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TopDog Law

Trust Accounting Specialist

RemoteUnited States only
Published
Role
Finance
Experience
Mid
Employment
Full-time
Company size
Mid-size
$70k–$90k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Accounting or finance professional with 3+ years of experience in accounting, financial analysis, treasury, banking operations, trust operations, or escrow. Must have strong accounting principles knowledge, intermediate Excel skills, and excellent analytical and problem-solving abilities. Experience with attorney trust accounting, IOLTA, or NetSuite is preferred.

Required skills

Excel

Optional skills

attorney trust accountingIOLTAescrowNetSuiteFilevineACH originationelectronic payment workflows

What you'll do

  • 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 they require

  • 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.
  • 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.

Benefits

  • Medical, dental, and vision insurance
  • 401(k) with company match
  • HSA
  • life insurance
  • disability coverage
  • paid time off
  • parental leave
  • Equal Opportunity Employer

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.

🇺🇸 United StatesLegalStartup
$70k–$90k/yr