Fiduciary Accountant/Bookkeeper

$56,160 - $76,960/Yr

PUGNO TRUST & ESTATES - Fair Oaks, CA

Part-time,Full-time - Mid Level

Fair Oaks, CA

About the position

The Fiduciary Accountant/Bookkeeper position at Pugno Trust & Estates involves managing estate finances and providing accounting support for Trusts and Probate estates. The role requires collaboration with clients and attorneys to prepare financial reports, maintain financial statements, and streamline accounting processes. This position is suitable for individuals with a strong accounting background, including CPAs, tax professionals, or experienced bookkeepers.

Responsibilities

• Work directly with clients and attorneys to organize estate finances and prepare accounting reports.
• Calculate inheritance distributions and assist with transferring assets to beneficiaries.
• Serve as the firm's in-house bookkeeper and maintain financial statements, including balance sheets and income statements.
• Collaborate with team members to streamline accounting processes and improve efficiency.

Requirements

• High proficiency with Microsoft Excel spreadsheets and formulas.
• Experience with QuickBooks, Xero, or similar accounting software.
• Proven experience in accounting and bookkeeping roles with a strong understanding of accounting principles.
• Experience in Trust and Probate estate administration is preferred but not mandatory.
• Knowledge of Income Tax rules (California and Federal) is helpful but not required.

Nice-to-haves

• Experience in Trust and Probate estate administration is preferred but not mandatory.
• Knowledge of Income Tax rules (California and Federal) is helpful but not required.

Benefits

• Health insurance
• 401(k)
• Paid time off
• Flexible schedule
• Paid sick time