Accountant – Financial Services

Job type

Experience level

JuniorMid level

Salary

$30 - $34 per hour

Degree requirement

Associate's Degree

Location requirements

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