This job is remote, but only within our local geography. Do not apply for this job unless you are within 20-minute drive of Laguna Hills, California (Orange County).

Integrity Probate Services, LLC is seeking a new team member (part-time W2 or freelance) to help with bookkeeping and accounting using QuickBooks Desktop and other tools.

You may choose to limit your role to simply bookkeeping, with limited hours. Ideally, we would prefer a team member who is willing to take on Case Assistant tasks as well. This job description is written for the blended role.

The firm handles various probate matters including financial affairs for beneficiaries of trusts or probate cases, as well as incapacitated and/or disabled clients, seniors and more. Our firm is hired to solve problems and make decisions.

You can join a relatively new industry in California with significant opportunity to grow and to create a new path. This work combines, accounting, legal, finance, real estate, social work, and many other fields, so each day is different, challenging, and impactful. We learn every day.

Due to the nature of our work, a job offer will be contingent on a clean background check and credit check. No exceptions. If this is not comfortable for you, please do not apply.

HOW TO APPLY:

This will be a multi‐step process so we can get to know each other and make sure we are a good fit; your application is an initial step. If you do not follow the instructions for applying, your journey will end here. Following instructions is important for members of our professional staff.

Before applying, please research the work of a California Licensed Professional Fiduciary.

To apply, submit a PDF of your résumé and a cover letter.

Want your résumé at the top of the stack? Write a custom cover letter specific to this job application. The best cover letters will show a basic understanding of our work, and include a summary of the applicant's thoughts, experiences, interests, knowledge, or attributes related directly to Private Professional Fiduciary work and why that person believes he/she would be a good fit. The best résumés will be customized to this job description. The questions in the application will have thoughtful, complete answers. Submissions without this specific content will likely not receive more than a glance.

No phone calls please. Apologies, but we are unable to respond directly to every applicant.

For our staff, timeliness and accuracy are imperative. Candidate must be able to assume ownership of his/her work, respond to daily requests from company leadership and other professionals, take direction, and prioritize workload. Role requires an attentive individual who is self‐directed, flexible, able to anticipate needs, open to new ideas and brainstorming, and can learn. This position requires interaction with many types of people, sometimes in difficult situations. Candidates should be tolerant and respectful, but also be able to remain firm when required.

Work‐from‐home preferred, but your work environment cannot have distractions or background noise due to significant phone work. Candidate must be within a 20‐minute drive of Laguna Hills for occasional meetings. W2 or freelance TBD.

This is a new firm that is growing quickly: we want to promote from within. There is opportunity for a great career path for the right individual. However, we are a busy, lean team, so everyone pitches in with phones, mail, scanning, etc. Those expecting easy jobs without accountability look elsewhere.

JOB DESCRIPTION
In addition to bookkeeping responsibility for cases, the firm assumes many additional roles. You may choose to limit your role to simply bookkeeping, with limited hours. Ideally, we would prefer a team member who is willing to also assume some Case Assistant tasks as described here.

Team members must be able to continuously multi‐task. As the firm Principal is in constant demand, this support person can be invaluable by being flexible, respectful, and anticipating needs.

Duties and responsibilities
Specific responsibilities for this position may include, but are not limited to:

• Managing and reconciling company bank accounts using QuickBooks Desktop.
• Maintaining accurate company records in QuickBooks to submit to CPA.
• Managing and reconciling client bank accounts using QuickBooks Desktop or Excel ledgers.
• Maintaining accurate and complete client records (for individuals and trusts) in QuickBooks or Excel to submit to tax preparers and specialized accountants for preparation of court accountings.
• Work with tax advisors and others for client tax filings and required accountings.
• Work with firm's principal and retained CPA for company financial and tax planning.
• Facilitating client expenses ‐ Review invoices for accuracy and appropriateness. Enter bills for approval and payment through bank. Assist with client budgeting.
• Administering documentation and records ‐ organize electronic and paper records; use shared electronic record system; ensure complete records; scan or print documents as needed. Audit files for completeness and accuracy.
• Helping to develop processes, workflows, and forms
• Contacting vendors or service providers to:
• >> obtain or clarify quotes
• >> verify credentials
• >> resolve service/billing issues
• >> coordinate payment
• >> check availability
• >> schedule services
• Contacting financial institutions, legal offices, government agencies, care agencies, and other organizations for information, or to respond to correspondence or communication
• Following up on requests for information
• Assisting in the evaluation of new tools, resources, and software

POSITION REQUIREMENTS
Required experience

• 4+ years of relevant bookkeeping or accounting experience

Required skills and traits

• Proficiency in QuickBooks, Microsoft Excel, Word and email
• Knowledge of basic accounting principles
• Analytical skills, attention to detail
• Strong critical thinking skills, problem‐solving skills, decision‐making ability
• A sense of humor (this work can be stressful, sometimes you have to laugh)
• Communication skills – written and oral. Fluent in English, written and verbal, 12th grade level, with good grammar, punctuation, and spelling, good reading comprehension
• Initiative to identify and assume work that needs to be done, task foresight
• Knowledge of bill paying and budgeting principles, good basic math skills
• Ability to complete tasks with minimal handholding
• Self‐driven, ability to work independently and as part of a team
• Growth orientation, learning mindset
• Reliable, trustworthy, and capable of maintaining strict confidentiality
• Interpersonal skills, empathy, and humanity, along with tolerance
• Organization and follow‐up skills, time management skills

Preferred/desired qualifications

• 2+ years of office assistant experience
• Comfort using video call services, such as Zoom or Skype
• Intermediate typing and data entry skills, comfort using telephone
• Proficiency handling documents such as creating PDFs and scanning
• Familiarity with case/legal management software or tools highly desired
• Experience with legal services, estate planning or probate work strongly preferred

Education

• AA degree required; bachelor’s degree preferred
• Coursework in finance, fiduciary, paralegal, probate/ estate planning, or business preferred

NO SOLICITATION OR RECRUITERS.

VETERANS ENCOURAGED TO APPLY.

Job Types: Part-time, Contract

Pay: $18.00 - $26.00 per hour

Benefits:

• Flexible schedule

Schedule:

• Day shift
• Monday to Friday
• Weekend availability

Application Question(s):

• Would you be comfortable submitting to a background check and credit check? If not, please do not apply.
• The work of the firm may require occasional, minimal, remote weekend work. Might you be able to help with that?
• During business hours, could you drive to the Laguna Hills area within 20 minutes? If no, please do not apply, as this role is So CA/So OC work from home.
• Do you have experience using QuickBooks Desktop? If so how many years and what did you use it for?
• This job will be FEWER THAN 40 hours per week, primarily during traditional work week hours (week days). Applicants seeking full time will not be considered. How many hours per week would you prefer (minimum and maximum)? Which days and times?

Education:

• Associate (Required)

Experience:

• Microsoft Word: 1 year (Required)
• QuickBooks: 2 years (Required)
• Administrative Assistant: 1 year (Preferred)
• Microsoft Excel: 1 year (Required)
• bookkeeping or accounting: 4 years (Required)

License/Certification:

• QuickBooks Certification (are you QuickBooks certified) (Preferred)

Work Location: Remote

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