Staff Accountant

Job Description

Job Description

We are looking for an experienced Staff Accountant to join our client in Walnut Creek, California on a Contract to permanent basis. This position supports accounting operations and works to maintain accurate financial activity across multiple accounts. The ideal candidate brings strong transactional accounting experience, sound judgment, and the ability to manage detailed work in a fast-paced environment.

Responsibilities:

• Monitor trust accounting activity to ensure handling practices align with applicable state-specific compliance requirements.

• Post deposits, settlements, and client-related disbursements to the appropriate accounts based on attorney direction and established procedures.

• Move funds to operating accounts as needed to support payment of invoices and approved vendor obligations.

• Prepare and enter matter-level journal entries in the accounting system to maintain complete and accurate transaction records.

• Investigate aged or unresolved items, including outstanding checks, and take appropriate follow-up actions to clear exceptions.

• Produce trust balance reports, analyses, and ad hoc financial information requested by attorneys or internal stakeholders.

• Perform bank reconciliations and resolve open items so account activity is fully balanced and current.

• Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support smooth financial operations and issue resolution.

• Contribute to trust-related initiatives, including control improvements, aging balance reviews, annual 1099 preparation, and other assigned finance projects.

• At least 3 years of accounting experience, preferably within a legal, services, or similarly complex environment.
• Working knowledge of core accounting practices, including journal entries, general ledger activity, and transaction review.
• Demonstrated accuracy and strong attention to detail when processing high-volume financial activity.
• Ability to communicate effectively with attorneys, clients, and internal staff across multiple locations.
• Experience using accounting software in a business setting, along with solid Microsoft Office skills.
• Ability to manage competing priorities, respond quickly to new requests, and work effectively in a deadline-driven environment.
• Self-directed work style with strong organizational skills and the ability to operate with limited supervision.