Trust Accounting Specialist

Job description

Our Story TopDog Law is not your typical law firm. We're a nationally scaling personal injury firm built for impact and growth — owning the client experience end-to-end, from marketing and intake through litigation. We believe that world-class marketing, paired with exceptional legal talent and operations, creates better experiences and outcomes for clients and the business alike. Over the past three years, we've grown 2–3x year over year, setting a new standard on the marketing side of the personal injury space and proving what's possible when strategy, speed, and execution align. Now we're applying that same discipline and innovation to firm operations, case management, and national scale — intentionally building the infrastructure, systems, and teams to grow without sacrificing quality, culture, or accountability. We are a fully remote team that share trust, open communication, and a commitment to doing great work. If you love ownership, thrive in a fast-moving environment, and want to help build something exceptional, you'll feel right at home here. The Opportunity The Trust Accounting Specialist is responsible for validating, reconciling, and monitoring client trust transactions to ensure accuracy, compliance, and adherence to applicable State Bar trust accounting requirements. This role serves as a key control point between legal operations, finance, banking, and Accounts Payable — ensuring trust funds are accurately received, maintained, and disbursed. This work requires domain-specific knowledge: IOLTA rules, matter-level trust reconciliation, State Bar accountability, and the compliance consequences of errors. Candidates who understand regulated financial environments and want to grow within a compliance-driven legal finance operation will thrive here. This position is ideal for a detail-oriented accounting or finance professional who enjoys problem solving, process improvement, and leveraging technology to enhance financial operations. Career path leads to Senior Trust Operations Specialist. What You Will Own 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. What You Bring Required: 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. Preferred (Nice to Have): 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. Who Thrives Here (Core Values) We don't hire on resumes alone. We hire for competence, character, and mindset. Embrace Change: Open to feedback, embracing change, and always asking "what's next?" Committed: You care deeply, have your teammates' backs, and show up to build something lasting. No-Ego Energy: Positive, professional, and solutions-oriented. Drama stays at the door. Ownership: You do what you say, follow through, and treat the business like it's yours. Fast & Hungry: You move with urgency, thrive under high expectations, and are motivated by growth and impact. What We Offer Base Salary: $70,000 and $90,000 per year, commensurate with experience Eligible for performance-based bonus Our job postings reflect the compensation range for the specific market and location of each role. Ranges vary by geography based on local market rates and cost of labor. Benefits include: Medical, dental, and vision insurance, 401(k) with company match, HSA, life insurance, disability coverage, paid time off, and parental leave. Equal Opportunity Employer We are an equal opportunity employer. Employment selection and related decisions are made without regard to age, race, color, national origin, religion, sex, disability, sexual orientation, gender identification, or being a qualified disabled veteran or qualified veteran of the Vietnam era or any other category protected by Federal or State law. DISCLAIMER: TopDog Technologies, Inc. [TopDog Law, P.A.] [TopDog Law SE, PLLC] ("TopDog") may use artificial intelligence (AI) and automated decision-making tools to assist in screening and evaluating candidates for employment positions, including whether to advance a candidate in the application process. These tools assess job-related qualifications and characteristics—such as work experience, education, and skills relevant to the position as described in the job posting—based on information you provide in your application materials (e.g., resume, application responses, and other submitted materials, if any). All adverse decisions affecting your candidacy are reviewed by a human member of our Talent Acquisition team before being finalized. AI does not make the final decision on your candidacy. If you have questions about this notice, wish to request additional information about how AI was used in a decision affecting you, wish to request correction of inaccurate data, or need a reasonable accommodation that is required by law regarding TopDog Law's use of these tools, please contact: Talent Acquisition Department | [recruitment@topdoglaw.com](mailto:recruitment@topdoglaw.com)