Trust Accounting Specialist

Summary

TopDog Law is a nationally scaling personal injury firm focused on delivering strong client experiences and outcomes through integrated legal operations. The Trust Accounting Specialist validates, reconciles, and monitors client trust transactions, ensuring compliance with State Bar requirements while coordinating with legal, finance, banking, and Accounts Payable teams.

Responsibilities

• Review and validate trust disbursement requests originating from Filevine against settlement statements and supporting documentation
• Map and code disbursement transactions to the appropriate accounts within NetSuite
• Review check images in the RDC staging queue, validate against the correct client, bank account, and confirm the destination trust account before deposit
• Initiate ACH and wire transactions in the payment platform
• Perform client-level trust reconciliations in accordance with applicable State Bar requirements across all active state jurisdictions
• Research and resolve discrepancies, outstanding checks, returned payments, and exception items within established SLAs
• Prepare reconciliation schedules, reports, and audit support documentation
• Monitor trust balances, aging items, and exception queues — escalate exceptions
• Partner with legal, finance, banking, and AP teams to resolve complex trust issues
• Recommend process improvements and automation opportunities within daily workflows
• Support internal and external audits and State Bar compliance reviews
• Perform other duties and special projects as assigned

Skills

• Bachelor's degree in Accounting, Finance, Business Administration, or related field, or equivalent experience
• 3+ years of experience in accounting, financial analysis, treasury, banking operations, trust operations, escrow, or related financial functions
• Strong understanding of accounting principles, reconciliations, and financial controls
• Intermediate to advanced Excel skills, including PivotTables, lookup functions, and working with large datasets
• Strong analytical, organizational, and problem-solving skills with high attention to detail
• Excellent communication skills with the ability to work cross-functionally
• Experience with attorney trust accounting, IOLTA, escrow, or banking operations
• Experience with NetSuite, Filevine, or similar ERP / case management systems
• Experience supporting audits, compliance initiatives, or financial reporting
• Knowledge of State Bar trust accounting requirements or other regulated financial environments
• Familiarity with ACH origination and electronic payment workflows

Qualifications

Must Haves

• Bachelor's degree in Accounting, Finance, Business Administration, or related field, or equivalent experience
• 3+ years of experience in accounting, financial analysis, treasury, banking operations, trust operations, escrow, or related financial functions
• Strong understanding of accounting principles, reconciliations, and financial controls
• Intermediate to advanced Excel skills, including PivotTables, lookup functions, and working with large datasets
• Strong analytical, organizational, and problem-solving skills with high attention to detail
• Excellent communication skills with the ability to work cross-functionally

Nice to Haves

• Experience with attorney trust accounting, IOLTA, escrow, or banking operations
• Experience with NetSuite, Filevine, or similar ERP / case management systems
• Experience supporting audits, compliance initiatives, or financial reporting
• Knowledge of State Bar trust accounting requirements or other regulated financial environments
• Familiarity with ACH origination and electronic payment workflows

Benefits

• Eligible for performance-based bonus
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with company match
• HSA
• Life insurance
• Disability coverage
• Paid time off
• Parental leave
• Fully remote work arrangement