IOLTA Bookkeeper

Scott & Associates, PC • Plano, TX

15h • Onsite

About The Position

Scott & Associates, P.C., operating in partnership with S&A Legal Management Services, Inc., is a legal recoveries organization committed to providing exceptional legal representation to industry clients. We pledge to provide distinctive quality and unparalleled service. Each employee is essential to fulfilling our mission and achieving our vision through hard work, dedication, and collaborative spirit. As part of that continued growth and commitment to excellence, we are currently seeking a detail-oriented and highly organized Bookkeeper to manage key financial operations, including trust account (IOLTA) reconciliations, and general bookkeeping. The ideal candidate is comfortable working with complex Excel spreadsheets and maintaining accurate financial records in a fast-paced environment.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 2+ years of accounting or bookkeeping experience (law firm or trust accounting experience preferred)
• Strong knowledge of accounting principles and practices
• Experience with IOLTA or trust accounting strongly preferred
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, data analysis)
• Familiarity with accounting software (e.g., QuickBooks, NetSuite, or similar)
• Excellent attention to detail and organizational skills
• Strong analytical and problem-solving abilities
• Ability to manage multiple tasks and meet deadlines

Nice To Haves

• Experience in legal or professional services environment
• Understanding of compliance requirements related to trust accounts
• Strong communication skills for cross-department coordination

Responsibilities

• Perform daily and monthly IOLTA (Interest on Lawyers Trust Accounts) reconciliations, ensuring strict compliance with regulatory and internal requirements
• Maintain and update complex Excel spreadsheets, including financial tracking, reporting, and reconciliations
• Conduct general bookkeeping duties, including journal entries, ledger maintenance, and account reconciliations
• Assist with financial reporting, audits, and month-end/year-end close processes
• Ensure accuracy, integrity, and confidentiality of financial data
• Identify and resolve discrepancies in financial records

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees