Client Funds Specialist

Client Funds Specialist

Based in the Firm's global operations center in Tampa, FL.

• Process bank transactions, including deposits and disbursements.
• Ensure deposits are recorded to the appropriate client matter and that disbursements have appropriate supporting documentation and approvals.
• Set up vendors to meet IRS criteria, including minimal comprehension of tax laws.
• Prepare bank reconciliations and resolve any discrepancies.
• Manage trust accounts to comply with state regulations and firm policies.
• Manage bank account opening and maintain good banking relationships, including signature account maintenance, assisting with online access, and entitlements.
• Conduct in-depth research for transactions and payments.
• Store and file records of transactions.
• Complete special projects and additional duties as assigned.
• Maintain a regular and predictable work schedule and full attention to work activities during business hours unless otherwise approved or required by applicable law.

• Strong verbal, mathematical, written, and analytical skills.
• Excellent organization skills and sense of urgency for requests.
• Adaptable to changing priorities and work demands.
• Excellent interpersonal skills with the ability to work well under pressure.
• High ability to work independently as well as with others in a team setting.
• Knowledge of or ability to learn Microsoft Office Suite or Microsoft
  365.

2–5 years relevant accounting and finance experience.

Bachelor's degree in Finance, Accounting, Math, or Economics.

Ability to sit or stand for extended periods of time; moderate or advanced keyboard usage.

• 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 FSAs and HSAs.
• FSAs for dependent care.
• Health advocacy services.
• Behavioral health and counseling resources for all family members.
• 401(k) and profit sharing.
• Backup dependent care.
• Senior care planning support.
• Resources for individuals with developmental disabilities and their caregivers.
• Paid holidays and other paid time off, including paid leave for new parents.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other factor prohibited by law. Applicants who require an accommodation during the application process should contact Appl