Accounting Clerk Job at Sweet James LLP, Newport Beach, CA

  • Sweet James LLP
  • Newport Beach, CA

Job Description

Job Description

Job Description

Sweet James Accident Attorneys is one of the nation’s premier personal injury law firms, recognized for delivering exceptional results, unmatched client service, and a people-first culture. As we continue expanding our team, we are seeking a motivated, detail-oriented, and sharp Accounting Assistant with our Cost Desks team , to support our fast-paced and high-performing legal team.

 

This is more than just a support role — it’s an opportunity to build a long-term career with a respected and rapidly growing law firm that values growth, teamwork, accountability, and professional development.

If you thrive in a collaborative environment, enjoy meaningful work that makes an impact, and want to be part of a team that truly values its employees, we encourage you to apply.

 

Cost Management

• Oversee accurate recording, categorization, and reimbursement of litigation costs (medical records, filing fees, expert witness expenses, etc.)

• Audit cost entries in the case management system to ensure alignment with invoices and supporting documentation

• Monitor aging cost reports and ensure timely cost recovery from settlements

• Coordinate with attorneys, paralegals, and case managers to resolve discrepancies

 

Deposit Desk Operations

• Supervise processing of all incoming client settlement funds, retainers, and reimbursements into the trust account

• Ensure deposits are logged, reconciled, and allocated to the correct matters promptly

• Verify all deposits comply with IOLTA requirements

• Oversee remote deposit capture, wire transfers, and bank courier processes

 

Team Leadership

• Anticipates issues, identifies root causes, and implements effective solutions.

• Supports, mentors, and develops team members to reach individual and department goals.

• Assign daily priorities, monitor workflow, and ensure SLAs are met.

• Conduct training on trust accounting compliance and firm policies

• Takes ownership of deliverables and holds self and team to high performance standards.

 

Compliance & Reporting

• Prepare reconciliations of cost accounts and trust accounts

• Develop, and maintain SOPs for cost tracking and deposit handling

 

Cross-Department Collaboration

• Work closely with other Legal Support teams to confirm final settlement statements include all recoverable costs

• Liaise with Medical Liens and Disbursement teams to ensure funds are properly allocated

• Partner with IT to enhance cost and deposit tracking workflows to identify efficiencies

 

Qualifications

REQUIRED

    • 3+ years of experience in law firm accounting, preferably in Personal Injury or contingency-based practices
    • Strong knowledge of Trust accounting rules and IOLTA compliance
    • Proven experience managing cost tracking and high-volume deposit operations
    • Strong Excel and data reconciliation skills
    • Excellent attention to detail and ability to work under tight deadlines

PREFERRED

    • Experience in a multi-state law firm environment
    • Familiarity with other state trust accounting rules
    • Supervisory experience in a high-volume finance setting

 

Core Competencies

• Accuracy and attention to detail

• Strong organizational and time management skills

• Clear and professional communication

• Problem-solving and process improvement mindset

• Ability to lead and motivate a team

 

Join Our Team!

At Sweet James, we don't just offer jobs - we build careers. If you're ready to join a firm that values excellence with an unwavering passion for life changing results, we'd love to hear from you.

\nCompany Description

Sweet James Accident Attorneys is a rapidly growing, AI-powered personal injury firm based in Orange County, CA. In less than a decade, we've built a nationally recognized brand and a proprietary AI and automation stack that make us one of the largest and most efficient providers of legal services in the country. Our growth runs on a culture of excellence, compassion, and results: Our team is committed to exceptional client experience and to supporting one another in a fast-paced, collaborative environment. We invest in our people, encourage professional growth, and provide meaningful opportunities to build rewarding careers while making a real impact in our clients' lives.

Company Description

Sweet James Accident Attorneys is a rapidly growing, AI-powered personal injury firm based in Orange County, CA. In less than a decade, we've built a nationally recognized brand and a proprietary AI and automation stack that make us one of the largest and most efficient providers of legal services in the country. Our growth runs on a culture of excellence, compassion, and results: Our team is committed to exceptional client experience and to supporting one another in a fast-paced, collaborative environment. We invest in our people, encourage professional growth, and provide meaningful opportunities to build rewarding careers while making a real impact in our clients' lives.

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