Accounting Specialist

Addison Group; Tampa (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Addison Group in Tampa is seeking an experienced bookkeeper/accountant to manage daily financial transactions, reconcile accounts, and support trust accounting functions.

The ideal candidate has 3+ years in bookkeeping or accounting, with hands-on experience across multiple bank accounts and online portals, and a strong eye for detail to ensure accurate client records.

Qualifications

• 3+ years of bookkeeping, accounting, or trust accounting experience.
• Hands-on experience managing multiple bank accounts.
• Experience working with online banking portals / bank portals.
• Strong reconciliation and transaction-processing skills.
• Understanding of trust account reconciliation and compliance requirements.

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.

Job description

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.