Legal Accounts Assistant

Legal Accounts Assistant

Competitive Salary (Negotiable depending on experience)

TSR Legal are proud to be working with a growing law firm who are currently expanding in Somerset and the South West.

They are currently seeking an experienced Legal Accounts Assistant to join their central team, supporting the Accounts Manager. This position will be based at either their Shepton Mallet or Bristol office.

Job Purpose

As the Accounts Assistant reporting to the Accounts Manager, you will play a crucial role in ensuring a seamless and friction-free accounts service to the legal team. This highly visible position involves regular interaction with Directors and Heads of Department, with a primary focus on overseeing financial operations.

Working closely with the Accounts Manager, you will be supported by an Apprentice Accounts Assistant. Your responsibilities will include managing day-to-day accounts functions such as maintaining cash flow, checking supplier invoices, monitoring expense claims, approving invoices, overseeing residual balances, addressing queries, and providing management reports as needed.

Responsibilities and Duties

• Day-to-day processing and auto reconciliation of Client and Office accounts in compliance with SAR and VAT regulations.
• Ensure accurate and efficient handling of daily tasks, including Client Receipts and Payments, Office Receipts and Payments, Billing, Supplier and Nominal Ledgers, checking Completion Packs, and end-of-day balancing and reporting.
• Adhere to established processes and workflows.
• Run required Accounts reports.
• Administer the online banking system.
• Promptly address and report any work issues or problems to the Accounts Manager.
• Answer all telephone calls promptly and handle staff queries.
• Assist the firm in adhering to Solicitors Accounts Rules.
• Ensure compliance with the firm's policies and procedures.

Essential Criteria

• 3 years' previous experience in a similar role.
• AAT or similar qualifications preferred.
• Experience in daily accounting tasks, including purchase ledger, client account reconciliations, transfers, disbursements/recharges/expenses, and VAT.
• Experience in WIP, billing, and credit control.
• Familiarity with cash flows, trial balances, management accounts, and report analysis (ideal but not essential).
• Previous UK legal finance experience with knowledge of legal terminology.
• Sound knowledge of the SRA Accounts Rules for compliance.
• Ability to work in a high-pressure environment and meet deadlines, especially at month/year end.
• Experience with accounting and case management software (SOS Connect/Practice Manager experience preferred but not essential).

On offer is the chance to work for a growing South West practice with excellent benefits.

Contact Rachel Phillips at TSR Legal or apply directly below: