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ESSENTIAL RESPONSIBILITIES
- Trust Fund Oversight & Compliance
Manage daily trust account receipts and disbursements in strict compliance with individual state IOLTA rules and firm accounting procedures.
- Complex Reconciliation & Financial Reporting
Prepare and review detailed trust account reconciliations, including trust bank accounts vs. ledgers; identify and resolve discrepancies; generate reports for Finance leadership. - Process Improvement Leadership
Lead initiatives to automate and optimize trust accounting workflows, implementing best practices to enhance efficiency and accuracy. - Advisory & Subject Matter Expertise
Serve as the firm’s primary expert on trust accounting, staying up to date with IOLTA regulations and advising on compliance and operational issues. - Residual Balance & Risk Management
Proactively manage aging trust balances, engage partners and attorneys to resolve issues, and escalate compliance concerns to leadership and general counsel. - Mentorship & Collaboration
Mentor junior staff and provide procedural guidance to the Accounting and Claims Recovery teams on trust-related tasks and reporting
QUALIFICATIONS:
- 4+ years of Accounting
- Law firm experience (working WITHIN a law firm)
- Compliance & Regulatory Expertise: IOLTA rules, risk management
- Technical Accounting: Bank/GL reconciliations, trust ledger accuracy, transaction review
- Stakeholder Engagement: Communication with attorneys, partners, and finance leadership
F11543C9-PT_1758119706