addison groupTampa, FL
Accounting Specialist
Accounting Specialist
Accounting Specialist
addison groupTampa, FL
yesterday
Bookkeeping, Accounting, and Auditing ClerksAccountants and AuditorsFinancial Specialists, All Other
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsOther Accounting Services
Apply for this role →The ideal candidate has 3+ years of bookkeeping or accounting experience, is comfortable managing multiple bank accounts and online bank portals, and has strong attention to detail when handling financial transactions.
Key Responsibilities:
Manage and reconcile transactions across multiple bank accounts and online banking portals. Monitor and maintain client trust account activity. Process client retainer deposits, settlement funds, disbursements, and related transactions. Track and reconcile trust account balances to ensure accurate client records. Review banking activity and research discrepancies or outstanding items. Maintain petty cash and other assigned accounting records. Perform general bookkeeping and accounting functions. Prepare account reconciliations and supporting documentation. Maintain accurate financial records and follow established accounting and compliance procedures. Assist with financial reporting and other accounting projects as needed.
Qualifications:
3+ years of bookkeeping, accounting, or trust accounting experience. Hands-on experience managing multiple bank accounts. Experience working directly with online banking portals / bank portals. Strong reconciliation and transaction-processing skills. Law firm or legal accounting experience. Experience with trust, IOLTA, escrow, retainer, or client funds. Understanding of trust account reconciliation and compliance requirements.
Also on the board Same function, level within a rung
Level
Senior
Location
Tampa, FL
Occupation
Bookkeeping, Accounting, and Auditing Clerks
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday