Legal Bookkeeper and Accountant (Trust Accounting, QuickBooks, Clio)

We only review applications from candidates who meet all of the required qualifications listed below.

HOW TO APPLY

Send your application to ---------- with the subject line “Bookkeeper Application - [Your Name]” and include:

1. Resume highlighting your bookkeeping and accounting experience, especially with law firms
2. Cover letter describing your relevant experience as it relates to this role
3. A short summary of your experience with trust accounting and three-way reconciliation, including the firms or clients you handled and the tools you used
4. If applicable, a short summary of your payroll experience, including the platforms you used and the types of workers you paid (US employees, US contractors, offshore contractors)
5. Expected monthly salary in USD
6. Available start date

POSITION OVERVIEW

We are seeking a Bookkeeper and Accountant to manage the books for Bay Legal, PC, a full-service California law firm. You will keep our operating and trust accounts accurate, reconciled, and compliant, and work closely with management on financial reporting. Experience with law firm accounting is required. You need to understand how a law firm handles client funds, how trust accounting works, and how billing flows from Clio into the books. Experience running US payroll and managing employee benefits is a strong plus.

Schedule: Full-time, 8:00 AM to 5:00 PM Pacific Time (California), Monday to Friday

RESPONSIBILITIES

1. Maintain accurate books in QuickBooks, including categorizing transactions and managing accounts payable and receivable
2. Complete monthly bank and credit card reconciliations for all operating accounts
3. Manage trust (IOLTA) accounting and complete monthly three-way reconciliations
4. Make sure client funds are handled correctly, including retainers, trust transfers, and disbursements
5. Work with Clio billing and keep Clio and QuickBooks records in sync
6. Prepare monthly financial reports and flag discrepancies or issues to management
7. Support payroll processing and benefits administration (if experienced)

REQUIRED QUALIFICATIONS

1. 3 or more years of bookkeeping and accounting experience
2. Proven experience doing bookkeeping and accounting for law firms
3. Strong knowledge of trust accounting and three-way reconciliation
4. Strong knowledge of US accounting and bookkeeping practices
5. Expert-level proficiency in QuickBooks
6. Working knowledge of Clio, including Clio billing and trust accounting features
7. Solid understanding of how a law firm operates, including client funds, retainers, and billing
8. Strong attention to detail and the ability to keep records accurate and audit-ready
9. Excellent written and spoken English
10. Available to work 8:00 AM to 5:00 PM Pacific Time (California), Monday to Friday
11. Reliable remote setup and stable internet connection

PREFERRED QUALIFICATIONS

1. Experience running payroll through Gusto
2. Experience managing payroll for a mix of US employees, US contractors, and offshore contractors
3. Knowledge of US employee benefits, including 401(k) plans and medical insurance (such as Humana)
4. Experience with other US insurance and benefits administration
5. Familiarity with US payroll compliance, including tax filings and contractor documentation (W-2, 1099)

COMPENSATION & BENEFITS PACKAGE

Monthly Salary
US Paid Holidays
Paid Time Off: 10 days annually