Accounting Manager

SMB Team; United States; Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Work from home / Office optional

Education budget

Unlimited vacation

Job summary

The SMB Team seeks a Fractional Law Firm Accounting Manager to join our client-facing accounting department. This full-time role oversees trust accounting, multi-entity onboarding, and the final review of monthly financial packages for law firm clients.

You will mentor staff, refine workflows, and ensure seamless operation of Clio and QuickBooks Online integrations across a portfolio of law firms. This position offers growth in a fast-paced, growth-driven firm.

Qualifications

• 7+ years of progressive accounting experience in a professional services setting with 2+ years supervising staff.
• Experience managing 30+ accounts simultaneously in an agency environment.
• Expertise in financial statements, variance analyses, accruals, and trust accounts handling (IOLTA).
• Advanced proficiency with QuickBooks Online and Clio; ability to learn multiple systems.

Responsibilities

• Serve as the primary point of contact for a small portfolio of law firm clients.
• Final reviewer for monthly financial packages before delivery to law firm partners; ensure 3-way IOLTA reconciliation.
• Lead and mentor team members; design training to improve Clio mapping and trust rules.
• Oversee onboarding and setup for new bookkeeping clients; ensure smooth experience.
• Help build and maintain scalable internal workflows and closing checklists.
• Monitor portfolio health, deadlines, workload, and client satisfaction; report to Director.
• Handle data entry, trust cleanups, billing portals, and financial reporting packages.

Skills

QuickBooks Online

Clio

Attention to detail

Client facing

Team leadership

Education

Bachelor’s degree in accounting or finance

CPA license or progress toward CPA

Tools

QuickBooks Online

Clio

Job description

The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and we are looking for a Fractional Law Firm Accounting Manager to join our team!

SMB Team is seeking an internal, FULL TIME HIRE who will serve in a client facing Legal Accounting Manager role for our Fractional Bookkeeping/Accounting Department. The ideal candidate will have a strong understanding of bookkeeping/accounting and enjoys being in a client facing and team lead role. This is an excellent opportunity for a seasoned bookkeeping/accounting professional looking to make a significant impact in a dynamic, fast-paced environment.

WHAT'S IN IT FOR YOU?

An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.

BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.

BONUSES - 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.

EDUCATION – Team member education and learning budget on courses, events and books.

FUN – Company activities, outings, and retreats.

WORK STYLE – WFH or come to the office. The choice is yours!

The salary for this role is $80,000 - $90,000 annually based on experience.

Key Responsibilities:

• Serve as the primary point of contact for a small portfolio of law firm clients.
• Serve as the final reviewer for all monthly financial packages produced by the accounting team before delivery to law firm partners. Verify that every client file maintains standards and accurate 3-way IOLTA matching.
• Personally take over and execute the most severe, back-logged, or out-of-balance historical trust account cleanups and complex multi-entity onboarding files.
• Actively supervise and mentor new or struggling team members. Design and implement structured training plans to close operational skill gaps regarding Clio mapping, trust rules, and self-review techniques.
• Oversee the onboarding and setup for new bookkeeping clients and ensure a smooth experience.
• Help build, refine, and maintain internal firm workflows, standardized closing checklists, and quality control systems to ensure scalability as the agency adds client volume.
• Monitor individual team portfolio health, tracking deadlines, workload distribution, and client satisfaction metrics to report directly to the Director.
• Handle 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.
• Immediately able to perform unassisted in balancing complex legal tech stacks and regulatory trust tracking (3-way reconciliations).
• Other duties could include assisting in the sale of this service, handling general client matters, and attending events to represent this service to our clients.

Requirements

• 7+ years of progressive accounting experience within a professional services environment, with at least 2+ years supervising accounting staff or managing cross-client operations in an agency setting . Direct legal accounting experience, extensive, demonstrable experience in law firm accounting workflows is non-negotiable.
• Dedication to the client experience (internal and external customers)
• Experience managing at least 30 accounts at once
• Expert-level understanding of financial statements, variance analyses, accrual/adjusting entries, and untangling severely neglected trust accounts.
• Direct legal vertical experience (IOLTA trust compliance and legal software); manage daily synchronization and mapping between core cloud accounting ecosystems and legal practice management/billing software
• Advanced, hands‑on proficiency with QuickBooks Online and Clio (or equivalent legal tech platforms).
• Ability to learn new technology and bookkeeping systems quickly (experience with multiple is a plus!)
• High level of attention to detail - able to spot needles in haystacks
• Education: Bachelor’s degree in accounting or finance is required; a CPA license or active progress toward a CPA/Master’s designation is highly preferred.

SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans