Accounting Admin

Job Description

Job Description

Job Title: Accounting Admin / Case Manager
Location: Walnut Creek, CA
Pay: $23–$25 per hour
Job Type: Part-Time (48–64 hours per month), potential to expand to full-time, Onsite
Schedule: Flexible

Overview
We are seeking an organized and detail-oriented Accounting Admin / Case Manager to join a mission-driven organization dedicated to supporting individuals who need compassionate, specialized fiduciary advocacy. In this role, you will provide essential financial and administrative support to the leadership team, ensuring our services remain accountable, compassionate, and efficient. If you are a dedicated professional who thrives in a collaborative environment where precision and continuous learning are top priorities, we invite you to join our team.

Apply Today!
Then call View phone number on ziprecruiter.com and ask for Aileen

Why You’ll Love This Role

• Support a mission-driven organization providing vital, compassionate services to vulnerable populations.

• Work in a supportive, collaborative environment that values professional growth, trust, and teamwork.

• Enjoy a flexible work schedule with the potential to grow your role as business needs evolve.

• Gain specialized knowledge in fiduciary services, forensic accounting, and advocacy.

• Make a meaningful, measurable impact on the lives of clients through meticulous financial oversight.

Requirements

• Foundational knowledge of accounting principles and best practices.

• Proficiency with financial software such as Excel, Quicken, and Quickbooks; experience with estate accounting software is a plus.

• High level of attention to detail and a commitment to maintaining strict confidentiality of sensitive client information.

• Exceptional communication skills, with a professional and poised demeanor when interacting with referral sources and leadership.

• Proactive approach to research and a strong desire to expand expertise in forensic accounting, family dynamics, and client care needs.

Key Responsibilities

• Manage comprehensive fiduciary accounting records, including processing expenses, credit card charges, and accounts payable, while conducting rigorous monthly bank reconciliations to ensure financial accuracy.

• Maintain meticulous accounting files, proactively evaluating and implementing software improvements to optimize office efficiency and internal controls.

• Execute recurring, monthly data entry for diverse client projects—including trusts and conservatorships—while preparing accurate draft budgets and establishing effective tickler systems for upcoming invoices.

• Spearhead forensic accounting research projects to trace assets and uncover financial discrepancies, providing actionable data to the team lead to identify and mitigate potential financial exploitation.

• Act as a professional, poised primary point of contact for referral sources, ensuring that client needs are identified, documented, and communicated clearly to the leadership team.

• Collaborate closely with the leadership team to identify and pursue professional development opportunities, continuously expanding expertise in fiduciary services, forensic accounting, and the evolving needs of our clients.

Dynamic’s benefits and leave programs for Temporary and Temp to Hire Associates are provided in our employee handbook and are reviewed during onboarding and follow state, local and federal laws. Eligibility and accrual rates may vary based on work location and employment status.
Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.