Job Summary We are seeking a detail-oriented and proactive Legal Billing & Trust Accounting Specialist to join our dynamic legal team. In this role, you will manage complex billing processes, oversee trust account transactions, and ensure compliance with financial regulations and legal standards. Your expertise in accounting systems, financial software, and client communication will be vital in maintaining accurate records and delivering exceptional service to clients and internal stakeholders. This position offers an exciting opportunity to apply your accounting knowledge within a fast-paced legal environment, supporting the firm's commitment to integrity and excellence. Duties Manage client billing processes using billing software, ensuring accuracy and timeliness of invoices in accordance with legal billing standards. Oversee trust account transactions, including deposits, disbursements, reconciliations, and journal entries, adhering to trust accounting regulations and GAAP principles. Perform detailed account analysis using Excel data analysis techniques, spreadsheets, and accounting systems such as Sage or PeopleSoft to monitor account activity. Conduct regular account reconciliations for trust and client accounts to identify discrepancies and resolve issues promptly. Maintain precise data entry of financial transactions, including debits & credits, journal entries, and accounts payable/receivable records. Collaborate with attorneys, clients, and vendors through professional client communication to clarify billing questions or resolve account issues. Ensure compliance with SOX (Sarbanes-Oxley Act) controls related to financial reporting and internal audits. Utilize Microsoft Office tools extensively for report generation, analysis, and documentation purposes. Support collections account management efforts by following up on overdue invoices and managing receivable processes efficiently. Assist with accounts payable processes related to legal expenses while maintaining detailed records for audit purposes. Experience Proven experience in accounting or finance roles within a legal or professional services environment preferred. Strong familiarity with Square and with accounting software such as Clio. Experience working with financial software for billing, trust accounting, and reconciliation tasks is essential. Proficiency in Excel formulas, data analysis techniques, spreadsheets creation, and report generation required for effective account analysis. Background in public accounting or similar financial environments is advantageous. Excellent organizational skills with attention to detail in data entry, journal entries, double entry bookkeeping, and account reconciliation processes. Strong communication skills for client interaction and internal collaboration; professional phone etiquette is essential. Ability to handle multiple tasks efficiently while maintaining accuracy under tight deadlines in a fast-paced setting. Join us as a Legal Billing & Trust Accounting Specialist where your expertise will directly contribute to our firm's integrity and success! We value energetic professionals eager to grow their careers while delivering top-tier financial management within the legal sector.

Pay:

$21.00 per hour Expected hours: 10.0 per week

License/Certification:

Certified Management Accountant (Required)

Work Location:

Hybrid remote in Ventura, CA 93003