Note: The job is a remote job and is open to candidates in USA. SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide, and they are seeking a Fractional Law Firm Accountant to join their team. The ideal candidate will manage bookkeeping for law firm clients, ensuring compliance and financial accuracy while serving as a primary point of contact.
Responsibilities
- IOLTA Trust Accounting & Compliance: Execute complex, multi-month historical trust account cleanups and reconciliations. Perform mandatory monthly 3-way reconciliations (matching bank statements to the general ledger trust account and individual client matter ledgers) to guarantee strict State Bar compliance
- Frontline Client & Partner Management: Serve as the direct, primary point of contact for law firm partners. Proactively communicate financial updates, manage client onboarding, resolve discrepancies, and field operational inquiries unassisted
- Legal Tech Stack Integration: Manage daily synchronization and mapping between core cloud accounting ecosystems (QuickBooks Online, Xero) and legal practice management/billing software (Clio, Tabs3, TimeSolv, MyCase)
- Legal Billing & E-Billing Portals: Track billable attorney hours, process monthly client invoices, handle collections, and navigate strict corporate or insurance e-billing portals (e.g., CounselLink, TyMetrix, Bottomline, Legal Tracker)
- Full-Cycle Operations: Run daily data entry, accounts payable, credit card tracking, bank-to-book cash matching, payroll processing tracking, and annual 1099/1096 compliance filings for assigned firms
- Self-Reviewed Financial Reporting: Generate, self-verify, and present accurate monthly Profit & Loss statements, Balance Sheets, and Cash Flow metrics to firm partners. Correct accounting errors independently before client delivery
- Direct partner-facing management of 10–15 law firms
- Handles everything from daily data entry to multi-month messy IOLTA trust cleanups and partner-facing calls. Billing portals (Clio, etc.), bank/CC accounts, accounts payable, and final, self-reviewed financial reporting packages. Includes optional payroll, AP/1099 reporting if required
Skills
- 4+ years of full-charge bookkeeping or accounting experience within a professional services environment
- Direct legal accounting experience is non-negotiable
- Advanced, hands-on proficiency with QuickBooks Online and Clio (or equivalent legal tech platforms)
- Extensive, demonstrable experience in law firm accounting workflows
- Proven ability to balance a balance sheet, manage fixed assets, execute accrual/adjusting entries, and untangle severely neglected trust accounts
- Associate or bachelor's degree in accounting or finance, or equivalent senior-level accounting field experience
Benefits
- We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
- An opportunity to earn quarterly bonuses based on performance.
- UNLIMITED VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.
- Team member education and learning budget on courses, events and books.
- Company activities, outings, and retreats.
- Simple IRA WITH a 3% Match.
- WFH or come to the office. The choice is yours!
Company Overview