JOB SUMMARY: We are looking for an experienced bookkeeper to assist in managing the day-to-day accounting and finance requirements of our clients. Confidentiality, excellent organizational skills, excellent time tracking skills, ability to learn quickly and follow directions, and accuracy are important qualifications for this position, as well as good customer relations and the ability to communicate clearly. The ideal candidate for this position is a skilled multi-tasker, is reliable, and is committed to consistently meeting deadlines.

This is a part time (est. 10-15hr/week) position with room for growth.

Hourly rate: Competitive, DOE

Job Duties:

• Use Quickbooks for the following functions:

• Cash management including A/P check writing, deposits, and petty cash
• Accounts receivable
• Client billing
• Establish, maintain, and close accounts as necessary
• Bank reconciliations
• Transfers of funds between accounts
• Monthly, quarterly, and annual reporting, both for internal review and client-side
• Assist in annual preparation of client tax organizers
• Assist with other recurring and non-recurring tax payments as appropriate
• Time tracking and record keeping

Educational and Other Requirements

• Bachelor's degree (unofficial transcript required prior to interview)
• Pass background check (Upon conditional job offer/services agreement)
• Mid-level proficiency in QuickBooks (desktop)
• Minimum of 5-years experience in bookkeeping or accounting as a virtual assistant

Essential Work Skills/Knowledge:

• Excellent organization and attention to detail
• Dedicated team player able to problem-solve, work without supervision, and meet deadlines
• Driven and resourceful
• Polished and professional customer service skills
• Proficient use of technology, including Mac & Windows operating systems, printers, scanners, and general networking operations.
• Solid time management skills

Desired/Preferred:

• Experience in Timeslips (or other legal billing software)
• Proficiency in Mac OS AND iWork programs (Numbers & Pages)

OUR HIRING PROCESS

• ONLY applicants that meet all of the above requirements AND are willing/able to take the assessment promptly after submitting application will be consider. Please do not submit an application if you do not meet the position requirements and/or are not willing/able to take an assessment (see next bullet point) within 24-hrs.
• Selected applicants will be provided a link to a whole-person evaluation/pre-employment assessment, administered by an online third-party. Assessment is approximately 40-minutes. No interview given during this stage.
• If testing goes well, the applicant will be contacted for a telephone interview.
• Upon conditional job offer, a mandatory background check is run.

Only applications submitted through above link will be considered.

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Who We Are

At Santa Barbara Fiduciary, we serve as a source of security, compassion and strength to elders, and those supporting them, through challenging life transitions. As objective, third-party professionals, we honor our clients' wishes through diligent implementation of their succession plan. Our specialization is in complex administrations, accounting and finance. We deliver high quality work product using strategic thinking, good judgement, integrity and heart.