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Accounting Intake Specialist

$60k - $85k

Creative Financial Staffing

Accounting Intake Specialist

Location: Cleveland, OH

Salary: $60,000-$85,000

Benefits: Hybrid flexibility, bonus potential, 401K match, 4 weeks PTO

Why This Opportunity Stands Out

  • Hybrid schedule with a respected downtown Cleveland law firm
  • Be the financial gatekeeper for new client and matter setup
  • High visibility across Finance, Billing, and Intake teams
  • Opportunity to develop expertise in legal accounting and billing operations

Key Responsibilities

  • Oversee the financial onboarding and setup of new clients and matters within the firms accounting system.
  • Review intake information to ensure accuracy and completeness before financial setup.
  • Establish and maintain client billing rates, fee arrangements, and matter-specific financial details.

Qualifications

  • Experience in accounting, billing, finance operations, legal billing, or client/matter intake.
  • Strong attention to detail with the ability to manage multiple priorities.
Creative Financial Staffing
Vacancy posted 3 days ago
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