Kegler Brown is not a typical law firm and working here does not bring a typical experience. We've become a destination for forward-thinking attorneys and professionals looking to work with some of the world's most innovative companies in a way that brings out the best in their practices. Throughout the years, we've built a team of creative professionals who contribute to an uncommon culture that encourages our attorneys to build individual practices on their own terms in an open, friendly atmosphere.

Founded in 1964, Kegler Brown has served as counsel to some of the world’s best-known and best-loved brands from its Ohio offices. We provide a comprehensive range of legal services with more than 80 lawyers firm-wide comprising more than 100 specific areas of practice focus. We are headquartered in Columbus, Ohio, with offices in Cleveland and Marion.

Our Non-Discrimination Policy: We provide equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, ancestry, citizenship, non-disqualifying disability, or other legally protected status.

Accounting Client Services Coordinator

Columbus

Position Summary

Performs accounting functions associated with accounts receivable, work in process and collections.

Essential Responsibilities

Essential job responsibilities include the following. Other duties may be assigned to meet business needs.

  • Apply payments, research, resolve payment discrepancies, and make adjustments as needed.
  • Process credit card payments.
  • Prepare weekly manual deposits.
  • Review open accounts for collection efforts and make outbound collection calls.
  • Effectively communicate with clients by telephone and by e-mail to verify accuracy of charges, or to correct errors in accounts.
  • Coordinate collection efforts with internal team members.
  • Generate and send monthly statements.
  • Prepare monthly reports for Finance Committee and various reports for the CFO.
  • Work closely with the Billing Department concerning client bills.

Qualifications

  • Understanding of general accounting principles.
  • Manage multiple tasks and meet deadlines with an acute attention to detail.
  • Approach all work with a client service attitude and sense of urgency.
  • Communicate effectively with internal and external clients.
  • Apply methods of critical thinking and deductive logic.
  • Good oral and written communication skills.
  • Computer skills that include knowledge of Microsoft Office, some knowledge of collection software is desired.

Education/Training/Experience

High school diploma or GED; three or more years of experience or training; or equivalent combination of education and experience. 

Please email jeldridge@keglerbrown.com

Paralegal – Estate Planning

Columbus

Assist our attorneys with the representation of existing and potential estate planning clients. This position has a great deal of client interaction so candidate must possess strong customer service skills and be comfortable with direct client contact.

Responsibilities

  • Analyze and review existing estate plan documents, financial statements, and gift tax returns.
  • Prepare client balance sheets in Excel.
  • Prepare self-calculating illustrations of clients’ estate planning documents in Excel.
  • Prepare all estate plan documents.
  • Direct contact for any incoming client communications.
  • Participate in planning and review meetings with attorney and client.
  • Maintain records and notes for client files.
  • Maintain and update Estate Planning department brochures and client marketing materials.
  • Coordinate Trust funding document preparation, where necessary, with real estate paralegals and attorneys.
  • Prepare Certificates of Trust for privacy when funding client’s Trusts.
  • Communicate with client(s) financial and tax team of advisors.
  • Performs other duties as assigned.

Job Requirements + Qualifications

To perform the job successfully, an individual should demonstrate the following competencies:

  • Accounting experience preferred.
  • Advanced knowledge of Excel.
  • Strong writing and proof-reading skills.
  • Strong organizational, drafting and research experience.
  • Commitment to our firm’s customer service philosophies and standards.
  • Listens and requests clarification when necessary; responds well to questions.
  • Balances team and individual responsibilities; contributes to building a positive team spirit.
  • Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality.

Education

  • Paralegal certification

Other

  • Licensed Ohio Notary 
Please email jeldridge@keglerbrown.com