Settlement Accountant

Job Description

Job Description

TITLE : Settlement Accountant

SALARY : Competitive salary commensurate with experience

Kansas City, MO

Requirements :

1 or more years of full cycle accounting or settlement experience

Proficient computer skills with MS Office, accounting software and databases.

Advanced Microsoft Excel skills.

Bachelor’s degree in Accounting, Finance, or related field

Purpose and Value to the Team :

The Settlement Accountant will assist the Settlement Team by handling critical accounting functions which supports ultimately client payments.

Duties & Responsibilities :

Create client-facing settlement summaries & settlement packages for attorneys.

Review client-facing settlement summaries for accuracy and consistency.

Reconcile settlement related account activity.

Review and approve settlement accruals entered by attorneys

Enter journal entries for co-counsel fees, commissions, etc...

Enter bank transfers for both IOLTA and Operating accounts

Apply daily cash to open receivables

Setup new vendors in ERP system

Reconcile daily exception reports

Generate data from accounting system for reports.

Assist Lead and Senior settlement accountant(s) as needed

Assist with making electronic deposits via banking web portal when needed

Respond and resolve requests in the shared email inbox

Special projects as needed

Knowledge & Skills :

Law firm experience preferred, but not required

Attention to detail

Review entries made by others and able to accurately record large volume of transactions.

Time management

Able to prioritize tasks which can create process bottlenecks, help attorneys and clients, and handle daily essential tasks like depositing incoming checks while finding time to work on side projects or help when it is needed more to complete other people’s high priority tasks.

Communication / Team player

Communicate clearly and explain decisions.

Research team questions and update with findings.

Offer to help when caught up and know when to ask for help when behind.

Problem solving

Able to find solutions to existing and emergent problems that work with the team. Management reporting questions, reconciliation issues, or making time consuming tasks more efficient / accurate are some examples.

Software / System Proficiencies :

• Microsoft Office – Outlook, Word, Excel.
• SharePoint & OneDrive.
• Adobe Acrobat.
• Experience with Sage Intacct a plus
• Neos (Needles) experience preferred not required
• DocuWare imaging system experience preferred not required
• DOMO experience preferred not required
• ERP Sage experience preferred not required

Employee Perks :

Benefits package – Health, vision, and dental insurance coverages

401(k) matching retirement plan – up to 4%

3 weeks (120) hours of PTO

Paid holidays

Work / Life balance – do the job you love, with great people and NO long, crazy hours!

Stability – become an integral member of an energetic team in a growing law firm

FREE on-site parking garage

DiPasquale Moore, LLC 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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