Fiscal Services Specialist

Judicial Branch of California; San Francisco (CA); Hybrid; USD 72,000 - 92,000; Full time

Benefits offered by this job

Health/Dental/Vision benefits

14 paid holidays

Annual Leave or Sick/Vacation Leave

Personal holiday

Up to $130 per month commuting

CalPERS Retirement Plan

401(k) and 457 plans

Employee Assistance Program

Life and AD&D Insurance

FlexElect Program

Pretax Parking

Long Term Disability Program

Group Legal Plan

PSLF eligibility

Job summary

The Judicial Council of California is seeking a Fiscal Services Specialist in the Branch Accounting and Procurement office. The role creates and manages vendor and customer master data in the Phoenix financial system on behalf of all trial courts, performing daily data entry, validation, and maintenance to support cash flow accuracy and strong internal controls.

Responsibilities include verifying banking information, reviewing tax documents (W-9), TIN matching, preventing duplicates, and

Qualifications

• Two (2) years of accounting operations experience.
• Associate’s degree in accounting or business; related experience may substitute.
• Additional directly related experience and/or education may be substituted year-for-year.

Responsibilities

• Create and maintain vendor and customer master data in the Phoenix system.
• Verify banking information and tax documents (W-9, TIN matching).
• Prevent duplicate profiles and maintain an audit trail for compliance.
• Communicate with trial court customers daily in writing and verbally.
• Develop and maintain desktop procedures; serve as data SME for vendor/customer data.

Skills

Written communication

Verbal communication

Attention to detail

Desktop procedures

Education

Associate degree in accounting or business

Tools

SAP ERP

Job description

The Judicial Council of California is accepting applications for the position of Fiscal Services Specialist with the Branch Accounting and Procurement office.

The Fiscal Services Specialist under limited supervision, creates and manages vendor and customer master data in the Phoenix financial system on behalf of all trial courts. Vendor and customer master data is a core component of Master Data Management, encompassing daily data entry, validation, and maintenance. Key responsibilities include creating new vendor and customer profiles, verifying banking information, reviewing required tax documentation (such as W-9 forms), completing Internal Revenue Service tax identification number (TIN) matching, and preventing duplicate profiles. This work directly supports cash flow accuracy and strengthens compliance and internal controls by upholding segregation of duties, mitigating fraud risks, and ensuring a complete audit trail. Additionally, this position requires daily written and verbal communication with the trial court customers, creates and maintains desktop procedures, and is the system vendor/customer subject matter expert.

The Judicial Council

The Judicial Council of California is the policy setting body for the state court system and has constitutionally conferred statewide rule-making authority. This authority includes developing, advocating for, and allocating the judicial branch budget. A majority of Council members are California state justices and judges; however, the Council also includes lawyers, legislators, and court administrators.

By enhancing its role as a leadership, knowledge, and service resource for the judicial branch, the Judicial Council’s staff organization seeks to continue to evolve as one of California’s most dynamic public service entities, focused on improving access to justice for all Californians by innovating and responding to the changing needs of the courts and the public. As a government body charged with improving the statewide administration of justice, the Judicial Council has multiple offices with diverse responsibilities relating to court policy and operations. As employees of the council, every member of staff should view and approach their work as one Judicial Council with a public service mission that is greater than the sum of its parts.

The Judicial Council strives for work-life balance, including substantial vacation and holiday time. In addition, we offer an excellent benefits package, including pension, medical, dental, and vision coverage, flexible spending, up to $130 per month reimbursement for qualifying commuting costs, student loan forgiveness as part of Public Service Loan Forgiveness (PSLF), and retirement savings plans. The San Francisco office is only a 7-minute walk from the downtown Civic Center BART station. In Sacramento, the office is located minutes from downtown, just north of Discovery Park.

The Judicial Council offers hybrid work arrangements for many positions. The successful candidate will be expected to work in person at the Judicial Council’s San Francisco or Sacramento office at least two days per week, based on their office leader’s direction, and reside in the areas surrounding these locations. To be eligible for Judicial Council employment and participation in the Judicial Council’s Hybrid Work Program, a prospective or current employee’s primary residence/remote work location must be in the State of California and within a 150-mile driving radius of their assigned reporting location.

Some highlights of our benefits package include:

• Health/Dental/Vision benefits program
• 14 paid holidays per calendar year
• Choice of Annual Leave or Sick/Vacation Leave
• 1 personal holiday per year
• Up to $130 per month reimbursement for qualifying commuting costs
• CalPERS Retirement Plan
• 401(k) and 457 deferred compensation plans
• Employee Assistance Program
• Basic Life and AD&D Insurance
• FlexElect Program
• Pretax Parking
• Long Term Disability Program (employee paid/optional)
• Group Legal Plan (employee paid/optional)
• Public Service Loan Forgiveness (PSLF) eligibility

Equal Employment Opportunity

The Judicial Council of California Is an Equal Opportunity Employer.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE

Two (2) years of experience performing accounting operations work such as processing invoices and claims, document review, and other related work.

OR

Associate’s degree, preferably in accounting or business-related field. Additional directly related experience and/or education may be substituted on a year-for-year basis.

Desirable Qualifications:

• Experience creating and maintaining vendor and customer master data in SAP or comparable ERP systems.
• Knowledge of IRS requirements for vendor setup, including W9 verification, TIN matching, and backup withholding.
• Ability to develop clear desktop procedures and training materials for end users.
• Strong written and verbal communication skills for responding to high volume customer inquiries.
• Experience coordinating with financial operations staff on items such as garnishments or related compliance processes.