Fractional Legal Bookkeeper (Full Time Role)

Overview

An organization is seeking a full-time Legal Bookkeeper to serve in a client-facing role supporting bookkeeping clients within the legal sector. This position is ideal for an experienced bookkeeping professional with a strong understanding of legal bookkeeping and a passion for client interaction. The role offers the opportunity to work in a dynamic, fast-paced environment.

Responsibilities

• Act as the primary point of contact for 10-15 law firm bookkeeping clients.
• Assist with onboarding and setup for new bookkeeping clients to ensure a smooth transition.
• Maintain high-quality month-end processes and procedures to deliver accurate financial records.
• Manage daily data entry, multi-month IOLTA trust cleanups, and partner-facing communications.
• Handle billing portals (e.g., Clio), bank and credit card accounts, accounts payable, and prepare final, self-reviewed financial reporting packages.
• Optionally manage payroll, accounts payable, and 1099 reporting as required.
• Independently balance complex legal technology stacks and regulatory trust tracking, including 3-way reconciliations.
• Support sales efforts for bookkeeping services and identify opportunities for additional client services.
• Encourage client participation in educational events and firm initiatives.

Requirements

• Minimum of 4 years of full-charge bookkeeping experience in a professional services environment.
• Direct legal bookkeeping experience is mandatory.
• Experience managing at least 10 client accounts simultaneously.
• Strong dedication to client experience for both internal and external customers.
• Exceptional organizational skills and follow-up capabilities.
• Proven ability to balance balance sheets, manage fixed assets, execute accrual and adjusting entries, and resolve trust account complexities.
• Expertise in legal vertical bookkeeping, including IOLTA trust compliance and legal software.
• Experience managing synchronization and mapping between cloud accounting systems and legal practice management/billing software.
• Advanced hands-on proficiency with QuickBooks Online and Clio or equivalent legal technology platforms.
• Ability to quickly learn new bookkeeping technologies and systems; experience with multiple platforms is a plus.
• High attention to detail with the ability to identify discrepancies.
• Education: Associate or bachelor's degree in accounting or finance, or equivalent senior-level accounting experience.

Compensation & Benefits

• Hourly rate: $27 per hour.
• Full-time, 40 hours per week.
• Employer covers 75% of medical, dental, and vision insurance premiums for employees and their families.
• Opportunity to earn quarterly performance-based bonuses.
• Unlimited vacation time.
• Education budget for courses, events, and books.
• Company activities, outings, and retreats.
• Simple IRA plan with a 3% employer match.
• Flexible work style: work from home or in the office.

Location

Remote work option available; employees may choose to work from home or come to the office.

Equal Opportunity

The organization is an Equal Opportunity Employer and extends opportunities to qualified applicants without regard to 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.