Mid-Level to Senior Health and Welfare Associate

Trucker Huss seeks an associate with three to eight years of experience with health and welfare employee benefit plans. Our firm has a collaborative approach and offers a flexible hybrid work schedule and reasonable billable hour expectations. We also provide associates with direct client contact and a strong learning environment. The ideal candidate should have substantive knowledge and understanding of the laws governing health and welfare plans, including ERISA, Internal Revenue Code (including Section 125 cafeteria plans), Affordable Care Act, HIPAA, the Consolidated Appropriation Act (“CAA”) and COBRA.  Candidates should also have experience with drafting plan documents, summary plan descriptions and other plan communications and with negotiating service provider agreements.  This is an excellent opportunity for an attorney with solid work experience who is interested in performing sophisticated and cutting edge work in the employee benefits field. The firm offers a competitive salary and benefits package, a very collegial work environment, and an attractive work/life balance.  Salary range: $200,000 to $300,000. The salary range does not guarantee, obligate, nor set expectations of an applicant’s salary in the event of hire. Actual compensation will depend upon a number of factors, including but not limited to, the candidate’s years of experience, qualifications and skill set.

To apply, please email your resume and cover letter to: recruiting@truckerhuss.com

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Controller

Job Summary:

Trucker Huss seeks a full-time Controller with CPA and law firm or other professional services experience to lead and manage the Firm’s accounting and finance department. The Controller has the most senior role in the department and holds a seat at the table in Finance, Management, and Director meetings. The Controller brings high value to the Firm by providing effective oversight of the Firm’s accounting practices and operations; managing the Firm’s financial performance, coordinating tax compliance and retirement plan administration; and providing leadership to the accounting team. Reports to the Firm’s Management Committee.

The position is based in San Francisco, California, with flexible in-office presence of at least 3 days per week following an initial period of 5 days per week.

Essential Roles and Responsibilities:

• Serve as a member of Finance and Retirement Plan Committees.
• Serve as primary liaison for Firm’s banking relationship, including treasury management and strategy for credit facilities: lines of credit, letters of credit and term loans. Supervise bank reporting requirements and compliance.
• Administer the Firm’s 401(k) and Profit-Sharing plans, including required tax and other filings and coordination with firm’s Retirement Plan Committee and Third-Party Administrator. 
• Serve as primary liaison to external CPA firm for corporate tax returns (federal, state, and local).
• Coordinate and oversee preparation of tax workpapers and review returns for annual and other periodic corporate tax return schedules and all filings required by federal, state, and local government authorities.
• Maintain the Firm’s state and local business licenses in California and other states.
• Coordinate and oversee preparation of census, payroll, property, and other information required for governmental audits, and insurance carrier renewals and audits.
• Oversee and review Trust account activity and reconciliations to ensure accuracy and integrity of client accounts and the State Bar of California CTAPP program compliance.
• Oversee and supervise payroll processing in coordination with Accounting Manager and payroll provider, ensuring accurate compensation and reporting for all employees.
• Coordinate with Compensation Committee for strategy, implementation and tracking of Shareholder capital accounts and compensation.
• Assist Management Committee with orientation for new Shareholders and Directors.
• Create agenda, manage content, and attend monthly Finance Committee meetings. Set financial report content, review reports, and attend Directors’ meetings.
• Participate in legal industry salary, benefit and economic surveys. Prepare analysis of salary benchmark data for meetings with Personnel and Management Committees.
• Supervise and provide managerial oversight of Billing, Accounts Receivable, Accounts Payable, Collections, workflow processes, and personnel, including performance evaluations.
• Review month-end billing, general ledger transaction reports, operating and financial statements and internal management reports.
• Review and ensure compliance with Firm’s and clients’ outside counsel billing guidelines and rules.
• Coordinate the annual budget process with the Accounting Manager, including an adequate system of accounting records and a comprehensive set of controls to monitor monthly reconciliation and variance analysis.
• Oversee and review preparation and maintenance of Firm’s fixed asset schedules.
• Coordinate and participate in year-end planning process to close accounts and all compliance reporting (including Forms W-2, 1099 and 1095-C).
• Review office lease operating costs base year and adjustments reconciliation annually.
• Coordinate with IT Manager for accounting software updates, security, and other financial software technology issues.
• Collaborate with Administrative Manager for financial aspects of business insurance renewals; financial and payroll aspects and processes for health insurance and FSA renewals, including broker discussions.
• Have a primary role in special accounting department projects, including software upgrades and policy updates.

Qualifications and Requirements:

• Bachelor’s or Master’s Degree with a major in Business Administration, Accounting, Finance, or related field.
• Minimum 7 years’ experience in accounting-related positions with record of increasing responsibility, including 3-4 years’ supervisory experience (law firm and professional services firm experience preferred).
• In-depth functional knowledge of accounting concepts and principles necessary to analyze financial results of professional services, including U.S. GAAP.
• Demonstrated ability to think analytically, problem solve, exercise sound business judgment, and make recommendations to initiate action supported by data and constructive analysis.
• Outstanding communication, presentation, and organizational skills. Ability to establish and maintain effective collaborative working relationships with leadership, attorneys, and staff.
• Experience communicating with and presenting to senior management.
• Experience and ability to engage and build key business relationships.
• Ability to maintain confidentiality and act with integrity and discretion.
• Critical thinking, problem-solving, and flexibility.
• Attention to detail under pressure to meet deadlines while coordinating multiple accounting-related activities simultaneously.
• Ability to manage, supervise, mentor, lead, and back up Accounting Manager.
• Previous project management experience a plus.
• Previous experience with office buildouts, renovations, and relocations, including budgeting and managing requests for proposals is a plus.
• Participate in relevant local and national legal industry educational and networking groups to maintain and advance emerging technical knowledge, skills, leadership and establish peer networks.

Skills and Abilities:

• Proficiency in Microsoft Windows 10-11, Outlook 365 (Office 365) and Excel required.
• Working knowledge and proficiency in SurePoint practice management software LMS V and LMS+ is a plus.
• Certified Public Accountant (CPA) license.

Salary: 

The salary range is one that Trucker Huss, APC reasonably expects to pay for this position in the San Francisco Bay Area. The salary range does not guarantee, obligate, nor set expectations of an applicant’s wage in the event of hire. The posted range is only one component of Trucker Huss, APC’s compensation, and benefits.

The salary range for this San Francisco-based role is $210,000 – $255,000 and represents the firm’s good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will depend upon a number of factors, including but not limited to, the candidate’s years of experience in relevant positions, qualifications, and skill set.

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Employee Assistance Program
• Flexible Spending Account
• Vacation and sick time
• Life insurance
• Disability insurance
• 401(k)
• Profit-Sharing Plan

At Trucker Huss we envision a diverse, equitable, and inclusive workplace where every employee has access to opportunities and experiences that support their career and professional goals.

 Application Procedures:

• Please email your resume and cover letter to: recruiting@truckerhuss.com.
• Agency submissions are not being considered for this opportunity.

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