Bookkeeper

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