Under the general direction of the Registrar of Charitable Trusts, to assist in planning, organizing, and directing the work of the Registry of Charitable Trusts; and to do other related work.
Advises and assists the Registrar in planning, organizing and directing the work of a staff engaged in the administration of the Uniform Supervision of Trustees for Charitable Purposes Act; develops methods and procedures to be followed to effectively supervise the administration of charitable trusts and charitable corporations; takes responsibility in designated areas relating to the auditing and evaluation of the financial reports of fiduciaries and the investigation of their activities; organizes and directs the work of others in making analyses of complex financial practices of large and interrelated fiduciary operations; reviews audit reports prepared by the staff and recommends appropriate action; supervises the compilation of data by the staff as required for presentation in court actions; confers with the legal staff of the Department of Justice, private attorneys and fiduciaries on problems requiring judgment in their resolution in accordance with law and policy; prepares and submits for approval budgetary matters and reports on the operations of the Registry; develops and maintains cooperative working relationships and coordinates the work of the Registry with law enforcement officials, taxing authorities and governmental agencies concerned with charitable organizations and institutions of all types; trains staff, evaluates their performance, and takes or recommends appropriate action; prepares reports and represents the Registrar as directed.
Experience: Three years of increasingly responsible experience in one or a combination of the following:
1. Administration of trust estates or the affairs of a major foundation. or
2. As a trust officer of a bank. or
3. As manager or assistant manager of a bank. or 4. Investment and management of custodial or other funds. or
5. Professional work involving examination and evaluation of financial institutions or fiduciaries, at least one year of which should have included responsibility for the work of other professional staff.
(Experience in the California state service applied toward this requirement must include one year performing the duties of a class with a level of responsibility equivalent to that of General Auditor III.) and Education: Either
1. Equivalent to graduation from college, preferably with major work in business administration including, or supplemented by, courses in accounting, banking, and business law. (Additional qualifying experience may be substituted for up to two years of the required education on a year-for-year basis.) or
2. Completion of either:
a. A prescribed professional accounting curriculum given by a residence or correspondence school of accountancy including courses in elementary and advanced accounting, auditing, cost accounting, and business law. or
b. The equivalent of sixteen semester hours of professional accounting courses given by a collegiate-grade residence institution including courses in elementary and advanced accounting, auditing and cost accounting; and three semester hours of business law. or
c. The American Institute of Banking Standard Course. or
3. Professional standing: possession of a valid certificate issued by the State Board of Accountancy of the State of California to practice as a Certified Public Accountant.
Knowledge of: Administration of trusts; principles and modern methods of investments, stocks, and bonds; business practices and financial record keeping; accounting and auditing principles and procedures; business law; tax law and taxing practices concerning trusts; investigation techniques and sources of information; practices of State and Federal tax and regulatory agencies; public administration and personnel management.
Ability to: Apply accounting and auditing principles; plan, organize and direct the work of others; formulate, interpret, and apply provisions of laws, rules, and regulations; establish and maintain cooperative relations with those contacted in work; deal effectively with citizens and public officials; analyze data and situations accurately and adopt an effective course of action; speak and write effectively; dictate correspondence and prepare reports.