Job Description

TITLE: Accounting Assistant

EMPLOYMENT STATUS: Full Time / Exempt

REPORTS TO: Director of Accounting 

About Congregation Beth Am

Congregation Beth Am is a Conservative congregation in the heart of North County, San Diego (Carmel Valley – just 4 miles east of Del Mar, California) where we come together to celebrate our traditions, learn, worship, and embrace Tikkun Olam. Congregation Beth Am is a large, and vibrant synagogue, with a membership of approximately 500 families. The Congregation has an outstanding Early Childhood Center (ages 6 weeks to 5 years), Jewish Learning Center (Supplemental Education Program – grades K-6), Teen Education Programs (grades 7-12), and an active Youth Program, Men’s Club and Women’s Circle.

Additionally, the Congregation has robust programming and excellent spiritual leadership with two long-serving Rabbis. In 2017, Congregation Beth Am completed the build out of its beautiful campus that features a brand-new Early Childhood Center, Administrative wing, and Education building.

I.   Job Summary

Responsible for providing basic bookkeeping functions for synagogue including accounts receivable and cash receipts. Performs a variety of duties requiring initiative and attention to detail. Work entails dealing with issues requiring a high degree of discretion and tact. Works with organization staff and vendors. Works independently with limited supervision.

II. Essential Functions/Major Responsibilities

     Cash Receipts and Accounts Receivable 

• Prepare bank deposits for cash
• Post payments to member
• Post payments to the
• Run and post all credit card payments, note failed credit
• Prepare and mail all monthly and annual billing
• Print month end AR reports as
• Run aged receivable reports for Executive Director and Membership
• Prepare and mail out year-end donor tax
• Update member accounts upon receipt of dues payment option (DPO) forms as well as Preschool and Religious School applications.
• Process High Holy Day ticket and prayer book
• Post all Member billing & adjustment transactions to ShulCloud.
• Prepare member specific ShulCloud reports by department.
• Call on past dues and set up payment plans.

 III.   Equipment/Job Location  

• Most responsibilities involve sitting at a desk. Computers,copiers/printers,fax machines, and telephones are examples of equipment used.

IV.  Working Relationships

• Report directly to Director of Accounting.

V.  Qualifications, Knowledge, and Abilities

• Graduation from high school or GED equivalent and college-level accounting and/or business administration.
• A minimum of three years of ShulCloud Non-profit experience a plus.
• A minimum of three years of A/R experience.
• Excellent interpersonal skills.
• Good organization skills and ability to multi-task; attention to detail.
• Ability to take initiative and work independently.
• Expertise working with Microsoft office suite products, including Word and Excel, as well as accounting software Knowledge and proficiency with QuickBooks accounting software a plus.