Client Funds Specialist (Hybrid)
About The Position
We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position is based in the Firm's global operations center in Tampa, FL. Description: We are seeking a Client Funds Specialist to join our team. The Client Funds Specialist will be responsible for managing the firm’s client funds money to comply with various state bar rules and firm policies. The Client Funds Specialist position is currently a hybrid role with designated days required to be in the office, which may change depending on future needs of the Firm or industry standards.
Requirements
- Minimum 2 years’ relevant accounting and finance experience.
- Strong verbal, mathematical, written, and analytical skills.
- Excellent organization skills and sense of urgency to requests.
- Adaptable to changing priorities and work demands.
- Knowledge of MS Office 2013 Suite.
- Excellent interpersonal skills with the ability to work will under pressure.
- High ability to work independently as well as with others in a team setting.
- Bachelors of Finance, Accounting, Math, or Economics Degree.
Responsibilities
- Assist with bank transactions, including deposits and disbursements.
- Ensure that deposits are recorded to the appropriate client matter and that disbursements have appropriate supporting documentation and approvals.
- Set up vendors to meet IRS criteria.
- Prepare Bank Reconciliations and resolve any discrepancies.
- Manage Trust Accounts to comply with state regulations and firm policies.
- Store and file records of transactions.
- Special projects and additional duties as assigned.
Benefits
- comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
- life and AD&D insurance
- short and long term disability insurance
- tax-advantaged accounts for health care expenses, including FSAs and HSAs
- FSAs for dependent care
- health advocacy services
- behavioral health and counseling resources for all family members
- 401(k)
- profit sharing
- pre-tax transit and parking program
- backup dependent care
- senior care planning support
- resources for individuals with development disabilities and their caregivers
- paid holidays and other paid time off, including paid leave for new parents
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
