Client Funds Specialist

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position is based in the Firm's global operations center in Tampa, FL. General Description: We are seeking a Client Funds Specialist to join our team. The Client Funds Specialist will be responsible for managing, tracking, and reconciling client-related financial transactions with accuracy, transparency, and timeliness. This role ensures proper handling of client funds, supports internal and external stakeholders, maintains compliance with financial policies and regulatory requirements, and provides high quality service to both clients and internal teams. Key Responsibilities and Essential Job Functions: Process bank transactions, including deposits and disbursements. Ensure that deposits are recorded to the appropriate client matter and that disbursements have appropriate supporting documentation and approvals. Set up vendors to meet IRS criteria, including minimal comprehension of tax laws. Prepare Bank Reconciliations and resolve any discrepancies. Manage Trust Accounts to comply with state regulations and firm policies. Manage bank account opening and maintain good banking relationships, including signature account maintenance, assisting with on-line access, and entitlements. In-depth research for transactions and payments. Store and file records of transactions. Special projects and additional duties as assigned. Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law. Special projects and duties as assigned. Required Skills: Strong verbal, mathematical, written, and analytical skills. Excellent organization skills and sense of urgency to requests. Adaptable to changing priorities and work demands. Excellent interpersonal skills with the ability to work well under pressure. High ability to work independently as well as with others in a team setting. Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365. Required Qualifications & Education: 2 - 5 years relevant accounting and finance experience. Bachelors of Finance, Accounting, Math, or Economics Degree. Physical Requirements: Ability to sit or stand for extended periods of time. Moderate or advanced keyboard usage. Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health