Staff Accountant

Masons of California • San Francisco, CA

8d • $29 - $36

About The Position

The Staff Accountant supports the Financial Services Team by performing assigned duties accurately, promptly, and professionally, and providing high-quality customer service to clients and users of the Lodges and Halls Accounting System. The role manages and supports the Grand View Accounting system, assists lodges and halls with accounting matters and system transitions, reviews financial transactions and financial reports, and reconciles bank and investment accounts. It also supports lodges and halls with tax reporting and compliance, including helping gather information, assisting with IRS and FTB matters, preparing reinstatement documents, and preparing and filing annual tax returns when needed. The position provides training and support to new lodges and performs other duties as requested or required.

The Staff Accountant helps ensure lodges and halls are accurately set up in the Grand View Accounting system with their data transferred, and that they receive assistance with transition-related inquiries and other accounting matters.

Requirements

• At least two years of accounting experience, including all major accounting functions.
• Competence creating and using spreadsheets in Microsoft Excel and using Microsoft Word for word processing.
• Excellent verbal and written communication skills.
• Ability to handle multiple tasks, set priorities, and meet deadlines.
• Extremely well-organized and detail-oriented.
• Strong mathematical and analytical skills.
• Any combination of education and experience that provides the necessary knowledge and abilities; typically, an associate degree in accounting or business, or equivalent experience.

Nice To Haves

• QuickBooks experience.
• Intacct experience.

Responsibilities

• Manage the Grand View Accounting system and assist lodges and halls with its use.
• Review financial transactions and financials, troubleshoot errors, and ensure bank accounts are reconciled.
• Enter transactions into the new accounting system and ensure all transactions are transferred.
• Reconcile bank and investment accounts as assigned.
• Provide training as requested and support new lodges with accounting matters related to the Grand View Accounting system.
• Review and respond to Financial Services emails promptly and attend scheduled phone calls.
• Remind lodges and halls of reporting requirements, including IRS reporting, annual 1099s, and Statements of Information.
• Help gather information from lodges and halls and direct, monitor, and assist lodge and hall treasurers and secretaries with IRS and FTB matters related to nonprofit exemption, tax returns, and agency communications.
• Assist with preparation of reinstatement documents for lodges whose tax-exempt status has been revoked.
• Prepare and file lodges’ annual tax returns (Forms 990, 990EZ, 199, and 199N) when needed.
• Ensure lodges and halls are accurately set up in the Grand View Accounting system with transferred data and receive assistance with transition and accounting inquiries.
• Perform other duties as requested or required.

Benefits

• Health, wage replacement, and other benefits for employees and their families.
• A generous 401(k) contribution whether or not the employee participates, with an additional company contribution when the employee participates.
• Tuition reimbursement of $1,500 per year.
• A teamwork-focused work environment with support for excellent care.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree