Legal Bookkeeper

Join our team in a dynamic role that spans the entire financial lifecycle of our clients' cases. The Legal Bookkeeper will handle comprehensive accounting functions while serving as a key point of contact during the most rewarding phase of the client journey - settlement disbursements. This position combines daily accounting operations with direct client interaction, managing everything from accounts payable to final settlement distributions.

You'll maintain accurate financial records, assist with monthly reporting, and work directly with clients to help them understand their settlement funds, making this role both technically challenging and personally fulfilling.

• Resolve client liens, draft disbursement statements, and issue checks to clients
• Maintain client account records, ensuring all necessary information is accurately recorded in the firm's case management system
• Communicate with clients via phone, email, and other communication channels, responding promptly and professionally to all inquiries
• Work collaboratively with attorneys and other team members to provide support and ensure client satisfaction
• Maintain accurate records of client interactions and account information, ensuring data integrity and confidentiality
• Monitor case progress and provide regular updates to clients on case status
• Identify opportunities to improve client satisfaction and streamline processes, making recommendations to management for implementation
• Continuously develop knowledge of personal injury and mass tort law to better serve clients and support the team
• Process operating and IOLTA deposits accurately and timely
• Collaborate with internal departments to obtain required approvals and supporting documentation as needed
• Generate cost reports by gathering and reviewing case-related expenses, verifying supporting documentation, reconciling discrepancies, and providing accurate reports to attorneys and internal stakeholders to support settlement disbursements and financial reporting
• Collaborate with internal departments to obtain required approvals and supporting documentation as needed

• High school diploma or equivalent
• 2+ years of experience in bookkeeping and/or accounting
• Experience with Microsoft 365 applications (Excel, Word, and Outlook)
• Basic (or better) knowledge of Quick Books
• Strong communication skills, with the ability to effectively communicate with clients, attorneys, and other team members
• Excellent organizational skills and time management skills
• Attention to detail and high level of accuracy in data entry and record-keeping
• A pristine record with no personal or business bankruptcies or criminal record is a must

• Associate or bachelor's degree in finance or accounting strongly preferred
• Accounting Certificate, associate in accounting, or equivalent work experience and/or training
• Previous work experience with Quick Books
• Prior experience in banking, legal accounting, or medical office
• Experience with lien resolution in a legal or medical setting
• Case management software experience
• Previous accounting experience

• Handle technology with grace
• You love numbers and are proficient in auditing your own work and the work of others
• Fast-paced work ethic that empowers you to meet tight deadlines (24-hour deadline with a to-do list a mile long? No problem)
• Exceptional communication and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders
• Problem-solving mindset, with the ability to identify process improvements
• Ability to handle frequent pressures, time deadlines, and multi-task
• Positive attitude, strong work ethic, and willingness to learn and grow within the role
• Exhibit an infectious can-do attitude…