Role Description
As an Accounting Specialist, you will support the day-to-day financial operations of a busy U.S. law firm. You will take ownership of accurate bookkeeping, reconciliations, transaction processing, reporting, and month-end support using QuickBooks and Microsoft Excel. This is a hands-on individual contributor role for someone who enjoys accurate execution and independent ownership rather than management or CFO-level responsibilities. You will handle confidential financial information, identify discrepancies before they become larger issues, and help the firm maintain reliable financial records in a high-volume environment.
Responsibilities
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Maintain complete and accurate financial records across the firmβs IOLTA trust accounts and business operating accounts.
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Protect client funds by processing trust transactions carefully and keeping IOLTA records current, accurate, and fully traceable.
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Reconcile bank, trust, operating, and accounting records, investigating and resolving discrepancies promptly.
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Process deposits, disbursements, transfers, invoices, expenses, and other financial transactions with close attention to supporting documentation.
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Keep QuickBooks organized and up to date so the firm has dependable financial information available when needed.
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Prepare recurring financial, reconciliation, and transaction reports using QuickBooks and Microsoft Excel.
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Support month-end accounting activities by reviewing balances, organizing records, and completing required reconciliations.
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Communicate clearly with legal and operational team members when information, approvals, or corrections are needed.
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Identify unusual activity, missing documentation, or potential accounting issues and raise them proactively.
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Maintain strict confidentiality when handling client funds, financial records, settlement-related information, and internal business data.
Qualifications
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Bachelorβs degree in Accounting or completed accounting coursework.
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Previous hands-on accounting or bookkeeping experience within a U.S. law firm.
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Demonstrated experience managing both IOLTA trust accounts and business operating accounts.
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Advanced QuickBooks proficiency, including the ability to work efficiently with transactions, reconciliations, reports, and account records.
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Strong Microsoft Excel skills, including formulas, reconciliations, data organization, and financial reporting.
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Bilingual fluency in English and Spanish, with clear written and verbal communication skills.
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Strong accounting fundamentals and the ability to learn new workflows quickly, manage competing priorities, work independently, and maintain accuracy and confidentiality in a busy legal environment.
Requirements
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Accounting experience within a personal injury law firm.
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Experience supporting month-end closing activities for a legal practice.
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Familiarity with settlement-related transactions, client ledgers, or personal injury case accounting.
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Experience improving bookkeeping, reconciliation, or financial reporting processes.
Benefits
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Access to a $200K+ perk marketplace with discounts on 150+ global services.
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Option to withdraw up to 50% of approved earnings before payday.