Fractional Legal Bookkeeper (Full Time Role)

SMB Team • Philadelphia, PA

2d • Hybrid

About The Position

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.

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
• Associate or bachelor’s degree in accounting or finance, or equivalent senior-level accounting field experience.

Nice To Haves

• Experience with multiple bookkeeping systems is a plus!

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.

Benefits

• We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
• An opportunity to earn quarterly bonuses based on performance.
• Unlimited vacation time.
• Team member education and learning budget on courses, events and books.
• Company activities, outings, and retreats.
• Simple IRA WITH a 3% Match.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree