Accountant

Overview

This position involves managing and maintaining the accuracy, integrity, and compliance of the organization’s accounting activities, including proper recording, reconciliation, safeguarding, and disbursement of client funds in accordance with applicable legal and regulatory requirements.

Responsibilities

Accounting & Financial Management

• Manage daily accounting activities, including recording deposits, disbursements, transfers, and other transactions.
• Maintain accurate and complete ledgers, ensuring proper allocation and tracking of funds.
• Perform monthly reconciliations between bank statements and trust account general ledger balances.
• Identify, investigate, and resolve discrepancies in accounts promptly.
• Support the preparation of journal entries, financial reports, and month-end and year-end closing activities.
• Complete bank reconciliations regularly throughout the month and at month-end to ensure bank-vs-book accuracy.

Settlement & Disbursement Oversight

• Track incoming settlement proceeds and ensure funds are properly allocated to the appropriate client matters.
• Monitor outstanding checks, unidentified deposits, and unreconciled transactions, escalating issues as necessary.

Compliance & Internal Controls

• Assist with internal and external audits, regulatory inquiries, and financial reviews.
• Identify opportunities to strengthen internal controls and mitigate financial or compliance risks.
• Partner with leadership to develop, document, and improve accounting procedures and workflows.
• Maintain confidentiality when handling sensitive client and financial information.

Process Improvement & Cross-Functional Collaboration

• Collaborate with Accounting, Treasury, Legal, and Settlement teams to streamline accounting operations.
• Identify opportunities for automation, reporting enhancements, and improved financial accuracy.
• Assist with implementing scalable accounting processes that support continued growth.
• Provide timely reporting and updates to leadership regarding account activity, reconciliation status, and outstanding issues.
• Support special projects and additional accounting initiatives as assigned.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent relevant experience.
• Working knowledge of double-entry debit/credit accounting.
• Demonstrated understanding of US GAAP.
• 3+ years of accounting experience.
• Working knowledge of reconciliations, general ledger accounting, and financial controls.
• Significant experience with bank reconciliations.
• Proficiency in Microsoft Excel, including pivot tables, lookups, and financial data analysis.
• Experience working with accounting software, financial management systems, or legal practice management platforms.
• Exceptional attention to detail, with the ability to identify discrepancies and maintain accurate financial records.
• Strong organizational and time-management skills, with the ability to manage competing priorities and meet deadlines.
• Excellent communication skills and the ability to collaborate effectively with cross-functional stakeholders.

Preferred Qualifications

• Previous experience managing law firm trust accounts, particularly within personal injury or mass tort practices.
• Familiarity with IOLTA accounts, state bar trust accounting requirements, and reconciliation procedures.
• Familiarity with Filevine, NetSuite, or comparable accounting and legal case management systems.
• Experience supporting multi-state legal operations and managing trust accounting requirements across multiple jurisdictions.
• CPA certification or progress toward certification is a plus.
• Experience developing standard operating procedures and improving accounting workflows within a rapidly scaling organization.

Compensation & Benefits

• Base Salary: [$Min] - [$Max], commensurate with experience
• [Eligible for performance-based bonus]
• Benefits include: Medical, dental, and vision insurance, 401(k) with company match, HSA, life insurance, disability coverage, paid time off, and parental leave.

Location

• Fully remote

Equal Opportunity Employer

Employment selection and related decisions are made without regard to age, race, color, national origin, religion, sex, disability, sexual orientation, gender identification, or being a qualified disabled veteran or qualified veteran of the Vietnam era or any other category protected by Federal or State law.

Additional Information

• This is a full-time employee position and is not open to independent contractor or consulting arrangements.
• Compensation is determined by the location where the work is performed and is subject to applicable local law.
• Automated tools and artificial intelligence may be used to assist in screening and evaluating candidates; a human reviewer makes final determinations.