Accounting Lead

Lotane & Associates P A•Cocoa, FL

4d•Onsite

About The Position

Lotane & Associates, P.A., a debt collection and subrogation law firm in Cocoa, Florida, is seeking an experienced Accounting Lead to guide its accounting team and oversee the accuracy, timeliness, and consistency of daily accounting operations. The role combines a strong accounting background with direct experience managing accounting employees. The Accounting Lead assigns and prioritizes work, reviews completed tasks, manages deadlines, trains employees, and addresses performance concerns. The position oversees payment processing, accounts payable, accounts receivable, client remittances, and reconciliations, while retaining direct responsibility for expense reporting, entering financial transactions into QuickBooks, and preparing financial and operational reports. The successful candidate will identify and resolve discrepancies, maintain internal controls, and communicate department results and concerns to leadership. The role requires confident use of QuickBooks and Excel, the ability to interpret reports, and clear, professional correspondence with clients, vendors, teammates, and external accounting professionals. This is an in-office, exempt position with a regular Monday–Friday schedule from 8:00 a.m. to 5:00 p.m.

Requirements

High school diploma or GED required.
At least four years of progressive accounting experience involving reconciliations, accounts payable, accounts receivable, transaction processing, and reporting.
Previous experience directly managing or supervising accounting employees, including assigning work, reviewing accuracy, managing deadlines, training employees, and addressing performance concerns.
Hands-on QuickBooks experience, including entering transactions, reconciling accounts, maintaining financial records, and generating reports.
Strong working proficiency in Microsoft Excel, including formulas, sorting, filtering, and comparing data across records or spreadsheets.
Experience independently generating, reviewing, and interpreting accounting reports and communicating findings to leadership.
Experience managing expense reporting and coordinating month-end accounting activities.
Strong understanding of accounting principles, reconciliations, internal controls, and financial recordkeeping.
Ability to oversee high-volume accounting workflows while maintaining accuracy and meeting client and department deadlines.
Demonstrated ability to lead employees, delegate effectively, provide constructive feedback, and maintain accountability.
Strong written and verbal communication skills, including professional correspondence with clients and resolution of accounting inquiries.
Strong organizational skills, sound judgment, and ability to investigate discrepancies and follow issues through to resolution.
Ability to maintain confidentiality and handle sensitive financial information responsibly.

Nice To Haves

Associate’s or bachelor’s degree in Accounting, Finance, or a related field.
Experience with client remittances and client trust accounting.
Experience in a law firm, debt collection agency, or similar high-volume financial environment.
Experience using legal case management software.

Responsibilities

Manage daily accounting operations, assign priorities and deadlines, balance workloads, and hold employees accountable for accurate and timely work.
Lead employee training, coaching, and performance evaluations, and address performance concerns.
Oversee payment posting, accounts payable, accounts receivable, client remittances, and related reports, ensuring accuracy and adherence to procedures and client requirements.
Manage expense reporting, verify supporting documentation and approvals, and enter all financial transactions into QuickBooks.
Review team-prepared reconciliations, complete assigned bank and client trust account reconciliations, and investigate and resolve discrepancies.
Coordinate month-end activities, maintain organized financial records, monitor internal controls, and ensure appropriate handling of company and client funds.
Generate and analyze accounting and department performance reports using QuickBooks, Excel, and applicable case management systems.
Use Excel formulas, sorting, filtering, and data comparisons to reconcile information, track outstanding items, and identify trends or errors.
Maintain accounting procedures and training materials, recommend workflow improvements, and implement approved changes.
Communicate professionally with clients, vendors, teammates, and external accounting professionals; provide accurate responses and follow concerns through to resolution.
Keep leadership informed of department results, staffing needs, delays, and significant concerns requiring review or approval.
Perform other duties and special projects as assigned.

Benefits

Employee-paid vision and dental insurance.
Employee-paid AFLAC supplemental plans, including coverage for accidents and short-term disability.
Employer-paid $20,000 life insurance policy.
401(k) retirement plan with employer matching after one year of employment: 100% of employee contributions on the first 3% of compensation and 50% on the next 2%.
Paid time off.
Nine paid holidays annually.
Volunteer Time Program that provides additional PTO for community service.
Employee Assistance Program offering confidential counseling and support.
Tuition reimbursement for approved courses after one year of employment, up to a designated amount.
Employee discount programs.