Fiduciary Finance Case Manager | Estate & Bookkeeping
Listed on 2026-10-10
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Finance & Banking
Bookkeeper/ Accounting Clerk -
Accounting
Bookkeeper/ Accounting Clerk
Goodwin Recruiting seeks a detail-oriented professional to support fiduciary services for private clients. You will handle bookkeeping, document review, and financial reporting, ensuring accurate records and compliant processes.
Requirements include a bachelor’s degree or equivalent, strong Excel and Quick Books Online experience, and the ability to manage high-volume emails while meeting deadlines. This role emphasizes confidentiality and precise summaries of complex documents.
The Fiduciary Finance Case Manager | Estate & Bookkeeping position in the Finance field is open for applications.
The position is based in San Jose, CA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Fiduciary Finance Case Manager | Estate & Bookkeeping role in the description above.
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