ESOP Accounting Associate


ESOP Accounting Associate: Ambrose Advisors seeks ESOP Accounting Associate. Job site is located at 3550 Vine Street, Suite 130, Riverside, CA 92507. The position requires a Bachelor’s (or Foreign Equivalent) in Accounting, Finance, Business, Management or another closely related field and 2 years’ experience in job offered or as Accountant, Bookkeeper, trust administrator, fund accountant or another closely related field.

Job Duties:

Gather and organize accounting data for ESOP trusts. Monitor status of loans and accounts. Perform financial calculations, such as loan amortizations. Process payroll information. Reconcile investment accounts, bank transactions, and employee census data. Prepare trial balance for the ESOP trust. Allocate plan contributions and earnings to individual participant accounts. Ensure plans’ compliance with applicable federal regulations.


Ambrose Advisors:
Marcus R. Piquet
Sr. Managing Director/Owner