Accounting Specialist

Accounting Specialist

$70,000-80,000

Full Time

San Mateo, CA

Hybrid- 1 day/week work remotely

Option to create a flexible schedule!About Client- Lassahn Fiduciary Services

We are dedicated to providing our clients with the protection, planning and resources needed to preserve and grow their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence. Lassahn Fiduciary Services is known for its commitment to handling cases ranging from simple trusts to those complicated by extenuating circumstances. We provide scrupulous accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.

About this role:

We are looking to hire someone full or part time, but they need a committed 30 hours per week or more.

**Company Overview:**

Join a small but mighty team of women. They pride themselves on fostering a fun, supportive and collaborative work environment where every team member is valued and contributes to our success. As we continue to grow, they are seeking a skilled Accounting Assistant to support our accounting department, including generating court-style reports and over seeing financials.

**Position Overview:**

Detail-oriented and experienced Accounting Specialist to join finance team. This position will be responsible for managing various accounting tasks and assisting with the preparation of court-style reports and monthly income and expense reports for clients. The ideal candidate will have a strong understanding of accounting principles, excellent analytical skills, and the ability to thrive in a fast-paced environment.

**Responsibilities:**

• Perform day-to-day accounting tasks such as accounts payable/receivable, general ledger entries, and brokerage statement reconciliations.
• Prepare financial statements and reports in a court style accounting format which we will train you on.
• Assist with month-end and year-end closing processes.
• Generate court-style reports and documentation as required for legal proceedings.
• Collaborate with legal and compliance teams to ensure accurate and timely reporting.
• Maintain accurate and up-to-date financial records and documentation.
• Assist with budgeting and forecasting processes.
• Use and be proficient with Quickbooks online

**Requirements:**

• Bachelor’s degree in Accounting, Finance, or a related field, preferred.
• 3+ years of experience in accounting or financial reporting roles.
• Proficiency in accounting software such as Quicken and QuickBooks.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Ability to work effectively both independently and as part of a team.
• Excellent written and verbal communication skills.
• Experience with generating court-style reports or working with legal documentation is a plus.

**Benefits:**

- Competitive salary

- Comprehensive health, dental, and vision insurance plans for full-time employees

- Retirement savings plan with company match for full time employees

- Paid time off and holidays for full time employees

- Professional development opportunities