Staff Accountant - Financial Services

Pay Range $30.00 to $34.00

Job Culture

The Masons of California are committed to a culture of leadership. Our culture is to provide superior service to the members, residents and staff through a sound and progressive model of service/care which aligns our mission, vision and operations. We demonstrate excellence in core services and we understand the true value of time, budgets, safety and satisfaction. We are dedicated to disciplined innovation while creating a culture of continuous quality improvement ‐ we are a learning company. We are committed to sharing our knowledge and being an organization that naturally attracts the best and brightest talent. We are able to perform both essential functions and measurable behaviors while being team‐oriented, caring and honest.

JOB SUMMARY

This position will support the Financial Services Team. Perform all duties as assigned in a timely, accurate and professional manner. Respond to all clients and users of Lodges and Halls Accounting System with the highest level of customer services.

RESPONSIBILITY

1. Management of Grand View Accounting system

1. Assist lodges and halls with conversion to the new accounting system
2. Review financial transactions
3. Ensure bank accounts are reconciled
4. Enter transactions to the new accounting system and ensure all transactions are transferred to the new accounting system

2. Grand View Accounting system support to lodges and halls

1. Provide training as requested
2. Review financials as required, and trouble shoot any financial errors
3. Reconcile bank and investment accounts as assigned.

3. Review and respond to Financial Services emails in a timely manner

4. Attend to the scheduled phone calls

5. Lodge Taxes Support

1. Remind lodges and halls of their reporting requirements (IRS, annual 1099, Statement of Information etc.)
2. Help gather information from Lodges and halls
3. Direct, monitor and assist lodges/halls treasurers and secretaries in IRS and FTB related issues around non‐profit exemption, tax returns and general communication with either government agency.
4. Assist in the preparation of reinstatement documents for lodges with revoked tax-exempt status
5. Prepare and file lodges annual tax returns (Form 990,990, 990EZ, 199 and 199N), if needed

6. Support new lodges

7. Support in various accounting matters related to Lodges / Halls with Grand View Accounting system, as applicable

8. Perform other duties as requested or required.

Accountability

1. Ensure that Lodges and Halls are properly and accurately set up in Grand View Accounting system with transferred data
2. Ensure that Lodges and Halls are being helped with all their inquiries about the transition and other accounting matters related to Lodges and Halls

SKILLS, ABILITIES AND EXPERIENCE

• Minimum two-year of accounting experience including all major functions of accounting.
• Competent in creation and use of spreadsheets (Microsoft Excel), use of word processing (Microsoft Word)
• Excellent verbal and written communication skills
• Ability to handle multiple tasks, set priorities and meet deadlines
• Must be extremely well-organized and detail-oriented
• Strong mathematical and analytical skills
• QuickBooks and Intacct experience a plus
• AA degree in accounting or business, or equivalent experience

At Grand Lodge, we are looking for team members who would like to combine their passion for helping people, good communication skills, decision-making skills, and great ethical standards with the opportunities to advance your career.

In return for your skills, you will be offered:

• A work environment focused on teamwork and support
• Excellent health, wage replacement and other benefits for you and your family’s well-being
• A generous contribution to a 401K plan whether or not you participate, and an additional contribution from the company when you participate in the plan
• Investment in your growth through Tuition Reimbursement