Job Title: Legal Cashier
Department: Finance
Reports to: Finance Manager / Head of Finance
Location: Basingstoke 

About Phillips Law

Phillips Law was formed in 1986, and since then we have been committed to building the region’s strongest, dynamic, full-service law firm built on foundations of traditional values.

In 2025 we continue to be featured in the  Legal 500– a globally recognised legal directory that serves as a comprehensive guide for clients seeking premium legal services.

At Phillips Law our values mean we pull in the same direction, tell it like it is, do the right thing, break the mould, and deliver on our goals.

Purpose of the Role

The Legal Cashier plays a key role in ensuring the accurate and compliant financial management of the firm’s client and office accounts. This role involves maintaining financial records in accordance with the Solicitors Regulation Authority (SRA) Accounts Rules, processing daily transactions, and supporting the Finance Team with reconciliations, reporting, and month-end processes.

Key Responsibilities

Financial Processing & Compliance

• Manage all client and office account transactions in accordance with SRA Accounts Rules.
• Post incoming and outgoing payments promptly and accurately.
• Reconcile client bank account daily and investigate discrepancies.
• Monitor client ledger balances and ensure funds are dealt with appropriately.
• Check & approve sales invoices & completion statements.
• Ensure VAT is recorded and applied correctly in line with HMRC requirements.
• Processing daily client to office transfers.
• Processing of banking of cheques.

Cash Flow & Banking

• Prepare and process bank payments, CHAPS, and BACS transfers.
• Record and reconcile deposits, cheques, and online payments.

Reporting & Month-End

• Assist with audit preparation and respond to auditor queries.
• Maintain accurate and complete records for internal and regulatory reporting.

Team & Collaboration

• Work closely with fee earners and support staff to ensure compliance and accuracy.
• Provide guidance to staff on financial procedures and SRA rules when required.
• Contribute to improving processes, controls, and reporting within the Finance Team.

Skills & Experience

Essential

• Proven experience as a Legal Cashier or in a similar finance role within a law firm.
• Strong understanding of SRA Accounts Rules and legal accounting principles.
• Excellent attention to detail and accuracy.
• Strong IT skills, particularly in legal accounting software (e.g., LEAP, Xero, or similar) and Excel.
• High level of integrity, confidentiality, and professionalism.

Desirable

• ILFM qualification or equivalent finance certification.

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