Teamsters Local 315

Experienced Bookkeeper & Office Manager
(No Staff Management Duties)

Based in Martinez, CA

 

About the Role
Teamsters Local 315 is seeking a highly organized and detail-oriented Experienced Bookkeeper & Office Manager to manage financial, payroll, and administrative operations for our Martinez office. This position does not include staff supervision but requires independence, confidentiality, accuracy, and the ability to handle sensitive information with discretion.

The ideal candidate must have 5+ years of solid experience in bookkeeping, payroll, and union-related accounting, and enjoy keeping office operations running smoothly.

Key Responsibilities
Accounting & Financial Management

• Manage vendor accounts, process accounts payable and reconcile credit card statements.
• Allocate expenses for LM-2 compliance and prepare financial documentation.
• Handle PAC checks, deposits, and political contributions tracking.
• Process weekly payroll, per diems, and monthly allowances; remit payroll taxes on time.
• Prepare and submit monthly benefits, health & welfare, pension, 401(k), and PAC reports/payments.
• Record deposits, maintain general ledger, reconcile bank statements, and prepare monthly financial statements and Trustee Reports.
• Prepare weekly bank deposits, perform bank transfers, and monitor cash flow, including investment of excess funds.
• Serve as primary contact for all audits, including annual CPA audits, IBT audits, and government agency reviews.
• Process reimbursements for contracted positions.

Human Resources & Payroll Administration

• Maintain and update personnel vacation/sick leave records and employment files.
• Manage new hire onboarding, payroll setup, direct deposits, garnishments, and benefits enrollment.
• Implement scheduled pay increases, salary adjustments, and maintain leave balances.
• Coordinate payroll and benefit changes with external providers as needed.
• Support staff inquiries related to pay, benefits, and HR documentation.

Office Administration

• Manage tenant accounts including rent collection, contract renewals, and issue resolution.
• Oversee building maintenance (plumbing, janitorial, and service providers).
• Order office supplies and coordinate service/lease renewals for office equipment.
• Manage office technology, desk phones, voicemail system, cell phone assignments, and email accounts.
• Provide basic desktop computer support and coordinate with IT service providers for technical issues.

Member & Provider Support

• Prepare and process membership communications.
• Generate and process delinquency reports, including letters and notices (delegating tasks as needed).
• Assist the Secretary-Treasurer with drafting and distributing communications, memos, and notices.
• Process Local Union life and accidental death insurance claims and report member deaths for publication.
• Coordinate with the Secretary-Treasurer and other office staff to ensure operational consistency.

Administrative Support

• Assist the Secretary-Treasurer with correspondence, staff communications, and general office needs.
• Back up clerical staff by answering phones, posting payments, assisting members, and setting up new members as needed.

Core Competencies

1. Full-Cycle Bookkeeping Knowledge – Must understand accounts payable, accounts receivable, payroll, bank reconciliations, and general ledger maintenance.
2. Payroll & Benefits Administration – Confident in processing payroll, handling deductions/garnishments, paying payroll taxes, and managing health & welfare, pension, 401(k), and other benefit reports/payments.
3. Financial Reporting – Ability to prepare accurate monthly financial statements, Trustee Reports, and provide audit-ready documentation.
4. Audit & Compliance Experience – Skilled in organizing records and serving as the point of contact for external CPA audits, union audits, and regulatory reviews.
5. Cash Flow Management – Able to monitor bank balances, prepare deposits, perform transfers, and manage investments or reserve funds.
6. HR & Payroll Administration – Experience maintaining personnel records, onboarding employees, handling payroll set-up, and providing basic supervisory support to clerical staff.
7. Accounting Software Proficiency – Strong in QuickBooks (or similar) plus Excel (pivot tables, reconciliations, formulas). Must be able to post daily activity and generate reports.
8. Attention to Detail & Accuracy – Essential for reconciling accounts, allocating expenses (e.g., to LM-2), and ensuring all reports/payments are correct and on time.
9. Confidentiality & Professional Judgment – Must handle sensitive financial and personnel information with discretion and integrity.
10. Communication & Problem-Solving Skills – Comfortable working with staff, vendors, auditors, and leadership. Able to explain discrepancies, resolve issues, and provide guidance clearly.

Qualifications

• 5+ years of bookkeeping or accounting experience.
• Advanced QuickBooks and Microsoft Excel skills.
• Experience processing payroll, trust fund, and benefit reporting.
• Excellent attention to detail and accuracy.
• Prior experience in a union or nonprofit office preferred.

Compensation & Benefits
Pay Range: $45 – $55 hourly

Benefits include:

• Pension plan participation
• 401(k)
• Health and welfare coverage (medical, dental, vision)
• Paid vacation, holidays, and sick leave

Work Schedule

• Monday–Thursday, 8:30 a.m. to 5:00 p.m.
• Friday 8:30am to 1:30 p.m.
• On-site at our Martinez, CA office (required)

How to Apply
Submit your résumé and cover letter via Indeed or email to: dgarcia@teamsters315.com

Applications reviewed on a rolling basis.