Job Description

Do you enjoy bookkeeping but also love working with clients? Do get energy from helping your clients see success from financial insights?

If you answered "yes" to these questions, keep reading.

The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and we are looking for a Fractional Law Firm Accountant to join our team!

SMB Team is seeking an internal, FULL TIME HIRE who will serve in a client facing Accountant role for our Law Firm 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.

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 $60,000 - $70,000 annually based on experience.

Key Responsibilities

• IOLTA Trust Accounting & Compliance: Execute complex, multi-month historical trust account cleanups and reconciliations. Perform mandatory monthly 3-way reconciliations (matching bank statements to the general ledger trust account and individual client matter ledgers) to guarantee strict State Bar compliance.
• Frontline Client & Partner Management: Serve as the direct, primary point of contact for law firm partners. Proactively communicate financial updates, manage client onboarding, resolve discrepancies, and field operational inquiries unassisted.
• Legal Tech Stack Integration: Manage daily synchronization and mapping between core cloud accounting ecosystems (QuickBooks Online, Xero) and legal practice management/billing software (Clio, Tabs3, TimeSolv, MyCase).
• Legal Billing & E-Billing Portals: Track billable attorney hours, process monthly client invoices, handle collections, and navigate strict corporate or insurance e-billing portals (e.g., CounselLink, TyMetrix, Bottomline, Legal Tracker).
• Full-Cycle Operations: Run daily data entry, accounts payable, credit card tracking, bank-to-book cash matching, payroll processing tracking, and annual 1099/1096 compliance filings for assigned firms.
• Self-Reviewed Financial Reporting: Generate, self-verify, and present accurate monthly Profit & Loss statements, Balance Sheets, and Cash Flow metrics to firm partners. Correct accounting errors independently before client delivery.
• Direct partner-facing management of 10–15 law firms.
• Handles 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.

Requirements

• 4+ years of full-charge bookkeeping or accounting experience within a professional services environment. Direct legal accounting experience is non-negotiable.

• Software Mastery: Advanced, hands-on proficiency with QuickBooks Online and Clio (or equivalent legal tech platforms).
• Legal Vertical Expertise: Extensive, demonstrable experience in law firm accounting workflows.
• Technical Depth: Proven ability to balance a balance sheet, manage fixed assets, execute accrual/adjusting entries, and untangle severely neglected trust accounts.
• Education: Associate or bachelor’s degree in accounting or finance, or equivalent senior-level accounting field experience.

Benefits

SMB 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 .

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans

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