Senior Accountant

Overview

This role involves leading full-cycle, GAAP-based accounting for a portfolio of clients while serving as a primary point of contact for accounting advisory and reporting. Experience in legal practices and non-profit organizations is needed, along with comfort operating in a multi-entity, high-volume transaction environment.

Responsibilities

Multi-Client Financial Management & Operations

• Manage end-to-end accounting cycle, including full month-end, quarter-end, and year-end closes across a portfolio of clients
• Perform daily compound reconciliations and monthly reconciliations for multi-account bank activity, accruals, credit cards, and balance sheet items
• Prepare monthly financial statement packages, including P&L, Balance Sheet, Statement of Cash Flows, and Budget vs. Actual reports, tailored to client leadership and CPA partners
• Interpret financial data and communicate actionable insights to teams and leadership

Legal Industry Specifics

• Reconcile Three-Way IOLTA/Trust account ledgers in strict accordance with state bar rules and ethics guidelines
• Monitor client billable hours, trust retainers, hard/soft cost disbursements, and partner distributions
• Integrate legal billing platforms (e.g., Clio, MyCase, Practice Partner) with general ledger software

Non-Profit Industry Specifics

• Track restricted vs. unrestricted funds, grants, contributions, and pledged revenue under ASC 958
• Track expenditures against grant budgets, assist with Form 990 preparation, and support annual audit deliverables (e.g., Single Audits/Uniform Guidance)
• Prepare functional expense allocations (Program, Management/General, Fundraising) for operational visibility

Requirements

• 6+ years of progressive full-cycle GAAP accounting experience
• Prior multi-client, outsourced accounting, or public accounting experience required
• Direct exposure to either:
  • IOLTA/Trust accounting (legal sector), or
  • Fund/Grant accounting (NFP sector)

Technical Proficiency

• Advanced command of QuickBooks Online required; Sage Intacct and NetSuite are a plus
• Advanced Excel skills (PivotTables, VLOOKUP/XLOOKUP, data manipulation)
• Experience with billing platforms, including Bill.com and Expensify
• Industry-specific billing tools such as Clio, MyCase, Aplos, etc.

Education

• Bachelor’s degree in accounting or finance required

Core Competencies

• Strong analytical rigor
• Intentional time management and ability to manage deadlines
• Solid technical aptitude
• Absolute integrity with sensitive financial data
• Direct, clear, professional communication with a positive and confident approach

Compensation & Benefits

• Wage range reflects factors such as skills, experience, training, certifications, and business needs

Equal Employment Opportunity

The organization provides Equal Employment Opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law, and evaluates applicants and employees without regard to any of these characteristics. Discrimination is not engaged in or tolerated.