Legal Bookkeeper

SMB Team; United States; Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Bonuses

Unlimited Vacation

Education Budget

WFH Option

Job summary

SMB Team is seeking an internal, FULL TIME HIRE who will serve in a client facing Legal Bookkeeper role for our Bookkeeping clients. The ideal candidate will have a strong understanding of bookkeeping and enjoys being in a client facing role.

This is an excellent opportunity for a seasoned bookkeeping professional looking to make a significant impact in a dynamic, fast-paced environment.

Qualifications

• Full-charge bookkeeping experience in a professional services environment.
• Direct legal bookkeeping experience is required.
• Ability to manage multiple accounts and maintain accuracy.

Responsibilities

• Serve as the primary point of contact for 10–15 bookkeeping law firm clients.
• Onboard and set up new bookkeeping clients for a smooth experience.
• Maintain month-end processes with accurate books for clients.
• Handle data entry, IOLTA trust cleanups, and financial reporting packages.

Skills

Client-facing

Attention to detail

Organizational skills

Balance sheets & reconciliations

Education

Associate or Bachelor's in accounting/finance

Tools

QuickBooks Online

Clio

Job description

IMPORTANT NOTICE:

SMB Team will never solicit personal information, request equipment purchases, or send checks as part of our hiring process. All legitimate communication comes exclusively from @ email addresses. If you receive outreach from any other domain (such as or similar), please disregard it and report it to .

SMB Team is seeking an internal, FULL TIME HIRE who will serve in a client facing Legal Bookkeeper role for our Bookkeeping clients. The ideal candidate will have a strong understanding of bookkeeping and enjoys being in a client facing role. This is an excellent opportunity for a seasoned bookkeeping 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 Law Firm Bookkeeper role is $27 per hour. This is a 40 hour a week role.

Key Responsibilities:

• Serve as the primary point of contact for 10-15 bookkeeping law firm clients.
• Assist with the onboarding and setup for new bookkeeping clients and ensure a smooth experience.
• Maintain high-quality month end processes and procedures to make sure our clients are receiving accurate books.
• 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, assisting with identifying opportunities for additional services when appropriate, and encouraging client participation in educational events and firm initiatives.

Requirements

• 4+ years of full-charge bookkeeping experience within a professional services environment. Direct legal bookkeeping experience is non-negotiable.
• Dedication to the client experience (internal and external customers)
• Experience managing at least 10 accounts at once
• Exceptional organizational and follow-up skills.
• Proven ability to balance a balance sheet, manage fixed assets, execute accrual/adjusting entries, and untangle 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: Associate or bachelor's degree in accounting or finance, or equivalent senior‑level accounting field experience.

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