Accounting Specialist – Personal Injury Law Firm

J&Y Law, a growing California-based personal injury law firm, is seeking a highly organized, detail-oriented, and experienced Remote Accounting Specialist to support our Accounting Department.
Prior accounting experience working directly for a U.S.-based law firm is mandatory. Candidates without law firm accounting experience will not be considered. Experience with personal injury law firms is strongly preferred.
The primary focus of this position is to support three critical accounting functions:
Settlement Disbursements (SD)
Case Cost Pulls and Verification
Accounting Case Costs (ACC)
The ideal candidate will have hands-on experience handling law firm accounting requests, processing settlement-related financial documentation, tracking case expenses, and maintaining accurate financial records.
This role requires someone who can work independently, manage a high volume of requests, meet strict deadlines, and communicate effectively with U.S.-based accounting and legal teams.
Key Responsibilities
1. Settlement Disbursements (SD)
Assist with preparing, processing, tracking, and coordinating settlement disbursement requests.
Review settlement-related documents for completeness and accuracy before submitting them for approval.
Assist with preparing settlement disbursement breakdowns and supporting financial documentation.
Coordinate with Case Managers, Settlement Specialists, Lien Negotiators, and Accounting personnel to obtain required information.
Verify settlement amounts, approved deductions, case costs, and other financial details against supporting records.
Track pending disbursements and follow up on outstanding requests.
Maintain organized and accurate records of settlement-related transactions.
Identify discrepancies and escalate them to the appropriate Accounting team member.
Ensure all disbursement requests follow established internal approval procedures.
Assist in reducing processing delays and improving overall settlement turnaround times.
2. Case Cost Pulls and Verification
Retrieve and compile case-related expenses from the firm's case management and accounting systems.
Review case costs for accuracy, completeness, and proper allocation.
Assist with preparing case cost summaries for settlement preparation and final disbursement.
Verify expenses associated with filing fees, medical records, expert witnesses, investigations, depositions, and other litigation-related costs.
Identify duplicate, missing, or incorrectly allocated case costs.
Coordinate with the Accounting and legal teams to resolve discrepancies.
Maintain accurate case cost tracking records and supporting documentation.
Respond to case cost requests within established turnaround times.
Assist with reconciling case costs before settlement disbursement processing.
Ensure case expenses are properly documented and assigned to the correct client matter.
3. Accounting Case Costs (ACC) and Check Requests
Process and track Accounting Case Cost (ACC) requests.
Prepare check requests and verify supporting invoices, documentation, and approval requirements.
Review vendor invoices and case-related expenses for accuracy.
Ensure expenses are properly assigned to the appropriate client or case.
Track pending, approved, and completed check requests.
Coordinate with Accounting personnel regarding payment status and outstanding requests.
Maintain organized records of case cost transactions and payment documentation.
Assist with identifying duplicate invoices or previously processed payments.
Follow up with internal departments regarding missing information or documentation.
Support accurate and timely processing of case-related financial transactions.
4. Accounting Support and Reconciliation
Assist with reconciling case expenses and settlement-related accounting records.
Maintain accurate spreadsheets, accounting logs, and transaction tracking reports.
Support the Accounting Department with daily administrative and financial requests.
Assist with identifying discrepancies between accounting records and case management systems.
Prepare financial summaries and reports as requested by management.
Maintain confidentiality of sensitive client, settlement, and financial information.
Follow established accounting procedures, internal controls, and approval requirements.
Escalate unusual transactions, discrepancies, or potential compliance concerns to the Controller.
5. Communication and Workflow Management
Communicate regularly with the U.S.-based Accounting Department.
Respond promptly to requests from Case Managers, Settlement Specialists, and other departments.
Prioritize time-sensitive settlement disbursement and case cost requests.
Maintain accurate tracking of open, pending, and completed assignments.
Provide daily progress updates and identify any outstanding issues.
Work independently while maintaining accountability for assigned responsibilities.
Assist in improving workflow efficiency and reducing accounting backlogs.
Required Qualifications – Mandatory
Candidates must meet all of the following requirements:
Minimum 2 years of direct accounting or bookkeeping experience with a U.S.-based law firm.
Prior experience handling law firm financial transactions, case expenses, settlement accounting, or legal billing.
Strong understanding of law firm accounting procedures and financial documentation.
Experience reviewing invoices, preparing check requests, tracking expenses, and reconciling financial records.
Understanding of client-specific accounting and the importance of accurate case cost allocation.
Proficiency in Microsoft Excel, including formulas, sorting, filtering, and reconciliation spreadsheets.
Strong written and verbal English communication skills.
Excellent attention to detail and ability to identify financial discrepancies.
Ability to manage multiple requests and meet deadlines in a high-volume environment.
Experience working directly with U.S.-based teams.
Ability to maintain strict confidentiality of client and financial information.
Availability to work the required Pacific Time schedule.
Applicants without direct U.S. law firm accounting experience will not qualify for this position.
Preferred Qualifications
Prior accounting experience at a U.S. personal injury law firm.
Experience processing personal injury settlement disbursements.
Familiarity with client trust accounting, settlement statements, and case cost reconciliation.
Experience with Litify, Salesforce, Filevine, CasePeer, or comparable legal case management software.
Experience with QuickBooks or other accounting systems used by law firms.
Familiarity with plaintiff-side litigation expenses, vendor payments, and settlement-related transactions.
Experience working with high-volume personal injury practices.
Prior remote experience supporting U.S. legal or accounting teams.
Remote Work and Technical Requirements – Mandatory
Due to the time-sensitive nature of settlement disbursements and accounting requests, consistent connectivity and availability are essential.
Candidates must have:
Reliable high-speed primary internet connection, preferably fiber.
A secondary backup internet connection, such as an alternative ISP or mobile hotspot.
A dependable power backup solution, such as a UPS, inverter, or generator, capable of supporting continued work during outages.
A dedicated computer suitable for accounting systems, spreadsheets, and video conferencing.
A quiet, professional, and secure home workspace.
Reliable availability during assigned U.S. Pacific Time working hours.
Ability to participate in video meetings and maintain consistent communication through Microsoft Teams, email, and other approved platforms.
Candidates must be prepared to explain their internet and power backup arrangements during the screening process.
Performance Expectations
Success in this position will be measured by:
Accuracy: Minimal errors in settlement disbursements, case costs, and accounting requests.
Turnaround Time: Timely completion of SD, ACC, and case cost pull requests.
Productivity: Ability to manage and complete a consistent volume of accounting assignments.
Organization: Accurate tracking and documentation of pending and completed requests.
Communication: Prompt responses and proactive follow-up with internal departments.
Reliability: Consistent attendance, availability, and connectivity during scheduled working hours.
Compliance: Adherence to firm accounting procedures, approval requirements, and confidentiality standards.
Ideal Candidate Profile
We are seeking someone who has already worked in the Accounting Department of a U.S. law firm and understands the importance of accuracy, urgency, and confidentiality when handling client-related financial transactions.
The ideal candidate will not require extensive training on basic law firm accounting procedures and should be comfortable supporting settlement disbursements, reviewing case costs, processing check requests, and communicating with legal staff.
This is not a general administrative or entry-level bookkeeping position. We need someone with proven law firm accoun

Work arrangement
Yes