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Staff & Senior Accountant Smart Financial Solutions for Law Firms

Staff & Senior Accountant

Job Description:
CPN Legal is seeking an experienced accountant with prior professional service experience to take ownership of maintaining accurate financial records for a block of law firm clients.

We have a fun, collaborative, and casual work environment. Our success is directly credited to our team, and we continue to invest in hiring and growing the firm. CPN Legal provides a comprehensive benefits package complete with flexible work schedules, special events, and expected benefits (medical, dental, vision, 401(k) and more).

Supervisory Responsibilities:

Supervisory Responsibilities:
- None

Primary duties & responsibilities:

Primary duties & responsibilities:

  • Reconcile bank accounts and other balance sheet accounts such as payroll liabilities and clearing accounts
  • Record expenses and deposits in QuickBooks Online on a daily or weekly basis
  • Record monthly journal entries including payroll, revenue allocations, etc.
  • Reconcile asset and liability accounts
  • Produce monthly financial reports, including balance sheet and income statement
  • Prepare weekly cash flow reports, leveraging data to discuss cash flow with clients
  • Trust account recordkeeping and reconciliation
  • Understand accounting and operational issues experienced by clients
  • Work accurately and efficiently with minimal supervision, meeting client expectations and deadlines
  • Working knowledge of preparing payroll setup, submission, review, and journal entries
  • Paying vendor bills for clients and record in proper systems 

Skills & Background:

Skills & Background:

  • Prior staff or senior accounting experience using QuickBooks Online
  • Professional skills to handle all types of client engagement efficiently and in a timely manner
  • High level of project management skills to ensure deadlines are met on multiple client engagements
  • Strong problem-solving skills and knowing when to ask questions
  • Ability to approach client work with ownership and accountability, as if running your own company
  • Experience with or ability to understand flow of data between integrated software systems
  • Basic understanding of financial accounting concepts; previous experience at a CPA or professional service firm preferred, including active or inactive CPA
  • Proficient to advanced skills in Microsoft Excel and keyboarding

Education and Experience:

Education and Experience:

  • Bachelor’s degree in Accounting, Finance, or related discipline preferred.
  • Three to five years accounting experience

Physical Requirements:

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Role does not require external sales.

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