Client Funds Refund Coordinator

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:

The Clients Funds Refund Coordinator is responsible for managing the Firm’s client funds money to comply with various state bar rules and firm policies.
 

Key Responsibilities and Essential Job Functions:

• Coordinate refund workflow within Client Funds.
• Research and verify refund requests, as needed, by collaborating across Firm departments to obtain proper information for processing proper payee, approval and backup.
• Primarily focused on refunds, with the ability to support deposit, disbursement, and approval functions.
• Compile necessary documentation, such as attorney approval, payment backup, return instructions and confirmations, and the Refund Form.
• Coordinate with internal teams to gather missing information or clarify discrepancies in refund requests.
• Maintain detailed records of refund cases to support audit and reporting.
• 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.
• Strong attention to detail.
• Research proficiency.
• Demonstrated ability to organize and prioritize work effectively to ensure objectives are completed on a timely basis.
• Ability to interpret and identify issues and seek solutions.   
• Knowledge of accounting functions and computer applications.
• Ability to draw conclusions based on relevant information and experience, particularly related to fraud detection.
   

Required Qualifications & Education:

• Minimum 5 years’ relevant accounting and finance experience.
   

Preferred Qualifications & Education:

• BA /BS 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 is a list of just some of 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 advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

Benefits may vary by position and office.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.