Legal Bookkeeper

Overview

This role is for a full-time, client-facing Legal Bookkeeper position supporting bookkeeping clients.

You will work directly with law firm bookkeeping clients, handle monthly close processes, and manage trust and accounting workflows using legal practice management and billing tools.

Responsibilities

• Serve as the primary point of contact for 10–15 bookkeeping law firm clients.
• Assist with onboarding and setup for new bookkeeping clients to ensure a smooth start.
• Maintain high-quality month-end processes and procedures to ensure accurate books.
• Manage tasks ranging from daily data entry to multi-month IOLTA trust cleanups.
• Participate in partner-facing calls and support billing portal workflows (e.g., Clio).
• Support banking/credit card accounts, accounts payable, and final, self-reviewed financial reporting packages.
• Optional responsibilities may include payroll, AP/1099 reporting if required.
• Be able to independently balance complex legal tech stacks and perform regulatory trust tracking, including 3-way reconciliations.
• Support additional service opportunities and encourage 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.
• Strong commitment to client experience for both 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 and legal 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 platforms is a plus).
• High attention to detail and strong ability to identify discrepancies.
• Education: Associate or bachelor’s degree in accounting or finance, or equivalent senior-level accounting field experience.

Preferred Qualifications

• None stated.

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: work from home or office (choice is yours)

Location

Work style allows WFH or coming to the office. Location details were not specified.