Staff Accountant - Financial Services
Masonic Homes of California - San Francisco, CA
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Pay Range $30.00 to $34.00Job CultureThe 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 SUMMARYThis 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.RESPONSIBILITIESManagement of Grand View Accounting systemAssist lodges and halls with conversion to the new accounting systemReview financial transactionsEnsure bank accounts are reconciledEnter transactions to the new accounting system and ensure all transactions are transferred to the new accounting systemGrand View Accounting system support to lodges and hallsProvide training as requestedReview financials as required, and trouble shoot any financial errorsReconcile bank and investment accounts as assigned.Review and respond to Financial Services emails in a timely mannerAttend to the scheduled phone callsLodge Taxes SupportRemind lodges and halls of their reporting requirements (IRS, annual 1099, Statement of Information etc.)Help gather information from Lodges and hallsDirect, 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.Assist in the preparation of reinstatement documents for lodges with revoked tax-exempt statusPrepare and file lodges annual tax returns (Form 990,990, 990EZ, 199 and 199N), if neededSupport new lodgesSupport in various accounting matters related to Lodges / Halls with Grand View Accounting system, as applicablePerform other duties as requested or required.AccountabilityEnsure that Lodges and Halls are properly and accurately set up in Grand View Accounting system with transferred dataEnsure that Lodges and Halls are being helped with all their inquiries about the transition and other accounting matters related to Lodges and HallsSKILLS, ABILITIES AND EXPERIENCEMinimum two-year of accounting experience including all major functions of petent in creation and use of spreadsheets (Microsoft Excel), use of word processing (Microsoft Word)Excellent verbal and written communication skillsAbility to handle multiple tasks, set priorities and meet deadlinesMust be extremely well-organized and detail-orientedStrong mathematical and analytical skillsQuickBooks and Intacct experience a plusAA degree in accounting or business, or equivalent experienceAt 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 return for your skills, you will be offered:A work environment focused on teamwork and supportExcellent health, wage replacement and other benefits for you and your family’s well-beingA generous contribution to a 401K plan whether or not you participate, and an additional contribution from the company when you participate in the planInvestment in your growth through Tuition Reimbursement #J-18808-Ljbffr
Created: 2025-09-27