Senior Staff Accountant

Responsibilities

• Aid in month-end close, including closed case write-offs
• Receive, verify, and enter vendor invoices into accounting and case management systems
• Prepare weekly check runs and process credit card transactions
• Support payroll and PTO tracking through ADP Workforce Now
• Perform account reconciliations and track outstanding accounting items through resolution
• Support settlement disbursements, trust-related accounting, and other case-related financial processes
• Prepare closing statements for case settlements
• Prepare cost reports for mediations and lien negotiations
• Maintain financial documentation and client files related to case settlements
• Process annual 1099s and assist with tax package preparation
• Analyze financial information in QuickBooks Online and pull reports from Filevine
• Review financial and case-related data to identify discrepancies, trends, and useful insights
• Support reporting and provide information used for operational decision-making
• Identify opportunities to improve accounting processes and workflows

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required
• Strong understanding of fundamental accounting principles and bookkeeping processes
• Experience with reconciliations, financial reporting, accounts payable, or general accounting functions
• Experience with QuickBooks Online preferred
• Strong organizational skills with the ability to manage deadlines, follow up on outstanding items, and maintain accurate records
• Comfortable learning new accounting, workflow, and case management systems
• Proficiency in Microsoft Excel and Office
• Strong attention to detail, problem-solving, and communication skills
• Ability to work effectively as part of a small accounting team

Preferred Qualifications

• Experience with legal or trust accounting
• Familiarity with Filevine, Clio, or another case management/workflow system
• Experience pulling reports from financial, ERP, case management, or similar systems and analyzing the underlying data
• Experience with settlement or closing statements, title/real estate closings, cost accounting, or other reconciliation-heavy accounting work
• Experience with ADP Workforce Now
• Interest in AI, automation, reporting, or process improvement