Company
Legal
LegalAccountsAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Legal Accounts Assistant. Skills: Legal accounting, Client accounts, Office accounts. Manage daily client account transactions. Perform daily reconciliations”
Industry & Context.
Identifying discrepancies; Resolving discrepancies
What They're Looking For.
Must Have
Previous legal accounts experience, Previous finance experience, Previous bookkeeping experience
Nice to Have
Working knowledge of SRA Accounts Rules, Experience supporting conveyancing teams, Familiarity with CQS standards, Experience with SRA file audits, Experience with compliance preparation
What You'll Do.
Manage daily client account transactions
Perform daily reconciliations
Perform monthly reconciliations
Monitor client balances
Resolve discrepancies
Process client billing
Process completion statements
Process financial queries
Support office account operations
Process supplier invoices
Assist with VAT administration
Assist with month-end finance
Support compliance with SRA Rules
Support internal financial controls
Assist with audit preparation
Liaise with external auditors
Identify finance process improvements
Improve finance procedures
Support financial report preparation
Work closely with conveyancing teams
Work closely with operational teams
Act as finance query point
Assist with general finance duties
Assist with administrative duties
Support month-end close processes
Process balance sheet reconciliations
Maintain financial records
Support management accounts preparation
How You'll Work.
Team & Collaboration
Work across teams; Work with conveyancing teams; Work with operational teams; Collaborative environment
Communication Scope
Finance queries
Full Job Description
Creating highly ethical and collaborative property partnerships. Role Summary We are seeking an experienced Legal Accounts Assistant to join our growing legal practice and support the day-to-day financial management of the business, with a particular focus on Conveyancing. This is an exciting opportunity to join a modern forward-thinking firm focused on delivering exceptional client service. Working closely with the Director of Finance, you will play a key role in managing both client and office accounts, ensuring compliance with Solicitors Regulation Authority (SRA) Accounts Rules, and gain supporting the wider financial operations of the practice. This is a varied and hands-on position suited to someone with previous legal finance or accounts experience who is looking to further develop their career within a collaborative and growing business. Your profile Key Responsibilities Client & Legal Accounts Manage daily client account transactions in line with SRA Accounts Rules Perform daily and monthly reconciliations of client account ledgers Monitor and maintain accurate client balances, identifying and resolving discrepancies promptly Process client billing, completion statements, transfers, and financial queries Ensure accurate record keeping and maintenance of legal accounting documentation Business Finance Support Support day-to-day office account operations including payments, banking, and reconciliations Process supplier invoices, expenses, and payment runs Assist with payroll, VAT administration, and month-end finance processes Maintain accurate financial records and support management reporting requirements Compliance & Reporting Support compliance with SRA Accounts Rules and internal financial controls Assist with audit preparation and liaise with external auditors where required Help identify and improve finance processes and procedures Support the preparation of financial reports and information for senior management Administration & Team Support Work clos
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