BOOKKEEPER LAW FIRM / TRUST ACCOUNTING
Location: Winter Haven, Florida
Schedule: Full-Time | Monday Friday, 8:00 AM 5:00 PM
Start Date: ASAP
Compensation: Competitive and based on experience
Join a Firm with a BIG Purpose
CLient is growing and seeking an experienced Bookkeeper to join our team.
This position is responsible for maintaining accurate financial records, managing day-to-day bookkeeping functions, and helping safeguard the integrity of the firm's client trust accounts.
Our mission is simple but powerful: to be the voice and lifeline to the injured and exploited.
We are looking for a dependable, detail-oriented professional who takes ownership of their work, values accuracy and accountability, and wants to grow with a purpose-driven organization.
THE IDEAL CANDIDATE
The ideal candidate is:
- Highly organized and detail-oriented
- Honest, dependable, and trustworthy
- Experienced in bookkeeping and account reconciliation
- Experienced with law firm trust accounting and client funds
- Proficient in QuickBooks and Microsoft Excel
- Able to manage multiple priorities and deadlines
- Proactive in identifying and resolving discrepancies
- Comfortable working independently and taking ownership of responsibilities
- An effective communicator and collaborative team player
- Able to maintain strict confidentiality
- Coachable, accountable, and motivated to grow
REQUIRED EXPERIENCE & QUALIFICATIONS
- Prior bookkeeping or accounting experience
- Law firm bookkeeping experience strongly preferred
- Experience managing and reconciling attorney trust/IOTA accounts
- Understanding of the separation of client trust funds and firm operating funds
- Experience with bank and account reconciliations
- Proficiency with QuickBooks
- Accounts payable and accounts receivable experience
- Strong Microsoft Excel skills
- Excellent numerical accuracy and attention to detail
- Ability to maintain accurate financial records and supporting documentation
Knowledge of Florida Bar trust-accounting requirements is strongly preferred.
PRIMARY RESPONSIBILITIES
Bookkeeping & Financial Management
- Maintain accurate financial records in QuickBooks
- Record and categorize financial transactions
- Process checks, payments, deposits, and electronic transactions
- Manage accounts payable and accounts receivable
- Track invoices and outstanding receivables
- Perform bank and credit-card reconciliations
- Research and resolve financial discrepancies
- Compile attorney fee and revenue tracking information
- Prepare recurring financial and management reports
- Communicate with banks, accountants, vendors, and other financial partners
- Assist management with budgeting and financial reporting
Trust Accounting & Client Funds
A key responsibility of this position is protecting the integrity of the firm's client trust accounts.
- Maintain accurate records of all trust-account activity
- Maintain individual client trust ledgers
- Process client-fund deposits and disbursements
- Reconcile trust accounts in accordance with applicable requirements
- Assist with settlement and closing-statement reconciliations
- Process settlement-related checks and disbursements
- Confirm proper authorization and documentation before releasing client funds
- Identify and immediately report discrepancies
- Maintain clear separation between trust and operating accounts
- Assist with compliance with applicable Florida Bar trust-accounting rules and procedures
Payroll, Vendor & Administrative Support
- Serve as backup for employee payroll processing
- Assist with payroll records, employee benefits, and insurance administration
- Maintain vendor files and contracts
- Track contract renewal, expiration, and termination dates
- Alert management to upcoming contract decisions
- Maintain organized financial and administrative records
- Assist management with special projects and operational needs
WHAT SUCCESS LOOKS LIKE
The successful Bookkeeper will ensure:
- Financial records are accurate and current
- Trust accounts are properly reconciled and documented
- Client funds are handled with the highest level of care and accountability
- Financial reporting is timely and reliable
- Accounts payable and receivable remain organized
- Discrepancies are identified and resolved promptly
- Financial processes remain organized, compliant, and scalable as the firm grows