Client Accountant

Socket.dev; Richardson (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

Company paid Life and AD&D Insurance

Company Paid STD

Voluntary LTD, Critical Illness, Acc.

401(k) with company contributions

Paid Time Off

Tuition Reimbursement

Job summary

Socket.dev is seeking a detail-oriented Billing and Accounts Specialist to oversee a portfolio of matters, ensure accurate check processing, and promptly resolve billing inquiries, disputes, and reissues. The role requires collaboration across departments to maintain accuracy in accounting systems while upholding confidentiality and integrity.

The ideal candidate will have strong Excel skills, excellent communication, and the ability to manage multiple tasks and deadlines in a fast-paced

Qualifications

• Bachelor’s Degree in Accounting or related field required.
• Three to five years’ experience in a similar role.
• Public accounting experience within a personal injury law firm is a plus.

Responsibilities

• Perform client account reconciliations on settlement workups, client and credit card expenses.
• Perform accounts payable tasks by cutting settlement and provider checks.
• Identify and maintain internal controls and procedures.
• Update and maintain journal entries, expense vouchers and credit card receipts in accounting journals, ledgers, and other financial records.
• Responds to client requests for status updates; investigates issues as needed.
• Requests funding from vendor, through weekly reporting; investigate issues and close cases, as needed.
• Maintains data integrity of all accounting systems.
• Excellent verbal and written communication skills; must be able to communicate financial concepts and data.
• Excellent critical thinking, organizational and problem-solving skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to multi-task and to prioritize tasks and delegate when appropriate.

Skills

Attention to detail

Communication skills

Organizational skills

Time management

Multitasking

Problem solving

Education

Bachelor’s Degree in Accounting or related field

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Job description

Position Summary:

This position involves overseeing a portfolio of attorneys and client matters, ensuring efficient handling of check deposits and resolving billing issues promptly. The role requires effective collaboration with various departments to address and resolve billing inquiries, disputes, and reissues, while maintaining the accuracy and integrity of accounting systems. The ideal candidate will possess strong attention to detail, excellent communication and organizational skills, and advanced proficiency in Microsoft Excel. Upholding confidentiality and integrity is crucial, along with the ability to manage multiple tasks and meet deadlines.

Key Responsibilities:

• Perform client account reconciliations on settlement workups, client and credit card expenses
• Perform accounts payable tasks by cutting settlement and provider checks
• Identify and maintain internal controls and procedures
• Update and maintain journal entries, expense vouchers and credit card receipts in accounting journals, ledgers, and other financial records
• Responds to client requests for status updates; investigates issues as needed
• Requests funding from vendor, through weekly reporting; investigate issues and close cases, as needed
• Maintains data integrity of all accounting systems
• Strong attention to detail with a high degree of accuracy
• Excellent verbal and written communication skills; must be able to communicate financial concepts and data
• Excellent critical thinking, organizational and problem-solving skills
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to multi-task and to prioritize tasks and delegate when appropriate
• Proficiency with Microsoft Office Suite including Excel, Outlook, Word, and PowerPoint
• Advanced knowledge of Microsoft Excel
• Maintains unwavering confidentiality and integrity
• Performs other duties as required

Work Experience Requirements:

• Three to five years’ experience in a similar role
• Experience involving multi-state/multi-business unit entities
• Public accounting experience within a personal injury law firm is a plus

Education Requirements:

• Bachelor’s Degree in Accounting or related field required

Physical Requirements:

• Office environment with normal business hours necessary to satisfactorily perform job functions.
• Stationary Position – Must be able to remain in a stationary position up to 50% of the time.
• Move or Traverse – This position needs to occasionally move about inside the office to access file cabinets, meeting rooms, office machinery such as a copy machine/printer. May occasionally ascends/descends the stairs to get to other floors, cafeteria and parking area.
• Dexterity – constantly operates a computer and other office machinery such as a copy machine/printer.
• Move, Transport, Position, Put, Install, Remove - Occasionally moves supplies weighing up to 10 pounds for various presentation and event needs.
• Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information - The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer).

Benefits and Perks:

• Medical, dental, vision
• Company paid Life and AD&D Insurance
• Company Paid STD (with no waiting period)
• Option to purchase additional Life and AD&D Insurance
• Voluntary LTD, Critical Illness, Accident, and Hospital Indemnity Coverage
• 401(k) with company contributions
• Paid Time Off
• Tuition Reimbursement

Disclaimer:

Please note that this job description is subject to change with or without prior notice, and that reasonable accommodation may be requested to perform the essential functions of the job.