Case Accounting Coordinator

Posted Yesterday
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Jacksonville, FL, USA
In-Office
Junior
Legal Tech
The Role
Manages trust-accounting activities across client matters, including processing and tracking transactions, maintaining state-specific fund segregation, handling disbursements, preparing reports, supporting audits, and reviewing legal documents for accounting information. The role requires advanced Excel skills, legal-industry trust-accounting knowledge, accuracy, confidentiality, and effective prioritization of legal-team requests in an onsite office environment.
Summary Generated by Built In

We are looking for a Case Accounting Coordinator to manage trust accounting activities throughout the life cycle of client matters. This role will process and track trust transactions, manage disbursements, support reporting and audit readiness, and review legal documents for accounting-related information. The ideal candidate is detail-oriented, accurate, organized, and able to prioritize requests while maintaining confidentiality in a fast-paced environment.

Essential Functions: 

  • Process trust transactions accurately and in accordance with applicable trust-accounting requirements.
  • Maintain segregation of funds among different states' trust funds.
  • Track and trust transactions across client cases from case start through close. 
  • Manage trust disbursements based on requests and direction from legal teams. 
  • Prepare and support periodic trust-related reporting responsibilities. 
  • Maintain accurate accounting records and support ongoing trust audit preparedness. 
  • Review relevant legal documents and identify information salient to accounting transactions for client matters.
  • Prioritize requests from legal teams while working in a fast-paced, high-accuracy environment. 
  • Handle transaction information with the utmost confidentiality, 

Minimum Required Qualifications: 

  • Knowledge of trust accounting as practiced by the legal industry and in compliance with various State Bar Associations. 
  • Experience using trust accounting software used by the legal industry. 
  • Accounting degree or the equivalent of at least two years of accounting/finance experience. 
  • Ability to review various legal documents, analyze them, and determine information relevant to accounting transactions related to a case from start to close. 
  • Ability to work effectively in a fast-paced environment with high accuracy requirements. 
  • Ability to work well with teams, prioritize requests from legal teams, and maintain accurate accounting records. 
  • Detail-oriented approach with the ability to work quickly and accurately and apply sound judgement on a daily basis. 
  • Knowledge of batch processing and different data file types, including CSV, Excel, and TXT, across software platforms. 
  • Advanced Excel skills or equivalent software proficiency. 
  • Strong verbal and written communication skills. 
  • Ability to exercise the utmost confidentiality in all transactions. 

Benefits

  • Dental insurance
  • Health insurance
  • Vision insurance
  • Paid Time off
  • 401K
  • Employer Paid Short Term Disability and Basic Life Insurance


Schedule

  • 8-hour shift
  • Day shift
  • Monday to Friday
  • Onsite Professional Office Setting


Equal Opportunity Statement
Farah & Farah provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

E-Verify
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.

Skills Required

  • Knowledge of trust accounting practices in the legal industry and compliance with applicable State Bar Associations
  • Experience using legal-industry trust accounting software
  • Accounting degree or at least two years of accounting or finance experience
  • Ability to review and analyze legal documents for accounting information related to client cases
  • Ability to work accurately in a fast-paced environment
  • Ability to collaborate with legal teams, prioritize requests, and maintain accurate accounting records
  • Detail-oriented approach, sound judgment, and ability to work quickly and accurately
  • Knowledge of batch processing and CSV, Excel, and TXT data files across software platforms
  • Advanced Excel skills or equivalent software proficiency
  • Strong verbal and written communication skills
  • Ability to maintain strict confidentiality
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The Company
HQ: Jacksonville, Florida
520 Employees
Year Founded: 1979

What We Do

At Farah & Farah, we work as a team to give our clients cases the resources and dedication they deserve. We are looking to add to our legal team of respected and experienced attorneys, case managers, investigators and legal assistants. If you are an experienced and highly skilled legal professional interested in joining the Farah & Farah legal family, click jobs to explore some of the positions that are currently available in our Florida and Georgia offices. At Farah & Farah, we handle a variety of law cases; Product liability, marine/boating accidents, Trucking accidents, negligent security, premises liability, auto accidents, Personal Injury, Medical Malpractice, Social Security, Workers'​ Compensation and any other injury caused by another person or company. We help clients overcome these challenging times in their lives by communicating effectively and being emotionally supportive. If you're interested in learning more about Farah and Farah, please find us on our website.

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