Accounting Team Lead

Lotane & Associates P A•Cocoa, FL

10h•Onsite

About The Position

Lotane & Associates, P.A., a debt collection and subrogation law firm in Cocoa, Florida, is seeking an experienced, detail-oriented Accounting Team Lead to support daily accounting operations and help keep the accounting team organized, accurate, and on schedule. The hands-on position combines accounting duties with day-to-day team guidance. The role coordinates assignments, reviews work, supports reconciliations and client remittances, troubleshoots discrepancies, maintains accurate financial records, ensures compliance with client trust accounting requirements, and supports the firm’s operational and strategic goals. The successful candidate is dependable, proactive, organized, attentive to detail, and able to manage multiple priorities in a fast-paced environment. The role works closely with leadership to communicate department needs, resolve concerns, and improve workflows, while providing guidance and support to teammates. Professional communication with vendors, clients, and internal team members is important. The position is in-office and is scheduled Monday through Friday, 8:00 a.m. to 5:00 p.m., with a one-hour unpaid lunch and two paid 15-minute breaks. Nights and weekends are off.

Requirements

High school diploma or GED.
At least four years of accounting experience, including payment processing, reconciliations, or related transactional accounting responsibilities.
Proficiency in Microsoft Excel, including formulas, sorting and filtering data, and comparing records to identify discrepancies.
Experience using accounting software.
Strong attention to detail, organizational skills, and follow-through.
Ability to prioritize competing deadlines while maintaining accuracy.
Clear written and verbal communication skills.
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; equivalent relevant experience is also noted as preferred.
Previous experience training teammates, coordinating workflows, or serving as a senior accounting resource.
Experience in a law firm, debt collection agency, or another environment involving high-volume financial transactions.
Familiarity with client remittances and trust accounting.
QuickBooks or legal case management software experience.

Responsibilities

Coordinate daily accounting workflows and assignments based on department priorities and leadership direction.
Perform and support daily accounting activities, including payment posting, accounts receivable, accounts payable, and account reconciliation.
Review transactions and supporting documentation for accuracy, completeness, and timely processing.
Prepare and review client remittances and related reports according to established procedures and client requirements.
Perform assigned bank and client trust account reconciliations, research discrepancies, and escalate unresolved concerns.
Verify accurate posting and reporting of payments, court costs, filing fees, and recoveries.
Monitor outstanding items, processing deadlines, and department workload, and communicate delays or concerns to leadership.
Serve as a day-to-day resource for accounting teammates by answering questions and helping resolve routine processing issues.
Assist with onboarding, training, and cross-training to promote accuracy and consistent procedures.
Provide timely feedback on work quality and communicate recurring errors or training needs to leadership.
Maintain organized financial records and assist with month-end activities, reporting, and requests from leadership or external accounting professionals.
Follow established approval procedures and internal controls when handling funds and sensitive financial information.
Create, maintain, and update accounting procedures, checklists, and training materials.
Identify opportunities to reduce errors and improve efficiency.
Communicate professionally with teammates, clients, vendors, and other departments regarding accounting matters.
Perform other duties and special projects as assigned.

Benefits

Employee-paid vision and dental insurance.
Employee-paid AFLAC supplemental plans, including accident and short-term disability coverage.
Employer-paid $20,000 life insurance policy.
401(k) plan with company matching after one year of employment: 100% match on employee contributions of 1–3% of savings and 50% match on contributions of 4–5% of savings.
Paid time off.
Nine paid holidays annually.
Volunteer Time Program that provides additional PTO for community service.
Employee Assistance Program with confidential counseling and support services.
Tuition reimbursement eligibility after one year of employment for approved courses, up to a designated amount.
Employee discount programs.