Client Accountant

Witherite Law Group; Richardson, Northern (TX, KY); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Life Insurance

STD (short-term disability)

Life/AD&D Insurance

401(k) with company contributions

Paid Time Off

Tuition Reimbursement

Job summary

Witherite Law Group in Richardson, TX is seeking a Client Accountant to oversee a portfolio of attorney matters, handle check deposits, and resolve billing issues while ensuring accounting accuracy.

The ideal candidate has 3–5 years in a similar role, strong Excel skills, and excellent communication. A Bachelor's in Accounting is required; public accounting in a personal injury firm is a plus.

Qualifications

• Bachelor’s degree in accounting or related field.
• Three to five years of experience in a similar role.
• Experience with multi-state/multi-business unit entities is preferred.

Responsibilities

• Perform client account reconciliations on settlement workups and expenses.
• Cut settlement and provider checks and handle accounts payable tasks.
• Identify and maintain internal controls and procedures.
• Update journal entries, expense vouchers, and receipts in accounting records.
• Respond to client status requests and investigate billing issues.
• Maintain data integrity of accounting systems and meet deadlines.

Skills

Attention to detail

Communication

Organizational skills

Microsoft Excel

Microsoft Office

Multi-tasking

Time management

Education

Bachelor's Degree in Accounting

Tools

Microsoft Excel

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Accountant

Full Time Ind Contributor Richardson, Richardson, TX, US

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:

• 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.