Office Bookkeeper

Overview

We are seeking an experienced, highly organized bookkeeper and legal operations support professional to help improve a law firm’s internal operations, systems, and workflows. This position requires strong judgment and discretion.

Core duties include:

• Oversee legal case management systems, including Clio and LawPay, ensuring accurate data entry, document control, and file organization
• Manage accounts receivable, including A/Rs, to ensure timely payments
• Manage trust, client cost, and office expense accounts to ensure accurate recording, reconciliation, and compliance
• Track and manage key financial and operational deadlines, including filings, renewals, end-of-month, annual, and regulatory deadlines and reporting, ensuring nothing is missed and compliance is met
• Track operational tasks, flag issues early, and ensure process efficiency
• Maintain organized digital and physical files with consistent naming, version control, and accessibility
• Serve as a professional point of contact for clients and vendors, including accounts receivable follow-ups and payment coordination.
• Maintain strict confidentiality and professional standards at all times

Required Qualifications

• 4 years Bookkeeping and administrative best practices
• Proficiency with numbers and the ability to work accurately with data
• Experience with accounts receivable, reconciliation, trust accounting, and expense tracking
• Ability to manage multiple priorities independently and meet firm deadlines
• Strong organizational skills and ability to handle high volumes of financial and legal documents accurately
• Strong written communication skills, including proofreading and document review
• Professional phone presence and polished client communication
• Proficiency in various software, including Quickbooks, Microsoft Office, Outlook, and Adobe

Additional strengths

• Experience managing law firm trust accounting and compliance requirements
• Experience with legal case management and billing systems such as Clio and LawPay
• Prior operations or office management leadership

Position Details

• Flexible Schedule
• Upward Mobility
• Compensation commensurate with experience
• Professional, stable law firm environment
• In-office role based in San Rafael

Job Types: Part-time, Contract

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Please include your desired hourly pay

Experience:

• Bookkeeping: 3 years (Preferred)

Work Location: In person