Account Services Representative

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

Description:

We are seeking an Account Services Representative to join our team. This is an exciting opportunity to work in a dynamic and fast-paced environment and contribute to the growth and success of our firm. This position offers the flexibility to work from home. Periodic in-office presence is required for monthly team meetings, events, and training opportunities. The position can be based in the Firm’s operation center in Brandon, FL (Tampa Bay area) or our Firm’s practicing office in Dallas.

The Account Services Representative will provide accounting and finance services for our clients, attorneys, secretaries, and other Holland & Knight departments. The representative is responsible for providing advanced reports and accounting functions for the purpose of servicing our clients and attorneys. The representative will also answer a wide range of inquiries from the same group in order to maximize efficiency for the Client Accounts and Billing teams, Billing Supervisor, and Client Accounts Manager, with whom they will work directly.

Key Responsibilities Include:

• Generate advanced reports for attorneys, assistants, clients, and other Firm departments.
• Research and respond quickly and efficiently to attorney, assistant, client, and office inquiries.
• Handle all aspects of billing and payment reconciliations, including trust account reconciliations.
• Provide accruals and fee estimates.
• Handle prebill update requests.
• Respond to billing rate requests.
• Verify ebilling status and vendor guidelines information.
• Generate time and cost reports.
• Create ad hoc reports requiring specific data sets and presentation.
• Work with the Revenue Team Financial Analyst, as needed.
• Produce back up for payments and costs.
• Prepare client refunds and trust disbursements requests.
• Investigate and resolve accounts receivable inquiries, as well as monitor department email and phone line ensuring appropriate handling of requests received.
• Communicate with internal and external customers via phone, email, mail, or in person.
• Work weekends and holidays, as needed.
• Special projects and additional duties, as assigned.
• Offer process flow improvement ideas, if applicable.

Qualifications:

• 2 + years of work experience, some law firm accounting experience preferred.
• Strong verbal, mathematical, written, and analytical skills.
• Excellent organization skills and the ability to adapt to changing priorities and work demands.
• Attention to detail and accuracy.
• Strong interpersonal skills with the ability to work well under pressure.
• Excellent communication skills.
• Problem-solving skills and critical thinking abilities.
• Proficient knowledge of accounting functions and computer applications, including Microsoft Excel.

Minimum Education:

• Bachelor’s degree preferred, but may be substituted for relevant work experience.

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be at their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.  Below is a list of just some of the benefits we offer: generous paid time off; eleven paid holidays per year; time off for bereavement or jury duty; paid leave for new parents; comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSA or HSA; FSA for dependent care; supplemental AFLAC policies for medical care; excess liability coverage; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup care for children and adults; senior care planning support; and resources for individuals with development disabilities and their caregivers.

Benefits may vary by position and office.

Holland & Knight is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran or any other protected class.

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.