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How To MANAGE a Small Law Firm · 1 day ago

Accountant (Remote)

United States

Full-time

Remote

Entry Level

$50K/yr - $60K/yr

1+ years exp

How To MANAGE a Small Law Firm is seeking a Staff Accountant to maintain accurate financial records for assigned clients. This role involves bookkeeping, client interaction, and financial reporting, requiring attention to detail and strong communication skills.

ConsultingLegal

Hiring Manager

Dryellen Cupertino

Responsibilities

Auditing coding, payroll entries, and reconciliations prepared by the back-office team to ensure accuracy and identify discrepancies

Performing designated mid-month and end-of-month procedures in accordance with standard operating procedures

Closing the books and delivering complete monthly reporting packages by the 8th business day of the following month

Addressing Quality Control review notes by resolving issues and documenting outcomes in the designated system

Reviewing newly onboarded client accounts, documenting details in the Client Info Sheet (CIS), and setting up QuickBooks Online files, including beginning balances and payroll liabilities

Preparing monthly three-way trust reconciliations, documenting variances, and following up persistently with clients to ensure timely resolution

Serving as the primary point of contact for clients regarding missing documentation and questions about financial reports and trust reconciliations

Clearly communicating key observations that should be reviewed with a fractional CFO, Controller, or Legal Management Advisor, without providing independent financial advice

Drafting clear, professional written communications for clients, advisors, and internal documentation

Participating in client or advisor calls as needed to explain bookkeeping items or request information

Escalating issues proactively before they become larger problems

Supporting financial analysis by preparing reports or answering questions for HTM Controllers and Advisors

Assisting with training new technical staff through shadowing, answering questions, and providing feedback

Recording daily time by client in the applicable system

Completing year-end close activities and post year-end tax adjusting entries

Obtaining QuickBooks certification and attending all required internal trainings

Maintaining confidentiality of all client information

Performing additional duties as assigned

Qualification

QuickBooks OnlineGeneral accounting principlesEscrow accountingFinancial reportingProblem-solving skillsWritten communicationVerbal communicationOrganizational skills