Accounting Assistant
Job Description
Job Description
We are looking for an Accounting Assistant to support daily financial operations for a services organization serving legal, accounting, and wealth management practices. The role can be based in either the Clearwater or Venice office, but candidate will need at least one onsite day in both offices weekly. This contract opportunity is ideal for someone who enjoys detailed transactional work, maintains strong accuracy in a fast-paced setting, and can contribute to both routine accounting activities and account reconciliation efforts. The position is fully onsite and works closely with teams handling client-related financial activity, billing support, and multi-account bookkeeping responsibilities.
Responsibilities:
• Record day-to-day financial activity promptly and maintain accurate entries across accounting records.
• Review bank transactions each day, match activity to system records, and resolve variances as needed.
• Apply client payments, retainers, and deposited funds to the correct accounts with careful attention to classification.
• Assist with trust accounting tasks, including completing three-way reconciliations and monitoring trust balances.
• Move funds between operating and trust accounts in accordance with established procedures and documentation requirements.
• Support accounts payable processing by coding invoices, preparing checks, and reconciling company credit card activity.
• Prepare disbursements and related payments connected to real estate closing transactions.
• Partner with legal staff and internal stakeholders to address billing questions, client matter charges, and closing-related accounting needs.
• Reconcile bank accounts, investigate missing or unmatched items, and help clear outstanding accounting backlogs.
• Export financial data into Excel-based trackers, maintain organized schedules, and perform additional daily accounting support as needed.
• At least 2 years of practical bookkeeping or accounting experience in a hands-on environment is preferred.• Demonstrated background in bank reconciliations, transaction posting, accounts payable, and core accounting support functions.
• Experience in legal accounting, law firm environments, or trust accounting is strongly valued.
• Familiarity with three-way trust reconciliation processes is a plus.
• Strong Excel skills with the ability to organize, track, and review financial information efficiently.
• Experience using CosmoLex or similar legal accounting or practice management software is helpful.
• Excellent attention to detail with the ability to identify discrepancies and follow through on corrections.
• Reliable transportation and willingness to work onsite with regular travel between office locations are required.
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