Accounting Specialist

Florida Board Certified Elder Law Attorneys R. Kellen Bryant and Carla Trinca-Conley at Berg Bryant Elder Law Group, PLLC assist caregivers and families with asset protection planning. Our primary role is to assist seniors and their families in navigating the complex legal landscape associated with aging with decreasing mental capacity and physical ability. We cover a wide range of services designed to protect your loved ones’ rights and ensure your peace of mind.

Our experienced team provides personalized guidance and compassionate legal counsel tailored to the unique needs of every client.

Berg Bryant is seeking a responsible, detail-oriented Accounting Specialist to oversee the firm’s accounts receivable and payable functions. This role will work closely with the firm’s third-party bookkeeper to ensure accurate financial records. This role requires experience in legal billing, trust (IOTA) accounting, and client communication, with a strong focus on maintaining healthy cash flow and compliance with legal accounting standards.

THIS IS NOT A WORK FROM HOME POSITION.

• Set up client accounts in  and ensure accurate billing profiles.
• Generate and send invoices weekly through Actionstep; post payments promptly.
• Monitor accounts receivable aging reports and maintain 60+ day AR below $5,000.
• Proactively contact clients for collections and request additional retainers when needed.
• Draft final invoices and close-out letters for completed matters.
• Respond promptly and professionally to client billing inquiries.
• Ensure time entries from billable employees meet firm standards.
• Escalate collection issues to Attorney Pod Leaders for timely resolution.
• Log and invoice disbursements immediately.

• Coordinate with a third-party bookkeeper to process vendor invoices and payments.
• Upload documentation into record keeping software and review monthly reconciliations.
• Review and approve payables for accuracy and compliance with firm policies.
• Collect sensitive client information, maintaining confidentiality.
• Process client refunds at matter close.

• Set up and maintain trust accounts in Quick Books Online in compliance with FL Bar requirements.
• Record trust deposits, disbursements, and transfers accurately.
• Monitor bank fees to ensure FL Bar standards are met.
• Prepare and provide annual accountings for trust matters.
• Maintain accurate and organized financial records.
• Assist with month-end and year-end reconciliations.
• Support the firm’s leadership with financial reporting as needed.
• Perform other related duties to support the firm’s operations.

• Associate’s degree in accounting or relevant field;
  Bachelor’s degree preferred.
• 5+ years of AR/AP experience, preferably in a law firm or professional services environment.
• Proficiency with , Quick Books Online, and Actionstep (or similar private professional practice management software).
• Strong understanding of trust accounting and compliance requirements preferred.
• Excellent communication skills for client and vendor interactions.
• High attention to detail and organizational skills.
• Ability to work independently and meet deadlines.
• Familiarity with legal billing guidelines and retainer management preferred.

• Maintain 60+ day AR balance under $5,000, excluding pay events.
• Timely and accurate invoicing on 2-week cadence for each legal team and daily payment posting.
• Compliance with trust accounting rules and deadlines.
• Positive client feedback on billing interactions.
• 12–24-hour response time to clients and bookkeeper inquiries.
• Prompt and precise financial ad-hoc reporting.

• Competitive salary based on location, experience, and qualifications
• Accrued PTO and Personal Time policy plus paid holidays
• Health benefits, including medical, dental, vision, FSA, and Short-term Disability with employer contribution
• 401k with employer match

• 145 Land Grant Street, Suite 6, St, Augustine, FL 32092
• Monday – Friday (8:30a – 5:00p)
• No nights or weekends required
• 0% out-of-town travel, 3-5% in-town travel (banks, courthouse, off-site signings)