Bookkeeper / Client Finance Specialist
Job Description
Job Description
Who We Are
We are a well-established fiduciary and care management company with over 15 years of service, experiencing rapid growth. Our team provides compassionate and professional support to elders and individuals with special needs through Trust and Estate Administration, Financial and Health Care Powers of Attorney, Conservatorships, and Care Management.
Our office environment is informal yet impeccably professional. While the work is fast-paced and demanding, we value autonomy and offer flexibility for self-directed employees to manage their workload with minimal stress. We are a HIPAA-compliant workplace committed to confidentiality and integrity.
Position Overview
We are seeking an experienced Bookkeeper / Client Finance Specialist to join our dedicated team. This role is critical to maintaining accurate financial records for multiple clients and supporting fiduciary responsibilities. The ideal candidate will have proven expertise in bookkeeping, thrive in a high-volume, fast-paced environment, and be passionate about delivering exceptional service to vulnerable populations.
Key Responsibilities:
Daily Financial Management
Enter and categorize transactions in Quicken for multiple clients, ensuring accuracy and proper documentation
Reconcile Quicken check registers monthly for all clients
Billing & Payments
Facilitate high-volume billing and timely payments to vendors, attorneys, accountants, and other service providers
Monitor and ensure timely payment of client bills
Tax Support
Assist with fiduciary tax preparation by compiling detailed reports for tax accountants annually
Reporting & Compliance
Prepare annual court and informal accounting reports in collaboration with the client finance team
Team Collaboration
Engage in daily team-based interactions to troubleshoot and resolve client financial needs
Document Management
Download, scan, edit, and manipulate PDF documents for accurate recordkeeping
Required Skills:
Solid accounting knowledge and proven bookkeeping experience
Advanced proficiency in Quicken and/or QuickBooks
Intermediate skills in Microsoft Office Suite:
Excel for tracking budgets and creating client reports
Word for correspondence
Ability to manage large volumes of transactions with precision and meet strict deadlines
Comfortable using and troubleshooting office equipment (computer, phone, printer, scanner)
Soft Skills & Work Style:
Meticulous attention to detail and commitment to accuracy
Ability to verify own work and review others’ work to minimize errors
Excellent phone etiquette – everyone in the office answers phones
Proactive, responsible, and punctual with high standards of integrity
Flexible and thrives in a dynamic, fast-paced small office environment
Comfortable working collaboratively in a moderate-noise setting
Physical & Logistical Requirements:
Able to sit or stand at a workstation for most of the workday
Must possess a valid California driver’s license, up-to-date auto insurance, and have a vehicle available for work. Must have a clean driving record (subject to motor vehicle record check). Alternative transportation methods are not feasible for the duties of this position
Willing to undergo a hiring background check
Education & Experience:
AA or bachelor’s degree preferred, or 3+ years of relevant experience
This role also offers growth opportunities.
This is an in-office position and is full-time (30-40 hrs. per week). Hours are between 9AM and 5PM.
$27-30/hr. to start DOE (re-evaluation after 90-day introductory period). We’re Hiring Immediately – Be Part of Our Team!
Office located in Oakland. Local applicants only. No relocation assistance offered.
\nCompany Description
At 21st Century Care Solutions, you’ll work alongside a compassionate team with over 75 years of combined expertise. We value growth, accountability, and the ability to navigate complexity with care. If you're driven by meaningful work and eager to play a pivotal role in a thriving company, we’d love to meet you.
Company Description
At 21st Century Care Solutions, you’ll work alongside a compassionate team with over 75 years of combined expertise. We value growth, accountability, and the ability to navigate complexity with care. If you're driven by meaningful work and eager to play a pivotal role in a thriving company, we’d love to meet you.