Bookkeeper/Office Manager

The Kinsman Foundation | Milwaukie, OR

Posted Date 1/05/2022
Description

SOLICITATION FOR BOOKKEEPER/OFFICE MANAGER

PART TIME

The Kinsman Foundation, a small grantmaking private family foundation, wants to employ a part-time Bookkeeper/Office Manager to prepare and manage its business records, financial data and daily office activities.

The Foundation operates as a small business, managing an investment portfolio, making grants to nonprofits, and employing two full-time and three part-time employees. The Bookkeeper/Office Manager will assist and support the Foundation’s accounting firm and Chief Executive Officer in preparing and maintaining records and financial data, with a goal of working independently to assess and manage the Foundation’s business records.

THE WORK

In the role of Bookkeeper/Office Manager, you will be responsible for preparing checks for payables and grants, reconciling bank statements, updating internal tax return spreadsheets and cash flow projections.  In addition, you will be responsible for keeping in touch with the Chief Executive Officer and the Board of Directors for quarterly financial reports along with maintaining year end reports/spreadsheets for our certified public accountant for tax preparation. 

Primary work activities include:

            Accounts Payable

                        Prepare checks for payables and grants

                        Maintain grant tracking spreadsheets

            Account Reconciliation

                        Reconcile monthly bank statements

            Fixed Assets

                        Communicate with cpa regarding additions and retirements.

            Employee Documents

                        Maintain records such as payroll, timecards, vacation/sick and

                        retirement accounts

                        Prepare monthly payroll information and transmit to payroll service

                        Review payroll journal

                        Prepare and enter monthly payroll journal entry from payroll service

                        Prepare monthly SEP-IRA checks with transmittals and mail

            Financial Statements

                        Prepare cash flow statement monthly

            Taxes

                        Maintain all necessary spreadsheets for tax preparation

                        Prepare all documents necessary and upload to c.p.a. portal

                        Communicate with attorney and board regarding tax return

            Miscellaneous

                        Ad-hoc reporting and special projects as needed

            Compliance

                        Assist in implementation, maintenance, and adherence to internal

                        controls and accounting procedures ensuring compliance with GAAP

            Office Operations

                        Communicate with insurance company

                        Communicate with IT company

                        Review annual insurance renewal policy

 

            Potential work activities include:                                                                                               

                       Management of Foundation’s real property

                       Supervise Foundation’s maintenance person

                       Other duties assigned

 

Every Foundation office employee assists with answering telephones, data input, filing and similar tasks.

THE CANDIDATE

Candidates should have a demonstrated experience and thorough working knowledge of relevant accounting procedures and principles, including a solid understanding of general ledger and journal entry experience; a working knowledge or ability to very quickly learn QuickBooks Online software and Microsoft Excel; a working familiarity with Outlook and Microsoft Word; and a working knowledge of standard office procedures and small business and employment practices and principles.

Candidates must be detail-oriented, accurate, and able to manage multiple tasks to meet deadlines. Candidates should have strong organizational and problem-solving skills.

Candidates should have an appreciation of the Foundation’s granting interests of historic preservation, native wildlife rehabilitation and appreciation, and arts, culture and the humanities. Candidates should have an appreciation of philanthropy and nonprofit activities; and a knowledge, appreciation or sensitivity to Oregon and Clackamas County values.

COMPENSATION AND BENEFITS

This Bookkeeper/Office Manager position is a part-time position requiring 15-20 hours of work weekly.  A competitive hourly rate including participation in the Foundation Retirement plan will be negotiated with the candidate. The Foundation expects to offer a beginning hourly rate between $27 and $30.  This Bookkeeper/Office Manager position has a flexible schedule and days worked during the week is negotiable.   

FOUNDATION POLICIES

This position is subject to the Foundation’s policies addressing Employment; Harassment and Discrimination; and Conflict of Interest and Standards of Ethical Conduct.

THE OFFICE

The Foundation is based in a small, outdated office in a residential area in the Oak Grove area.  There will be two other full-time and one part-time employee sharing the office.  The office is very quiet, with little telephone activity or foot traffic.  The office is dog friendly.

TO APPLY

Interested candidates should submit a resume and cover letter by email to sara@kinsmanfoundation.org. No phone calls please.

The Foundation intends to fill the position by February 15, 2022.

Listing Type
Jobs
Categories
Accounting | Nonprofit | Office
Position Type
Part Time
Experience Level
Entry Level
Employer Type
Direct Employer
Salary
27-30
Salary Type
/hr.

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