InHouse Bookkeeper

The In-House Bookkeeper serves as the financial backbone of the firm. This role ensures the integrity of all trust and operating accounts, protects the firm’s compliance with IOLTA regulations, and provides accurate, timely financial reporting to leadership. This position works directly with the CEO and Operations leadership and plays a key role in managing cash flow, settlement disbursements, payroll coordination, and financial forecasting.

The ideal candidate thrives in a fast-paced, high-accountability environment and takes ownership of financial precision.

• High-performing, growth-oriented team
• Direct access to leadership
• Clear expectations and accountability
• Strong systems and operational discipline
• Long-term stability within a well-capitalized, established law firm
• Opportunity to grow within a rapidly expanding firm

• Competitive base salary based on experience
• Performance-based bonus potential
• Generous 401(k) with firm matching and profit sharing
• Health insurance
• Paid time off (3 weeks, 1 day) plus firm-paid holidays
• Life insurance

• Maintain and reconcile attorney trust (IOLTA) accounts in compliance with state bar regulations
• Perform three-way trust reconciliations (client ledger, trust account, bank statement)
• Process client settlements, disbursements, lien payments, and provider payments
• Audit settlement statements prior to disbursement
• Maintain real-time trust ledger accuracy across all active cases
• Monitor lien resolution and disbursement timelines
• Proactively identify and resolve trust discrepancies
• Maintain accurate client cost and settlement records

• Process vendor invoices and firm expenses
• Monitor case costs and reimbursements
• Manage high-volume invoice processing with 2-way and 3-way matching
• Resolve discrepancies while maintaining accurate financial records
• Manage vendor relationships

• Coordinate payroll processing and payroll tax compliance
• Maintain employee compensation and benefit records
• Track PTO and accruals
• Assist with compliance documentation and audits

• Prepare monthly financial reports, including PL, balance sheet, and cash flow statements
• Deliver monthly financial performance summaries to the CEO
• Assist with budgeting and forecasting
• Track KPIs related to case cost recovery and disbursement timing
• Identify expense inefficiencies and process improvements
• Coordinate with CPA for tax filings and year-end reporting
• Ensure compliance with legal accounting regulations

• Manage accounting software, including Quick Books
• Optimize workflows between case management software and accounting systems
• Document and improve financial procedures as the firm scales
• Maintain secure and confidential financial records

• 3+ years of bookkeeping experience
• Experience with trust accounting and IOLTA compliance
• Proficiency in Quick Books
• Strong understanding of contingency fee structures and settlement disbursement processes
• Exceptional precision and zero-tolerance for accounting errors
• Ability to manage high-dollar settlement disbursements with confidence
• Ability to handle confidential financial information with utmost discretion

• Experience in personal injury law
• Associate’s or Bachelor’s degree in Accounting