Job Description

Job Description

** Overview**

We are seeking a detail-oriented and reliable Bookkeeper to join our personal injury law firm. The ideal candidate will have experience managing trust accounts, client cost accounting, and reconciliations in a legal environment. This role is responsible for maintaining accurate financial records, supporting the firm’s operations, and ensuring compliance with all accounting and trust-fund regulations.

** Key Responsibilities**

** Financial Management**

• Record and reconcile daily financial transactions, including client settlements, disbursements, and operating expenses.
• Manage and reconcile firm operating and trust (IOLTA) accounts in compliance with State Bar requirements.
• Track client costs, case advances, and reimbursements.
• Prepare and maintain accurate financial reports (profit/loss, balance sheets, case cost reports, etc.).
• Process vendor invoices, firm expenses, and employee reimbursements.
• Coordinate with case managers and attorneys regarding settlement disbursements and lien payments.

** Payroll & Tax Support**

• Prepare and process biweekly payroll (or coordinate with payroll provider).
• Maintain payroll and benefits records, ensuring accurate deductions.
• Support CPA in preparing quarterly and annual tax filings.

** Reporting & Auditing**

• Reconcile accounts monthly and prepare reports for firm leadership.
• Assist with audits, trust account reviews, and annual financial statements.
• Maintain organized digital and paper records of all financial data.

** Administrative & Cross-Departmental Support**

• Work closely with intake, case management, and settlement teams to track expenses per case.
• Support management with budgeting and cash-flow planning.
• Implement and improve bookkeeping systems and procedures.

** Qualifications**

• ** 3+ years of bookkeeping/accounting experience**, preferably in a law firm or professional services setting.
• Strong understanding of trust accounting (IOLTA) and client fund management.
• Proficiency in QuickBooks (Online) and Microsoft Excel; experience with Filevine is a plus.
• Working knowledge of GAAP and legal accounting compliance.
• Exceptional attention to detail, organization, and confidentiality.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.