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.
INVESTMENTS - Simple IRA WITH a 3% Match.
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.
BenefitsSMB 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.
Bottom Line: We change lives. Want proof? Read our Google My Business reviews.
