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Settlement Accountant - Hybrid
- DiPasquale Moore (Kansas City, MO)
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Settlement Accountant—Hybrid Role
Kansas City, Missouri
SALARY: Competitive salary commensurate with experience
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:
+ Make bank deposits daily for multiple entities and record related ACH activity.
+ Process check deposit request forms
+ Create client-facing settlement summaries & settlement packages for attorneys.
+ Review client-facing settlement summaries for accuracy and consistency.
+ Reconcile settlement related account activity.
+ Assist with entering settlement accruals
+ Process IOLTA Disbursement request forms
+ Generate data from accounting system for reports.
+ Make electronic deposits via banking web portal
+ Serve as a backup for settlement Accounting Clerk
+ 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 colleague’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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