Cash Receipts Specialist

About the Role:

We’re seeking a detail-oriented and dependable Cash Receipts Specialist to join our law firm’s accounting team. In this role, you’ll be responsible for accurately processing and applying client payments, maintaining financial records, and supporting billing and collections in accordance with firm policies. You will play a critical part in ensuring timely reconciliation of receipts, supporting billing and collections, and maintaining precise financial records. This position is ideal for someone who thrives in a fast-paced, high-volume environment and values accuracy and efficiency.

Key Responsibilities:

Process and post client payments (checks, ACH, wire, credit card) using Perfect Practice

Reconcile daily cash receipts and maintain accurate logs

Allocate funds accurately, including partial payments, overpayments, and unapplied cash.

Maintain daily cash receipts logs and reconcile with Perfect Practice.

Handle trust account deposits and client refunds

Collaborate with AR and billing teams to resolve discrepancies, unidentified payments, and misapplied transactions.

Prepare journal entries and transmit deposits to banks

Maintain escrow accounts and support special projects as needed

Perform other duties or special projects as assigned by management.

What You Bring:

High school diploma required; Associate’s or Bachelor’s in Accounting/Finance preferred

Experience in legal or professional services accounting is a plus

Familiarity with legal billing practices, foreclosure/bankruptcy timelines, and investor/regulatory requirements (Fannie Mae, Freddie Mac, FHA) is a plus.

Proficiency in Microsoft Office; familiarity with Perfect Practice and client portals (ICE, Tempo, PAID) preferred

Strong attention to detail, organization, and communication skills

Ability to work independently and collaboratively in a deadline-driven environment

Physical Requirements:

This role involves standard office duties including sitting, typing, and occasional lifting (up to 20 lbs).

If you thrive in a fast-paced, high-volume setting and take pride in delivering accurate work, Diaz Anselmo & Associates P.A. invites you to join our dynamic, multi-state team dedicated to excellence in legal support and corporate services. Take the next step in your career—apply today!