Legal Bookkeeper (Full Time Role)

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SMB Team is seeking an internal, FULL TIME HIRE who will serve in a client facing Legal Bookkeeper role for our Bookkeeping 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 Law Firm Bookkeeper role is $27 per hour. This is a 40 hour a week role.

Key Responsibilities:
- Serve as the primary point of contact for 10-15 bookkeeping law firm clients.
- Assist with the onboarding and setup for new bookkeeping clients and ensure a smooth experience.
- Maintain high-quality month end processes and procedures to make sure our clients are receiving accurate books.
- 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, assisting with identifying opportunities for additional services when appropriate, and encouraging client participation in educational events and firm initiatives.