Bookkeeper

Posted Yesterday
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Winter Haven, FL, USA
In-Office
Mid level
Professional Services
The Role
Maintains the law firm’s financial records, including accounts payable, accounts receivable, reconciliations, reporting, payroll support, and vendor records. Manages attorney trust and IOTA accounts, client ledgers, deposits, disbursements, settlement reconciliations, and compliance documentation. The role requires accurate separation of client trust funds from operating funds, timely discrepancy resolution, confidentiality, and proficiency with QuickBooks and Microsoft Excel.
Summary Generated by Built In

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

Brooks Law Group 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

WHY JOIN BROOKS LAW GROUP?

  • Be part of a BIG mission: to be the voice and lifeline to the injured and exploited
  • Join a growing firm where your work has a direct impact
  • Opportunities for professional growth and expanded responsibility
  • Medical, dental, and vision insurance
  • Company-paid life insurance
  • 401(k) plan
  • Fitness incentives
  • Holiday pay

At Brooks Law Group, we are building for the future. We are looking for team members who take pride in their work, embrace accountability, and want to be part of something meaningful.

If you are an experienced Bookkeeper with law firm and trust-accounting experience, we encourage you to apply.

I kept the emphasis on law firm trust/IOTA accounting, since that appears to be the most important qualification, while cutting the repetitive personality traits and overlapping duties.

 

Learn more about Brooks Law Group here: https://www.brookslawgroup.com/about-us/

Facebook: https://www.facebook.com/brookslawgroup/ | LinkedIn: https://www.linkedin.com/company/brooks-law-group-pa/ | Instagram: @looktobrooks

 We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



#ZR

Skills Required

  • Prior bookkeeping or accounting experience
  • Law firm bookkeeping experience
  • Experience managing and reconciling attorney trust or 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
  • Ability to maintain strict confidentiality
  • Ability to manage multiple priorities and deadlines
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The Company
HQ: Tampa, FL
45 Employees
Year Founded: 1992

What We Do

Brooks Law Group is a Florida personal injury law firm founded in 1992 by Stephen K. Brooks in Winter Haven. With offices throughout Central Florida, including Tampa, Lakeland, Orlando, and Winter Haven, the firm represents individuals and families seriously injured by negligence, focusing on car, truck, and commercial vehicle accidents, premises liability, and wrongful death. Its mission is to help injured Floridians obtain maximum compensation and a great client experience.

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