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The SMB Team

Fractional Law Firm Accounting Manager (Full Time Role)

RemoteUnited States only
Published
Role
Finance
Experience
Senior
Employment
Full-time
$80k–$90k/yr
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Full-time accounting manager for law-firm clients with 7+ years accounting experience, legal accounting/IOLTA expertise, and 2+ years supervising accounting staff or cross-client operations. Must know QuickBooks Online and Clio or equivalent legal tech platforms, manage 30+ accounts, and have a bachelor's in accounting or finance.

Core skills

QuickBooks OnlineClio

What you'll do

  • 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.

What they require

  • The ideal candidate will have a strong understanding of bookkeeping/accounting and enjoys being in a client facing and team lead role.
  • 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.
  • High level of attention to detail - able to spot needles in haystacks.
  • Bachelor’s degree in accounting or finance is required.
  • Preferred: a CPA license or active progress toward a CPA/Master’s designation is highly preferred.
  • Preferred: experience with multiple new technology and bookkeeping systems is a plus.

Benefits

  • An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.
  • We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
  • 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.
  • Team member education and learning budget on courses, events and books.
  • Company activities, outings, and retreats.
  • Simple IRA WITH a 3% Match.
  • WFH or come to the office. The choice is yours!

The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide.

Legal MarketingStartup
$80k–$90k/yr