Trust Accounting Specialist at How to Manage a Small Law Firm


Offer summary

Qualifications:

Minimum of 3 years of bookkeeping or staff accountant experience., Hands-on experience with trust accounting and IOLTA compliance., Proficiency in QuickBooks and familiarity with legal billing software., Strong analytical skills and attention to detail..

Key responsibilities:

  • Maintain and reconcile trust and operating accounts in compliance with regulations.
  • Perform trust reconciliations and manage general ledger entries.
  • Prepare and deliver financial reports to clients on time.
  • Ensure adherence to internal controls and accounting standards.

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How To MANAGE a Small Law Firm SME https://howtomanageasmalllawfirm.com/
51 - 200 Employees
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Job description

WE ARE HIRING!!

The Trust Accounting Specialist position is remote within these states: AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA

We are seeking a detail-oriented and experienced Trust Accounting Specialist to support financial operations for multiple law firm clients. This position requires a strong understanding of trust accounting regulations, law firm financials, and the ability to manage multiple sets of books with precision and consistency.

Key Responsibilities:

  • Maintain and reconcile trust (IOLTA) and operating accounts in compliance with state bar rules

  • Perform accurate and timely three-way trust reconciliations

  • Manage general ledger entries, accounts payable/receivable, and payroll entries

  • Handle monthly and quarterly closings across multiple sets of books

  • Prepare and deliver accurate financial reports to clients within established deadlines

  • Utilize QuickBooks (Online and Desktop) and legal practice management software such as Clio, MyCase, or PracticePanther

  • Ensure strict adherence to internal controls, compliance standards, and accounting best practices

Qualifications:

  • Minimum of 3 years of bookkeeping or staff accountant experience, preferably in a legal or professional services environment

  • Hands-on experience with trust accounting and IOLTA compliance

  • Proficiency in QuickBooks and familiarity with legal billing software

  • Strong analytical skills and attention to detail

  • Proven ability to manage multiple client accounts and meet strict deadlines

  • Comfortable working in a performance-driven environment with frequent oversight and accountability metrics

  • Must reside in one of the following states: AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA

Ideal Candidate:

  • Highly organized and dependable

  • Clear communicator with strong written and verbal skills

  • Responsive, proactive, and comfortable receiving frequent feedback

  • Capable of working independently while maintaining high standards of accuracy

Equal Employment Opportunity Statement:
We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Analytical Skills
  • Organizational Skills
  • Time Management
  • Detail Oriented
  • Communication

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