Bookkeeper
1 week ago
Legal Bookkeeper
Full Job Description
We are currently seeking an experienced Legal Bookkeeper with hands-on Clio Manage experience to join our finance team. The ideal candidate will bring a strong understanding of legal accounting principles, excellent working knowledge of trust accounting in compliance with LSO and Law Society guidelines, and a proven ability to support the financial operations in a law firm environment.
Key Skills & Experience
- Proficient in trust accounting and compliance with LSO and Law Society guidelines.
Skilled in Clio Manage, including:
Matter-level billing and WIP management
- Accounts receivable (AR) tracking and follow-up
- Trust and operating account management
- Bank reconciliations
- Experienced with Clio integrations, including QuickBooks Online, payment processors, and document management tools.
- Extensive knowledge of legal billing cycles, including retainer replenishments and trust-to-general transfers.
- Strong understanding of law firm accounting principles, including WIP, AR, AP, and disbursements.
Ability to generate, analyze, and interpret Clio financial reports, including:
A/R aging
- WIP
- Trust listings
- Firm and associate performance reports
- Skilled in maintaining audit-ready records and supporting year-end reconciliations.
- Effective communicator, capable of working collaboratively with lawyers, clerks, and finance team members.
Key Responsibilities
- Report directly to the Director of Finance and support daily and monthly bookkeeping operations.
- Prepare and distribute monthly collection reports and weekly trust management reports to associates.
- Conduct client outreach on outstanding receivables and manage files referred to collections.
- Ensure proper GL coding and allocation of firm expenses.
- Attend regular review meetings with the Director of Finance.
- Post operating account and credit card expenses accurately in QuickBooks Online.
- Day to day reconciliation of all accounts.
- Maintain accurate financial records to meet compliance and audit standards.
- Assist with payroll processing and employee expense reimbursements.
Qualifications
- Minimum 2+ years of experience in a legal bookkeeping or law firm accounting role.
- Proficiency with Clio Manage and QuickBooks Online is required.
- Strong working knowledge of LSO trust compliance and legal accounting best practices.
- Exceptional attention to detail, organization, and confidentiality.
- Ability to work independently and meet deadlines in a fast-paced legal environment.
- Must have legal bookkeeping experience
Job Type: Full-time
Pay: From $70,000.00 per year
Work Location: Remote
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