Controller
Company: ALIGN Executive Search
Location: Santa Ana
Posted on: April 1, 2026
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Job Description:
Segregation of Funds: Ensure strict separation of client money
from the law firm's operating capital, depositing all unearned fees
and client funds into a specific, properly labeled IOLTA or trust
account. Detailed Recordkeeping: Maintain meticulous, up-to-date
financial records for every single client matter using a
double-entry accounting system, documenting all deposits,
withdrawals, and current balances to ensure transparency and
accountability. Monthly Three-Way Reconciliation: Conduct regular
(preferably monthly) three-way reconciliations, which involves
matching the bank statement balance, the total of all individual
client ledgers, and the firm's internal checkbook/software ledger
balance exactly.
Keywords: ALIGN Executive Search, Whittier , Controller, Accounting, Auditing , Santa Ana, California
