The Legal Accounting Manager serves as a key operational leader, bridging the gap between the Executive Team and Accounting Team Leaders. This role is responsible for overseeing the delivery of accounting services to B2's law firm clients, developing and supporting team performance, ensuring accuracy and quality across client accounts, and driving operational efficiency.
The ideal candidate has a strong background in law firm accounting, including trust (IOLTA) accounting, and the ability to translate that experience into effective team leadership, client service, and operational oversight. While this is primarily a management role, the Legal Accounting Manager must maintain a strong understanding of day-to-day accounting functions and be able to provide technical guidance, troubleshoot complex issues, and support client work when needed.
RESPONSIBILITIES:People Management & Performance- Coach, develop, and support Accounting Team Leaders through ongoing feedback, performance management, and escalations as needed.
- Hold Team Leaders accountable for individual and team performance, client service, and overall work quality.
- Oversee goal setting for Team Leaders and conduct monthly KPI check-ins.
- Lead quarterly check-ins with Team Members.
- Foster a collaborative, accountable, and supportive team environment.
Accounting Operations & Client Delivery- Oversee the delivery of accounting services across multiple law firm clients, ensuring accuracy, consistency, and timely completion.
- Maintain a strong understanding of legal accounting functions, including:
- Legal billing and client invoicing
- Trust (IOLTA) accounting and reconciliations
- Accounts Payable and Accounts Receivable
- Vendor management
- Bank and account reconciliations
- Month-end financial reporting
- Payroll processing and related reporting, including 1099s
- Coordination and accuracy across legal practice management and accounting systems
- Provide technical guidance and support to Team Leaders and Team Members on complex accounting matters and client-specific issues.
- Assist with client escalations and provide support in resolving accounting discrepancies or operational challenges.
Recruiting, Hiring & Onboarding- Support the hiring process through candidate communication, interviews, assessment reviews, and hiring recommendations.
- Develop and maintain standardized, B2-branded training materials, including functional accounting and software-specific resources.
- Lead or oversee new hire onboarding, including structured training plans, system and process training, and client transition preparation.
- Ensure new hires receive appropriate training and support before transitioning into their assigned roles.
Client Management & Transitions- Oversee client discovery and onboarding to ensure smooth, consistent transitions.
- Coordinate any required cleanup work during onboarding and maintain visibility into onboarding progress.
- Determine appropriate staffing needs and resource allocation for new clients.
- Ensure proper client transitions to Team Leaders and Team Members, including training and knowledge transfer.
- Provide ongoing support for client relationships through periodic check-ins, assistance with escalated concerns, and client reporting as applicable.
Workflow, Quality Control & Process Improvement- Monitor Team Leader workloads and overall team capacity to ensure deadlines are met and work is appropriately balanced.
- Oversee client assignments, transitions, and resource allocation across teams.
- Perform reviews and quality checks to ensure accuracy and consistency of client deliverables.
- Identify recurring errors, workflow challenges, and process inefficiencies and implement improvements.
- Establish and maintain standardized accounting procedures and best practices to promote consistency across client work and internal operations.
QUALIFICATIONS:- 3+ years of law firm accounting experience, including trust (IOLTA) accounting (required).
- Previous management, supervisory, or team leadership experience (required).
- Strong working knowledge of legal accounting functions, including trust accounting, billing, reconciliations, financial reporting, and payroll.
- Bachelor's degree in Accounting (preferred).
- Proficiency with Microsoft Office, including Word, Excel, and Outlook.
- Hands-on experience with other accounting software, ActionStep, Caret, Centerbase, Tabs3, Clio, Aderant, Elite, PC Law, or SurePoint/LMS.
- Strong ability to learn and adapt to new software, technology, and processes.
SUCCESS FACTORS:- Strong leadership skills with the ability to coach, develop, and hold others accountable.
- Highly detail-oriented with strong organizational and time-management skills.
- Ability to balance competing priorities and manage multiple teams and client needs.
- Excellent verbal and written communication skills across all levels of the organization.
- Strong critical-thinking, problem-solving, and decision-making abilities.
- Ability to identify opportunities for improvement and take initiative in implementing solutions.
- Strong client-service mindset with the ability to build and maintain professional relationships.
- Ability to work independently and effectively in a fully remote environment.
- High level of professionalism, discretion, and confidentiality.
POSITION DETAILS:Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule: Monday to Friday
Supplemental Pay: Bonus pay
Education: Bachelor's degree in Accounting (preferred)
Experience: 3+ years of accounting, including trust accounting (required)
License/Certification: CPA (plus, not required)
Work Location: Remote
