Role overview
The Legal Bookkeeper (Full Time Role) manages day-to-day bookkeeping and month-end reporting for 10–15 law firm clients. This client-facing position combines full-charge accounting with legal trust-account compliance, including IOLTA cleanups, three-way reconciliations, and the integration of QuickBooks Online with Clio or comparable legal practice systems.
Client Books and Trust Accounting
- Serve as the primary bookkeeping contact for 10–15 law firm clients and guide new clients through onboarding and account setup.
- Maintain reliable month-end procedures and deliver accurate, self-reviewed financial reporting packages.
- Handle daily data entry, bank and credit-card accounts, accounts payable, billing portals such as Clio, and multi-month IOLTA trust-account cleanups.
- Participate in partner-facing calls and independently reconcile complex legal technology systems and regulatory trust records, including three-way reconciliations.
- Provide payroll, AP, and 1099 reporting when required.
- Where appropriate, assist with selling the bookkeeping service, identify opportunities for additional services, and encourage clients to participate in educational events and firm initiatives.
Required Legal Bookkeeping Experience
- At least four years of full-charge bookkeeping in a professional services environment, with direct legal bookkeeping experience.
- Experience managing at least ten accounts simultaneously while maintaining strong client service, organization, and follow-through.
- Demonstrated ability to balance a balance sheet, manage fixed assets, make accrual and adjusting entries, and resolve trust-account discrepancies.
- Practical knowledge of IOLTA trust compliance and legal software, including daily synchronization and mapping between cloud accounting systems and legal practice-management or billing platforms.
- Advanced hands-on proficiency in QuickBooks Online and Clio, or equivalent legal technology platforms.
- The ability to learn new bookkeeping systems quickly and identify small discrepancies with close attention to detail.
- An associate or bachelor's degree in accounting or finance, or equivalent senior-level accounting experience.
Additional advantage:
- Experience with multiple bookkeeping systems.
Work Arrangement and Pay
This is an internal, full-time position requiring 40 hours per week. The ATS lists Remote, Philadelphia, Pennsylvania, United States. Employees may work from home or choose to work from the office. The published rate is $29 per hour; the currency code is not specified. Quarterly performance-based bonuses are available separately.
Benefits and Development
- Employer payment of 75% of medical, dental, and vision insurance for employees and their families.
- Unlimited vacation time.
- A learning budget for courses, events, and books.
- Company activities, outings, and retreats.
- A SIMPLE IRA with a 3% match.
Equal employment opportunity applies to qualified applicants and employees. Applicants should verify recruiting communications through the official employer site: legitimate hiring does not involve requests to purchase equipment or accept checks.