Staff Accountant

Katz Banks Kumin LLP; Washington (District of Columbia); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health benefits

401K retirement plan

Discretionary bonus

Job summary

Katz Banks Kumin LLP in Washington, DC seeks a Finance Professional to manage AP/AR, oversee client billing (about 100 bills), and perform bookkeeping with bank reconciliations. You will assist with integrating a small acquired CA firm’s finances and prepare reports on billing, origination, and income production.

The role requires 3–5 years of relevant experience, a finance or accounting degree, and strong analytical skills.

Qualifications

• Bachelor’s degree in finance, accounting or related field.
• 3–5 years of relevant experience.
• CPA or CFA certification is a plus.
• Strong knowledge of AP/AR, billing, bookkeeping and reconciliation.

Responsibilities

• Handle accounts payables and accounts receivables.
• Oversee monthly client billing process with ~100 detailed bills.
• Perform bookkeeping and reconcile bank statements.
• Assist in financial integration of an acquired CA firm’s finances.
• Prepare reports on attorney billing, origination, and income production.
• Develop financial projections, including cash flow and tax projections.
• Generate regular P&L statements and analyze financial performance.
• Collaborate with the firm accountant on quarterly and annual tax requirements.
• Oversee vendor relationships and review contracts for cost-effectiveness.

Skills

AP/AR

Billing processes

Bookkeeping

Financial analysis

Attention to detail

Education

Bachelor’s degree in finance or accounting

Tools

Accounting systems

Excel

Word

Outlook

Teams

Job description

In this role, you will be a key player in our dynamic finance team to ensure the efficient financial management of our operations. Your expertise will contribute to the growth and success of our firm as we continue to provide exceptional legal services to our clients.

KEY AND ESSENTIAL FUNCTIONS

• Handle accounts payables and accounts receivables, ensuring timely and accurate processing of financial transactions.
• Oversee the monthly client billing process, including the generation and distribution of approximately 100 detailed bills.
• Perform bookkeeping duties and reconcile bank statements to ensure accurate financial records.
• Assist in the financial integration of a small CA firm that we will be acquiring, ensuring smooth transition and consolidation of financial operations.
• Prepare reports on attorney billing, origination, and income production, providing insights and analysis to support decision-making.
• Develop and prepare financial projections, including cash flow forecasts and tax projections, to support strategic planning and budgeting.
• Generate regular profit and loss (P&L) statements, analyzing financial performance and identifying areas for improvement.
• Collaborate with the firm accountant to ensure compliance with quarterly and annual tax requirements, providing necessary financial data and assisting with tax preparation.
• Oversee vendor relationships, reviewing current vendor partnerships and existing contracts to ensure cost-effectiveness and quality of services.
• Identify opportunities for optimizing vendor relationships, negotiate contracts, and ensure timely and satisfactory delivery of goods and services.

REQUIREMENTS

Required: A combination of relevant education, experience and training equivalent to a bachelor’s degree in finance, accounting or related field. A CPA or CFA certification is a plus. The position also requires:

• Mid-level (3-5 years) relevant experience.
• Strong knowledge of accounts payables/accounts receivables, billing processes, bookkeeping, and financial reconciliation.
• Excellent analytical skills and attention to detail, with the ability to identify financial trends, risks, and opportunities.
• Proficient in using financial software and tools, such as accounting systems and spreadsheet applications, preferably in a law firm or professional services environment.
• Proficiency in financial reporting and analysis, including the preparation of financial projections and P&L statements.
• Strong organizational and time management abilities to handle multiple responsibilities and meet deadlines.
• Proficiency with Adobe and Microsoft Office products, including Word, Excel, Outlook and Teams.

Preferred: This is a mid- to senior-level role that requires the ability to independently manage deadlines for multiple assignments in a fast-paced, detail-oriented office environment. Preference will be given to candidates who demonstrate:

• Familiarity with tax regulations and experience in working with accountants to ensure compliance.
• Effective communication and interpersonal skills to collaborate with attorneys, vendors, and other stakeholders.
• Cultural competence interacting with prospective clients and staff from diverse backgrounds.

COMPENSATION AND TOTAL REWARDS

This is a full-time (40 hours per week), onsite, benefits-eligible position. We offer a generous total rewards package including:

• Competitive pay, $95,000.00 – $105,000.00 per year, commensurate with years of post-graduate, professional and relevant experience.
• Health and wellness benefits, including medical, dental, vision coverage.
• 401K and Safe Harbor retirement savings accounts.
• This position is also eligible for a discretionary annual performance bonus.

We are a passionate and fun group of employees who are committed to helping people who have identified wrongdoing or been wronged themselves achieve a fair outcome. We are looking to hire someone with these same values.

HOW TO APPLY

To apply, visit KBK’s careers site: Career Center | Recruitment. Applications will be reviewed on a rolling basis.

We are looking to fill this position quickly, so applicants are encouraged to submit their materials as soon as possible. No phone calls, please.