Bookkeeper / Client Finance Specialist

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. 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.

Daily Financial Management
Billing & Payments
Facilitate high-volume billing and timely payments to vendors, attorneys, accountants, and other service providers
Tax Support
Assist with fiduciary tax preparation by compiling detailed reports for tax accountants annually
Prepare annual court and informal accounting reports in collaboration with the client finance team
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
Solid accounting knowledge and proven bookkeeping experience
Intermediate skills in
Microsoft Office Suite
:
Excel for tracking budgets and creating client reports
Comfortable using and troubleshooting office equipment (computer, phone, printer, scanner)
Excellent phone etiquette – everyone in the office answers phones
Flexible and thrives in a dynamic, fast-paced small office environment
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.

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. We’re Hiring Immediately – Be Part of Our Team! Office located in Oakland. Local applicants only. No relocation assistance offered.
\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.