Fractional Law Firm Accounting Manager (Full Time Role)

1 month, 2 weeks ago
Full-time
Senior
Finance and Accounting
SMB Team

SMB Team

SMB Team, the Legal Industry's #1 Law Firm Transformation Company, specializes in helping law firms grow 200% faster through digital marketing, coaching, education, and events. They provide industry-specific business growth plans tailored to small busi...

Professional Services
51-250

Description

  • Serve as the primary point of contact for a small portfolio of law firm clients.
  • Review monthly financial packages before delivery to law firm partners and verify accurate 3-way IOLTA matching.
  • Take ownership of severe, back-logged, out-of-balance trust account cleanups and complex multi-entity onboarding files.
  • Supervise and mentor new or struggling team members and create structured training plans to improve performance.
  • Oversee onboarding and setup for new bookkeeping clients to ensure a smooth client experience.
  • Build, refine, and maintain internal workflows, closing checklists, and quality control systems.
  • Monitor team portfolio health, including deadlines, workload distribution, and client satisfaction metrics, and report to the Director.
  • Handle daily data entry, billing portals, bank and credit card accounts, accounts payable, and final financial reporting packages.
  • Support optional payroll and AP/1099 reporting as needed.
  • Assist with sales, general client matters, and client-facing events representing the service.

Requirements

  • 7+ years of progressive accounting experience in a professional services environment.
  • At least 2+ years supervising accounting staff or managing cross-client operations in an agency setting.
  • Direct legal accounting experience with extensive, demonstrable law firm accounting workflow experience.
  • Experience managing at least 30 accounts at once.
  • Expert-level understanding of financial statements, variance analyses, accrual/adjusting entries, and trust account cleanups.
  • Direct legal vertical experience, including IOLTA trust compliance and legal 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 systems is a plus.
  • High attention to detail and the ability to catch small errors in complex information.
  • Bachelor’s degree in accounting or finance is required; CPA license or active progress toward a CPA or Master’s designation is highly preferred.

Benefits

  • Medical, dental, and vision insurance covered at 75% for you and your family.
  • Quarterly performance-based bonuses.
  • Unlimited vacation time.
  • Team education and learning budget for courses, events, and books.
  • Simple IRA with a 3% employer match.
  • Flexible work style: work from home or from the office.
  • Opportunity to join a fast-growing legal marketing and coaching company.
  • Equal opportunity employer status.

Interested in this position?

Apply directly on the company website

Apply Now

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