Cash Receipts Specialist

Diaz Anselmo & Assoc. PA • Plantation, FL

4d

About The Position

We’re seeking a detail-oriented and dependable Cash Receipts Specialist to join our law firm’s accounting team. In this role, you’ll be responsible for accurately processing and applying client payments, maintaining financial records, and supporting billing and collections in accordance with firm policies. You will play a critical part in ensuring timely reconciliation of receipts, supporting billing and collections, and maintaining precise financial records. This position is ideal for someone who thrives in a fast-paced, high-volume environment and values accuracy and efficiency.

Requirements

• High school diploma required; Associate’s or Bachelor’s in Accounting/Finance preferred
• Proficiency in Microsoft Office; familiarity with Perfect Practice and client portals (ICE, Tempo, PAID) preferred
• Strong attention to detail, organization, and communication skills
• Ability to work independently and collaboratively in a deadline-driven environment
• This role involves standard office duties including sitting, typing, and occasional lifting (up to 20 lbs).

Nice To Haves

• Experience in legal or professional services accounting is a plus
• Familiarity with legal billing practices, foreclosure/bankruptcy timelines, and investor/regulatory requirements (Fannie Mae, Freddie Mac, FHA) is a plus.

Responsibilities

• Process and post client payments (checks, ACH, wire, credit card) using Perfect Practice
• Reconcile daily cash receipts and maintain accurate logs
• Allocate funds accurately, including partial payments, overpayments, and unapplied cash.
• Maintain daily cash receipts logs and reconcile with Perfect Practice.
• Handle trust account deposits and client refunds
• Collaborate with AR and billing teams to resolve discrepancies, unidentified payments, and misapplied transactions.
• Prepare journal entries and transmit deposits to banks
• Maintain escrow accounts and support special projects as needed
• Perform other duties or special projects as assigned by management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED