Client Accounts Specialist
About the job
- A high school diploma or equivalent is required.
- At least 2 years of experience in bookkeeping and/or accounting is required.
- Experience with Microsoft 365 applications, including Excel, Word, and Outlook, is required.
- Basic or better knowledge of QuickBooks is required.
- A pristine record with no personal or business bankruptcies or criminal record is required.
- An associate or bachelor's degree in finance or accounting is preferred.
- An accounting certificate, an associate degree in accounting, or equivalent work experience and/or training is listed as preferred.
- Previous work experience with QuickBooks is preferred.
- Prior experience in banking, legal accounting, or a medical office is preferred.
- Experience with lien resolution in a legal or medical setting is preferred.
- Case management software experience is preferred.
- Previous accounting experience is preferred.
- The role requires strong communication skills to communicate effectively with clients, attorneys, and team members.
- The role requires organizational and time-management skills, attention to detail, and accuracy in data entry and record-keeping.
- The role requires the ability to audit one's own work and the work of others.
- The role requires the ability to meet tight deadlines, handle frequent pressure, and multitask.
- The role requires the ability to identify process improvements and adapt to changing priorities.
- The role requires compassion when interacting with clients about disbursements for injury cases.
- The role requires maintaining confidentiality of client and company information.
- Resolve client liens, draft disbursement statements, and issue checks to clients.
- Maintain client account records and accurately record necessary information in the firm's case management system.
- Communicate with clients by phone, email, and other channels and respond to their inquiries.
- Work with attorneys and other team members to support clients and client satisfaction.
- Maintain accurate records of client interactions and account information while ensuring data integrity and confidentiality.
- Monitor case progress and provide clients with regular case-status updates.
- Identify opportunities to improve client satisfaction and streamline processes, and recommend improvements to management.
- Develop knowledge of personal injury and mass tort law to serve clients and support the team.
- Process operating and IOLTA deposits accurately and promptly.
- Work with internal departments to obtain required approvals and supporting documentation.
- Generate cost reports by gathering and reviewing case-related expenses, verifying supporting documentation, reconciling discrepancies, and providing accurate reports to attorneys and internal stakeholders for settlement disbursements and financial reporting.
- Previous work experience with QuickBooks.
- Prior experience in banking, legal accounting, or a medical office.
- Experience with lien resolution in a legal or medical setting.
- Case management software experience.
- Previous accounting experience.
- An associate or bachelor's degree in finance or accounting.
- An accounting certificate, an associate degree in accounting, or equivalent work experience and/or training.
About the company
Chaffin Luhana LLP represents individuals and families in serious personal injury and mass tort cases as a national plaintiffs-only trial firm with offices in Connecticut, New York, Pennsylvania, and West Virginia. It does not represent corporations or insurance companies and has secured over $1 billion in client recoveries. The firm builds each case around a client’s personal story, conducts thorough investigations, and pursues results through settlements or trials, backed by a team that includes former prosecutors, defense attorneys, nurses, and a full-time social worker. Its goal is to help real people get justice and to improve safety in the broader community through the Chaffin Luhana Foundation and related charitable work.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2010
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Simplify's Take
What believers are saying
- August 2026 Inc. 5000 recognition signals sustained client intake and revenue growth.
- The firm tried two federal product-liability cases in Florida during 2026.
- Judge Rita Lin named Chaffin Luhana to lead the Lyft sexual-assault MDL in April 2026.
What critics are saying
- Uber and Lyft leadership roles expire after one year, forcing constant reappointments.
- Plaintiff-fee revenue depends on bellwethers; a 2026 loss would crush momentum.
- A catastrophic Uber or Lyft defense win in 2027 threatens the firm's existence.
What makes Chaffin Luhana unique
- Roopal Luhana led Uber and Lyft sexual-assault MDLs in 2026.
- The firm spans Connecticut, New York, Pittsburgh, and West Virginia offices.
- Inc. 5000 recognized Chaffin Luhana for three straight years through August 2026.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Health Savings Account/Flexible Spending Account
401(k) Company Match
Commuter Benefits
Paid Vacation
Paid Sick Leave
Paid Holidays
Remote Work Options
Gym Membership
Professional Development Budget
Company News
Chaffin Luhana LLP named Justin Joseph as partner.
Chaffin Luhana LLP celebrates 15 years of service as a plaintiffs-only injury law firm. Founded by Eric Chaffin and Roopal Luhana, the firm remains committed to "Doing Good by Doing Right™" for clients and communities.NEW YORK, Jan. 14, 2025 /PRNewswire-PRWeb/ -- Founded in 2010 with just four team members, Chaffin Luhana has grown to a team of more than 100 that includes 19 attorneys, paralegals, and various support professionals across offices in New York, Connecticut, Pittsburgh, and West Virginia. During that time, the firm has resolved thousands of cases, collected hundreds of millions of dollars for clients and taken on leadership roles in important national litigations including Co-Lead Counsel in the Uber Passenger Sexual Assault MDL Litigation, PEC in the Paraquat MDL, PSC in the Hair Relaxer Marketing Sales Practices and Products Liability Litigation, and PSC in the Camp Lejeune Water Contamination Litigation."Our vision has always been and continues to be to level the playing field for our injured clients and hold wrongdoers accountable," said Co-Founding and Managing Partner, Eric Chaffin. "To see how far we've come—from those early days to where we are now—is a testament to our dedicated team and our shared commitment to Doing Good by Doing Right™. We remain humble and deeply grateful for our clients' trust in us."Recent milestones reflect the firm's commitment to innovation and service
Chaffin Luhana LLP is excited to announce the promotion of Justin Joseph and Beth Wilkins to Partner, effective January 1, 2025.
"Our firm's success is rooted in the relationships we build with our clients. We understand that every case is not just a case, but a human story filled with challenges. Our mission is to ensure that each client feels valued, supported, and empowered as we navigate their legal journey together."
Chaffin Luhana LLP has been recognized on the INC 5000 list as one of America's fastest-growing private companies, a testament to the firm's significant growth and commitment to excellence in legal representation.