Job Description
Job Description
This is a new position at our firm as we continue to grow. We currently have an off-site, third-party vendor handling our bookkeeping, but we want to bring this role fully in-house.
The Controller will be a key member of our leadership team, responsible for overseeing all accounting and financial operations. This role requires hands-on experience with daily bookkeeping tasks and the use of QuickBooks. Excellent, up-to-date QuickBooks management of our expenses, advanced client expenses (and the unique way personal injury firms deal with and account for these costs), and attention to detail are critical.
The ideal candidate will have a deep understanding of the financial intricacies of a personal injury law firm, a proven track record using QuickBooks, and ideally familiarity with legal practice management software such as FileVine and Lead Docket.
The right candidate may be able to perform this job remotely. No in-person tasks are required, but we do require folks to travel on-site for training and occasional annual events such as firm retreats and best practices days.
Compensation :
80,000 - $120,000 annually
Responsibilities :
Financial Management & Reporting :
- Manage and oversee all financial operations, including advanced client cost accounts, settlement payout statements, payroll, entering data into our CRM, tracking marketing expense accounts to determine ROI, and trust account management.
- Prepare and analyze financial statements, budgets, and forecasts.
- Provide regular financial reports and insights to firm partners to support strategic decision-making.
- Ensure compliance with all local, state, and federal regulations, including COLTAF / trust account rules.
Bookkeeping & Accounting :
Serve as the lead bookkeeper, performing daily accounting tasks with meticulous attention to detail.Maintain accurate and up-to-date financial records using QuickBooks.Manage the firm's general ledger, journal entries, COLTAF account balances, and reconciliations.Process client settlements and disbursements, ensuring accurate and timely payments.Legal Software & Systems :
Utilize and optimize the use of our legal practice management software, FileVine & Lead Docket, for financial tracking, reporting, projections, and ROI analyses.Ensure seamless integration between FileVine and QuickBooks for accurate financial data.Generate financial reports and data from FileVine, QuickBooks, Lead Docket, and utilize Domo (a dashboard software) to inform business decisions.Firm Operations & Strategy :
Develop and implement financial policies, procedures, and internal controls to safeguard firm assets.Work closely with firm management to identify areas for financial improvement and cost reduction.Assist in strategic planning and long-term financial forecasting.Liaise with our tax accountant to assist in obtaining information for our tax preparation.Qualifications :
Proven experience as a Controller, Financial Manager, or a similar role, preferably within a law firm.Extensive hands-on experience with QuickBooks is required. You must be comfortable and proficient with daily bookkeeping tasks.Demonstrated experience in a personal injury law firm is preferred. You should have a strong understanding of client trust accounts, settlements, advanced client costs, and fee structures specific to PI law.Proficiency with FileVine is very helpful. Experience with similar legal case management software will also be considered.Bachelor's degree in Accounting, Finance, or a related field is preferred. CPA or CMA certification is a plus.Exceptional analytical, organizational, and problem-solving skills.High level of integrity and professional ethics.Strong communication and interpersonal skills.About Company
We offer a competitive salary, a comprehensive benefits package, and the opportunity to be a critical part of a young, successful, and growing firm. You will have the autonomy to build and manage our financial systems and make a significant impact on our firm's future.
We are a trial-focused firm rather than a settlement mill, and the work we do every day improves folks' individual lives significantly.
After a 90-day probationary period, benefits include unlimited paid vacation and sick time, access to 401(k), access to firm health, dental, vision, life, and short- and long-term disability insurances, remote and flexible working schedules, performance-contingent 4-day-work-week, and significant quarterly performance bonuses on top of your salary depending on overall firm performance.