Client Accountant

About the role

This position involves overseeing a portfolio of attorneys and client matters, ensuring efficient handling of check deposits and resolving billing issues promptly. The role requires effective collaboration with various departments to address and resolve billing inquiries, disputes, and reissues, while maintaining the accuracy and integrity of accounting systems. The ideal candidate will possess strong attention to detail, excellent communication and organizational skills, and advanced proficiency in Microsoft Excel. Upholding confidentiality and integrity is crucial, along with the ability to manage multiple tasks and meet deadlines.

Key Responsibilities

• Perform client account reconciliations on settlement workups, client and credit card expenses.
• Perform accounts payable tasks by cutting settlement and provider checks.
• Identify and maintain internal controls and procedures.
• Update and maintain journal entries, expense vouchers, and credit card receipts in accounting journals, ledgers, and other financial records.
• Respond to client requests for status updates; investigate issues as needed.
• Request funding from vendors through weekly reporting; investigate issues and close cases as needed.
• Maintain data integrity of all accounting systems.
• Demonstrate strong attention to detail with a high degree of accuracy.
• Communicate financial concepts and data clearly in both verbal and written forms.
• Apply critical thinking, organizational, and problem‑solving skills.
• Manage time effectively and meet deadlines consistently.
• Multi‑task, prioritize tasks, and delegate when appropriate.
• Proficiency with Microsoft Office Suite, including Excel, Outlook, Word, and PowerPoint.
• Advanced knowledge of Microsoft Excel.
• Maintain unwavering confidentiality and integrity.
• Perform other duties as required.

Requirements

• Three to five years of experience in a similar role.
• Experience involving multi‑state/multi‑business unit entities.
• Public accounting experience within a personal injury law firm is a plus.
• Bachelor’s degree in Accounting or a related field (required).

Physical Requirements

• Office environment with normal business hours.
• Stationary position – must be able to remain stationary up to 50% of the time.
• Occasional movement within the office to access file cabinets, meeting rooms, and office machinery; occasional use of stairs.
• Constant operation of a computer and office equipment such as copy machines/printers.
• Occasional lifting or moving of supplies weighing up to 10 pounds.
• Ability to observe details at close range and communicate information clearly.

Benefits and Perks

• Medical, dental, and vision insurance.
• Company‑paid Life and AD&D insurance.
• Company‑paid Short‑Term Disability (no waiting period).
• Option to purchase additional Life and AD&D insurance.
• Voluntary Long‑Term Disability, Critical Illness, Accident, and Hospital Indemnity coverage.
• 401(k) with company contributions.
• Paid Time Off.
• Tuition reimbursement.

Disclaimer: This job description is subject to change with or without prior notice, and reasonable accommodation may be requested to perform the essential functions of the job.