ACCOUNTING COORDINATOR

Description

The Accounting Coordinator plays a vital role within the Accounting Department, handling both accounts receivable and payable functions due to the department’s lean structure. The primary responsibility of this role is posting cash receipts. The ideal candidate is detail-oriented, able to work in a fast-paced environment, and comfortable working both independently and collaboratively within a close-knit team.

Qualifications and Key Responsibilities

Accounts Receivable:

• Post receipts into operating and trust accounts (ProVantage and ProTrust systems).
• Process collection payments received from the Charlotte office, including monthly fee payments to the firm.
• Deposit receipts daily into multiple bank accounts via remote deposit capture.
• Send trust receipt notifications to clients as needed.
• Forward incoming wire notifications and post funds into trust accounts.
• Post ACH credits and credit card payments.
• Run cash balancing and deposit slip reports daily.
• Scan supporting documents into accounting records.
• Retrieve and analyze financial data from banking websites.
• Review unapplied balances and determine appropriate action (posting or refund issuance).

Accounts Payable:

• Enter and verify unpaid invoices in the accounting system, ensuring proper approval and general ledger coding.
• Process payments for general ledger expenses, considering cash flow requirements.
• Monitor and process check requests initiated by staff.
• Issue client advance checks and trust check requests.
• Reconcile e-filing transactions paid via Firm Visa cards.
• Process employee reimbursements, ensuring compliance with firm policies.
• Manage monthly Visa bill processing, including distribution and import of statements.

Additional Responsibilities:

• Process BB&T collections payments and monthly firm fees from the Charlotte office.
• Replenish FSA account on a weekly basis.
• Conduct Form 8300 reviews to ensure compliance with IRS cash payment reporting thresholds.
• Prepare financial reports as required.
• Participate in department meetings.
• Maintain confidentiality of financial and client information.

Qualifications & Skills:

• Minimum of two years of experience in a related accounting role.
• Proficiency in Microsoft Word and Excel.
• Strong 10-key calculator skills.
• Highly organized with strong attention to detail.
• Process-improvement mindset with problem-solving abilities.
• Excellent verbal and written communication skills.

Education:

• Minimum of a two-year accounting degree.

Benefits:

• Competitive salary based on experience
• Health, dental, and vision insurance
• Safe Harbor 401(k) plan
• Paid time off and holidays

We value diversity and are an equal-opportunity employer.  All qualified applicants will receive consideration for employment without regard to race color, religion, sex, national origin, disability status, protected veteran status, or any other characteristics protected by law.

Note: This job description does not restrict management’s right to assign or reassign duties and responsibilities at any time.

Salary : $40,000 - $45,000