Client Funds Specialist

Holland & Knight; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive medical, dental and vision plans

401(k) and profit sharing

Paid holidays and time off

Job summary

Holland & Knight is seeking a Client Funds Specialist based in the Firm's global operations center in Tampa, FL. The role involves processing bank transactions, ensuring compliance with accounting regulations, and managing trust accounts.

The ideal candidate will have 2–5 years of experience in accounting or finance, a bachelor's degree in a related field, and strong analytical and organizational skills. Comprehensive benefits including medical, dental, and retirement plans are offered.

Qualifications

• 2–5 years relevant accounting and finance experience.
• Ability to perform detailed financial tasks.
• Ability to handle multiple tasks under pressure.

Responsibilities

• Process bank transactions, including deposits and disbursements.
• Ensure deposits are recorded to the appropriate client matter.
• Set up vendors to meet IRS criteria.
• Prepare bank reconciliations and resolve discrepancies.
• Manage trust accounts to comply with regulations.
• Conduct in-depth research for transactions and payments.

Skills

Strong verbal, mathematical, written, and analytical skills

Excellent organization skills

Adaptable to changing priorities

Excellent interpersonal skills

High ability to work independently and in teams

Knowledge of Microsoft Office Suite or Microsoft365

Education

Bachelor's degree in Finance, Accounting, Math, or Economics

Job description

Client Funds Specialist

Based in the Firm's global operations center in Tampa, FL.

Key Responsibilities

• Process bank transactions, including deposits and disbursements.
• Ensure deposits are recorded to the appropriate client matter and that disbursements have appropriate supporting documentation and approvals.
• Set up vendors to meet IRS criteria, including minimal comprehension of tax laws.
• Prepare bank reconciliations and resolve any discrepancies.
• Manage trust accounts to comply with state regulations and firm policies.
• Manage bank account opening and maintain good banking relationships, including signature account maintenance, assisting with online access, and entitlements.
• Conduct in-depth research for transactions and payments.
• Store and file records of transactions.
• Complete special projects and additional duties as assigned.
• Maintain a regular and predictable work schedule and full attention to work activities during business hours unless otherwise approved or required by applicable law.

Required Skills

• Strong verbal, mathematical, written, and analytical skills.
• Excellent organization skills and sense of urgency for requests.
• Adaptable to changing priorities and work demands.
• Excellent interpersonal skills with the ability to work well under pressure.
• High ability to work independently as well as with others in a team setting.
• Knowledge of or ability to learn Microsoft Office Suite or Microsoft365.

Required Qualifications & Education

2–5 years relevant accounting and finance experience.

Bachelor's degree in Finance, Accounting, Math, or Economics.

Physical Requirements

Ability to sit or stand for extended periods of time; moderate or advanced keyboard usage.

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) and profit sharing.
• Backup dependent care.
• Senior care planning support.
• Resources for individuals with developmental disabilities and their caregivers.
• Paid holidays and other paid time off, including paid leave for new parents.

Equal Opportunity Employer

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other factor prohibited by law. Applicants who require an accommodation during the application process should contact [e-mail].