Fractional Law Firm Accounting Manager (Full Time Role)

Key Responsibilities

• Serve as the primary point of contact for a small portfolio of law firm clients
• Serve as the final reviewer for all monthly financial packages produced by the accounting team before delivery to law firm partners
• Verify that every client file maintains standards and accurate 3-way IOLTA matching
• Personally take over and execute the most severe, back-logged, or out-of-balance historical trust account cleanups and complex multi-entity onboarding files
• Actively supervise and mentor new or struggling team members
• Design and implement structured training plans to close operational skill gaps regarding Clio mapping, trust rules, and self-review techniques
• Oversee the onboarding and setup for new bookkeeping clients and ensure a smooth experience
• Help build, refine, and maintain internal firm workflows, standardized closing checklists, and quality control systems to ensure scalability as the agency adds client volume
• Monitor individual team portfolio health, tracking deadlines, workload distribution, and client satisfaction metrics to report directly to the Director
• Handle everything from daily data entry to multi-month messy IOLTA trust cleanups and partner-facing calls
• Billing portals (Clio, etc.), bank/CC accounts, accounts payable, and final, self-reviewed financial reporting packages. Includes optional payroll, AP/1099 reporting if required
• Immediately able to perform unassisted in balancing complex legal tech stacks and regulatory trust tracking (3-way reconciliations)
• Other duties could include assisting in the sale of this service, handling general client matters, and attending events to represent this service to our clients

Requirements

• 7+ years of progressive accounting experience within a professional services environment, with at least 2+ years supervising accounting staff or managing cross-client operations in an agency setting
• Dedication to the client experience (internal and external customers)
• Expert-level understanding of financial statements, variance analyses, accrual/adjusting entries, and untangling severely neglected trust accounts
• Direct legal accounting experience, extensive, demonstrable experience in law firm accounting workflows is non-negotiable
• Expert-level understanding of QuickBooks Online and Clio (or equivalent legal tech platforms)
• Advanced, hands-on proficiency with multiple technology systems
• High level of attention to detail - able to spot needles in haystacks

Benefits

The salary for this role is $80,000 - $90,000 annually based on experience.

The SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.