<p>Our team is seeking an Accounting Clerk to join our Full-Time Engagement Professionals practice. In this role, you will support client engagements with a mix of accounts payable, accounts receivable, billing, collections, and general accounting support. The ideal candidate has intermediate Excel skills, fast and accurate data entry abilities, and a degree in accounting, finance, or a related field. You will help clients maintain accurate financial records, support daily transactional processes, and contribute to continuity on critical projects and interim needs. </p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support day-to-day accounting operations across accounts payable, accounts receivable, billing, and collections.</li><li>Process invoices, post payments, and assist with vendor and customer account maintenance.</li><li>Generate and distribute invoices, monitor aging reports, and follow up on outstanding balances.</li><li>Reconcile account activity and research discrepancies to support accurate financial records.</li><li>Perform high-volume data entry with speed and accuracy.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries in a timely and professional manner.</li><li>Maintain organized accounting documentation and support month-end close activities as needed.</li><li>Use Excel to prepare reports, track account activity, and support data review and analysis.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul><p><br></p>
We are looking for an experienced Estate Planning Legal Secretary to join our team in Merced, California. In this role, you will provide comprehensive administrative support to attorneys specializing in estate planning, ensuring the smooth operation of daily activities. This position requires a high level of organization, attention to detail, and proficiency in legal processes and tools.<br><br>Responsibilities:<br>• Prepare and edit legal documents, including estate planning briefs, correspondence, and fiduciary-related materials.<br>• Manage e-filing processes for both federal and state courts, ensuring compliance with applicable court rules.<br>• Maintain and update attorney calendars, schedule meetings, and coordinate depositions.<br>• Handle expense reports, check requests, and other administrative tasks to support attorneys.<br>• Organize and maintain client files using document management systems such as NetDocs.<br>• Collaborate with attorneys to ensure timely submission of court filings and related paperwork.<br>• Assist in preparing trust and estate-related documentation with high accuracy.<br>• Coordinate with clients and team members to facilitate smooth communication and document exchange.<br>• Prioritize tasks effectively to ensure deadlines are consistently met in a fast-paced environment.<br>• Support attorneys with dictation and transcription tasks as needed.