Bookkeeper

Are you a master of precision, skilled in the art of meticulous financial management, and driven by the desire to ensure flawless accuracy in bookkeeping?

Do you thrive on organizing complex financial data, cleaning up processes, and ensuring compliance with ethical standards in trust account management?

Is your approach to financial stewardship guided by integrity, thoroughness, and an unwavering commitment to excellence?

Final question: When faced with a challenge, do you get excited or run away?

 

** IMPORTANT: TO APPLY **

If you have any questions, please email recruit@crisp.co only.

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

 

At Peterson & Associates, P.C., we pride ourselves on being a leading personal injury law firm dedicated to securing justice for individuals who have suffered due to the negligence of others. With decades of experience, we have built a reputation for delivering exceptional results, recovering millions of dollars for our clients, and fighting tirelessly to ensure their voices are heard. Our commitment to excellence extends beyond the courtroom, with a deep focus on client care and community involvement.

Based in Kansas City, our firm handles complex personal injury cases ranging from catastrophic injuries and wrongful death to defective medical devices and product liability. Our firm was founded with one goal in mind: to advocate for the injured. Our results-driven approach, combined with a dedication to personalized service, has solidified our position as a trusted advocate for justice.

As Peterson & Associates, P.C. continues to grow, the need for meticulous financial management has never been more vital. The Bookkeeper will be at the heart of our financial operations, ensuring the accuracy, efficiency, and compliance that underpin our ability to serve our clients effectively. This role is not just about numbers; it’s about maintaining the financial health of the firm, enabling seamless day-to-day operations, and supporting our mission to fight for justice. The Bookkeeper will play a key role in sustaining the foundation of our practice. This is an opportunity to join a passionate team, contribute to meaningful work, and directly impact the firm’s ability to achieve exceptional results for our clients.

 

What you’ll do:

• Manage Accounts Payable/Receivable: Ensure timely payments, accurate documentation, and organized recordkeeping for smooth financial operations.
• Perform Daily Bookkeeping Tasks: Oversee expense tracking, transaction categorization, and bill payment using QuickBooks.
• Track Client-Related Expenses: Maintain accurate documentation of client expenses in systems like Filevine or Timeslips.
• Reconcile Accounts and Monitor Cash Flow: Perform regular account reconciliations, track cash flow, and prepare detailed financial reports to inform decision-making.
• Distribute Client Settlements: Process and record client settlements promptly and accurately.
• Handle Payroll and Compliance: Oversee payroll processing, tax compliance, and trust account management with precision and adherence to regulations.
• Oversee Vendor Payments and Budgets: Ensure timely vendor payments, monitor budgets, and manage insurance policy renewals.
• Support Financial Planning: Monitor budget performance, analyze revenue and expenses, and identify trends to guide future financial decisions.
• Collaborate on Long-Term Strategies: Contribute to forecasting, investment planning, and optimizing resource allocation.
• Prepare and File Compliance Reports: Handle quarterly payroll taxes, 1099 filings, and year-end reporting in collaboration with the CPA.

What we’re looking for: 

• QuickBooks Proficiency: Advanced knowledge of QuickBooks, with the ability to generate financial statements, record journal entries, and maintain accurate accounts.
• Communication Abilities: Skilled at handling 1:1 conversations and making phone calls to clarify financial details or address unexpected issues confidently.
• Financial Reporting Experience: Proven ability to prepare and analyze profit and loss statements, balance sheets, and cash flow reports for informed decision-making.
• Payroll Knowledge: Familiarity with ADP or similar platforms for processing payroll, managing taxes, and ensuring compliance with labor laws.
• Problem-Solving Skills: A proactive thinker capable of identifying discrepancies, resolving issues efficiently, and ensuring smooth financial operations.
• Attention to Detail and Organizational Skills: A meticulous individual with strong organizational capabilities to manage multiple tasks, accounts, and processes simultaneously, ensuring accuracy and that no detail is overlooked.
• Professionalism and Accountability: Demonstrate consistent reliability by showing up prepared and on time, fulfilling all responsibilities with integrity and diligence.

 

Why you should work here: 

• Impactful Work: Your contributions at Peterson & Associates, P.C. go beyond supporting operations; you play a pivotal role in enabling a team that advocates for justice and helps clients rebuild their lives.
• Be Part of a Trusted Legal Team: Join a firm with a reputation for securing significant results in personal injury cases and making a meaningful difference in clients’ lives.
• Growth and Career Advancement: For the right person who takes ownership of this role and demonstrates great success, there are opportunities for career growth and advancement within the firm.

 

Additional perks:

• Paid Time Off: Enjoy 13 days of paid time off annually to rest and recharge, offering a balance between work and personal time to focus on what matters most.
• Health Insurance: Enjoy employer contributions toward United Healthcare premiums, with coverage options for your spouse and dependents.
• Vision and Dental Insurance: Vision and dental plans are available to help you maintain your overall health and well-being.

 

At Peterson & Associates, P.C., the Bookkeeper is not just a numbers person but a pivotal member of our team. Your work will ensure financial integrity and operational excellence, empowering us to serve our clients and community with unparalleled dedication.