Legal Bookkeeper

Overview

This role involves a client-facing Legal Bookkeeper position for bookkeeping clients. The ideal candidate has strong bookkeeping knowledge and enjoys working directly with clients. This is a full-time hire in a dynamic, fast-paced environment.

Responsibilities

• Serve as the primary point of contact for 10–15 bookkeeping law firm clients.
• Support onboarding and setup for new bookkeeping clients, ensuring a smooth experience.
• Maintain high-quality month-end processes and procedures to ensure clients receive accurate books.
• Perform daily data entry through multi-month “messy” IOLTA trust cleanups and partner-facing calls.
• Manage billing portals (Clio, etc.), bank/credit card accounts, accounts payable, and final, self-reviewed financial reporting packages.
• Support optional payroll and AP/1099 reporting if required.
• Be able to independently balance complex legal tech stacks and handle regulatory trust tracking (3-way reconciliations).
• Perform other related duties as needed, including assisting with service sales, identifying opportunities for additional services, and encouraging client participation in educational events and firm initiatives.

Requirements

• 4+ years of full-charge bookkeeping experience within a professional services environment.
• Direct legal bookkeeping experience is non-negotiable.
• Dedication to the client experience (internal and external customers).
• Experience managing at least 10 accounts at once.
• Exceptional organizational and follow-up skills.
• Proven ability to:
  • Balance a balance sheet
  • Manage fixed assets
  • Execute accrual/adjusting entries
  • Untangle trust accounts
• Direct legal vertical experience, including:
  • IOLTA trust compliance
  • Legal software
  • Managing 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 quickly learn new technology and bookkeeping systems (experience with multiple systems is a plus).
• High attention to detail.
• Education: Associate or bachelor’s degree in accounting or finance, or equivalent senior-level accounting field experience.

Compensation & Benefits

• Pay rate: $27 per hour
• Schedule: 40 hours per week
• Medical, Dental, Vision: employer pays 75% for you and your family
• 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

WFH or come to the office (choice is yours).