Golden Oaks Law Group, LLP Accounting Intern Upland, CA · Part time Company website

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Golden Oaks Law Group, LLP is a full-service trust and estates law firm.

Summary/Objective

Golden Oaks Law Group, LLP is a full-service trust and estates law firm. The firm deals with all aspects of wealth management, wealth preservation, wealth transfer, and wealth disputes. As an Accounting Intern, you will support our probate and trust administration practice by assisting attorneys and staff with the preparation of probate accountings, inventories and appraisals, and related financial documentation. This internship provides meaningful hands-on exposure to legal accounting processes and estate administration, and is an excellent opportunity for accounting or finance students interested in the intersection of law and financial practice.

Essential Functions

Probate Accounting Support:

•         Probate Accounting Preparation: Assist in the drafting and organization of formal probate accountings, including first and final accounts required for court filing.

•         Inventory and Appraisal (I&A): Support the preparation and compilation of Inventory and Appraisal documents (California Form DE-160 or equivalent), including identification and categorization of estate assets.

•         Asset and Liability Schedules: Compile, categorize, and reconcile schedules of estate assets and liabilities, including real property, financial accounts, personal property, and debts.

•         Receipts and Disbursements: Track and record estate receipts, disbursements, and distributions to ensure accurate accounting records throughout the administration period.

•         Statutory Fee Calculations: Assist with the calculation of statutory probate attorney and personal representative fees in accordance with the California Probate Code.

Trust Administration Support:

•         Trust Accountings: Assist in the preparation of informal or formal accountings for trust beneficiaries, detailing all receipts, disbursements, and distributions during the administration period.

•         Distribution Schedules: Support the drafting of distribution schedules and related documentation to facilitate the transfer of assets to sub-trusts or final beneficiaries.

•         Tax Documentation: Gather and organize financial records to support the preparation of estate or fiduciary income tax returns.

Records and Administrative Support:

•         Document Organization: Maintain organized financial records, bank statements, brokerage statements, and supporting documentation for open matters.

•         Practice Management System: Assist with data entry and maintenance of matter-related financial information in the firm’s practice management software (Actionstep).

•         Coordination: Communicate with attorneys and legal staff to gather necessary financial information from clients and third parties as needed.

•         General Support: Assist with general accounting and administrative tasks as assigned by supervising attorneys or staff.

Supervisory Responsibilities

None

Pay Range

Depending on Experience

$19.00 – $22.00 per hour

Work Schedule

Flexible / Part-Time – to be discussed upon offer

Work Environment

Indoor, office setting

Physical Demands

•         Prolonged periods of sitting and working at a computer workstation.

•         Extended periods of focus and concentration to ensure accuracy and attention to detail.

•         Occasional lifting of files, boxes, or other materials weighing up to 20 pounds.

Required Documentation

To apply for this position, please submit the following documentation and complete all steps listed below. Incomplete applications will not be considered.

Documentation

•         Resume

•         Unofficial transcripts (current enrollment verification)

•         Any other relevant documentation demonstrating your qualifications (certificates, degrees, relevant coursework, etc.)

Steps

•         Submit the above-requested documentation.

•         Complete all additional questions as part of this job posting.

Required Education and Experience

•         Currently enrolled in an accredited college or university, pursuing a degree in Accounting, Finance, Business Administration, or a related field.

•         Completion of at least one intermediate accounting course preferred.

•         Proficiency in Microsoft Excel; experience with QuickBooks or similar accounting software is a plus.

•         Strong attention to detail and commitment to accuracy.

•         Ability to handle sensitive and confidential client information with discretion.

•         Excellent organizational and time management skills.

•         Strong written and verbal communication skills.

•         Interest in estate planning, probate, or trust administration is a plus but not required.

Other Duties

Please note this job description is not designed to contain a comprehensive listing of activities, duties, or responsibilities that are required of the team member for this job. Duties, responsibilities, and activities may change at any time with or without notice.