Accounts Receivable and Trust Administrator
4 weeks ago
Job Posting: Accounts Receivable and Trust Administrator
Position: Accounts Receivable and Trust Administrator
Location: Walnut Creek, CA
Firm: Berding & Weil
Job Type: Full-Time
About Us:
Berding & Weil is a well-established law firm specializing in construction defect and corporate counsel/HOA. We are seeking a skilled Accounts Receivable and Trust Administrator to join our dynamic team. The ideal candidate will have a strong background in accounting within a law firm environment, with specific experience in managing contingency cases.
Key Responsibilities:
- Law Firm Trust Account Management: Oversee and manage the firm's trust accounts in compliance with legal and ethical standards.
- Contingency Case Settlement Reconciliation: Handle the financial reconciliation of settlements in contingency cases, ensuring accuracy and compliance with agreements.
- GET Taxes: Administer General Excise Tax (GET) obligations for Hawaii-based operations.
- Monthly Bank Reconciliations: Conduct thorough monthly reconciliations of the firm’s bank accounts.
- Month End/Year End Closing: Assist in closing the firm's financial records at the end of each month and year.
- Financials: Prepare and maintain financial statements, reports, and records.
- Client Communication: Communicate with clients regarding financial matters related to their cases and accounts.
Additional Experience (For Backup Purposes):
- Daily Cash Receipts: Assist with the recording and reconciliation of daily cash receipts.
- Client Billing: Support all phases of the client billing process, including E-Billing for insurance matters.
- Accounts Receivable Inquiries: Address inquiries from staff and clients related to accounts receivable.
- Understanding of Attorney Rate Structure/Setup: Assist with the setup and management of attorney rate structures.
Requirements:
- Experience: Minimum of 2+ years in an accounting-related field, with previous experience in a law firm highly preferred.
- Skills:
- Excellent communication and interpersonal skills
- Great attention to detail and accuracy
- Strong confidentiality and trustworthiness
- Proficiency in mathematics and handling financial data
- Competency in Office 365
- Experience with Surepoint/LMS system
Why Join Us?
At Berding & Weil, we value our employees and offer a collaborative and supportive work environment. This is an excellent opportunity for a professional looking to grow their career within a reputable law firm.
How to Apply:
Please send your resume and a cover letter outlining your qualifications and experience to Shawna Smith, HR Director shawnasmith@berdingweil.com. We look forward to hearing from you
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