Accounting Manager

Overview

This role is a full-time Fractional Law Firm Accounting Manager position within the organization’s bookkeeping/accounting department. The position is client-facing and includes team leadership responsibilities. The manager will serve as a primary reviewer and point of contact for a portfolio of law firm clients, ensuring accurate monthly financial packages and compliant legal trust accounting.

Responsibilities

• Serve as the primary point of contact for a small portfolio of law firm clients.
• Act as the final reviewer for all monthly financial packages produced by the accounting team before delivery to law firm partners.
  • Verify each client file meets standards and maintains accurate 3-way IOLTA matching.
• Personally take over and execute the most severe, backlogged, or out-of-balance historical trust account cleanups and complex multi-entity onboarding files.
• Supervise and mentor new or struggling team members.
  • Design and implement structured training plans to close operational skill gaps regarding Clio mapping, trust rules, and self-review techniques.
• Oversee onboarding and setup for new bookkeeping clients and ensure a smooth client experience.
• Build, refine, and maintain internal firm workflows, standardized closing checklists, and quality control systems to support scalability as client volume increases.
• Monitor team portfolio health by tracking deadlines, workload distribution, and client satisfaction metrics; report directly to the Director.
• Manage end-to-end accounting tasks, including:
  • daily data entry through multi-month trust cleanups
  • partner-facing calls
  • billing portal work (Clio, etc.)
  • bank/credit card accounts
  • accounts payable
  • final, self-reviewed financial reporting packages
  • optional payroll and AP/1099 reporting if required
• Be immediately able to perform unassisted balancing of complex legal tech stacks and regulatory trust tracking (3-way reconciliations).
• Other duties may include assisting with the sale of this service, handling general client matters, and attending events to represent the service to clients.

Requirements

• 7+ years of progressive accounting experience within a professional services environment.
  • At least 2+ years supervising accounting staff or managing cross-client operations in an agency setting.
  • Direct legal accounting experience is non-negotiable, including extensive, demonstrable experience in law firm accounting workflows.
• Dedication to the client experience (internal and external customers).
• Experience managing at least 30 accounts at once.
• Expert-level understanding of financial statements, variance analyses, accrual/adjusting entries, and untangling severely neglected trust accounts.
• Direct legal vertical experience (IOLTA trust compliance and legal software).
  • Ability to manage daily synchronization and mapping between core cloud accounting ecosystems and legal practice management/billing software.
• Advanced, hands-on proficiency with QuickBooks Online and Clio (or equivalent legal tech platforms).
• Ability to learn new technology and bookkeeping systems quickly (experience with multiple systems is a plus!).
• High attention to detail and strong ability to identify discrepancies.
• Education: Bachelor’s degree in accounting or finance is required.
  • CPA license or active progress toward a CPA/Master’s designation is highly preferred.

Preferred Qualifications

• CPA license or active progress toward a CPA/Master’s designation.
• Experience with multiple legal and bookkeeping systems.

Compensation & Benefits

• Salary: $80,000 - $90,000 annually based on experience.
• Benefits: Company pays 75% of Medical, Dental, Vision insurance for you and your family.
• Bonuses: Quarterly bonuses based on performance.
• Unlimited vacation time.
• Education and learning budget for courses, events, and books.
• Simple IRA with a 3% match.
• Work style: WFH or come to the office (choice is yours).

Location

• Work style is flexible: WFH or come to the office (location not specified in the posting).

Equal Opportunity Employment

The employer is an Equal Opportunity Employer and provides equal opportunities to qualified applicants and employees regardless of race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state, or local laws. This includes Minority/Female/Disabled/Protected Veterans.