Legal Accounting Specialist

Are you a meticulous accounting professional who takes pride in building accurate, efficient financial systems?

Do you thrive on solving complex challenges, like modernizing outdated processes and creating seamless integrations that keep every number aligned?

Can you balance precision with adaptability, bringing both technical skill and initiative to a fast-evolving legal environment?

Is your approach to accounting defined by accountability, integrity, and a commitment to excellence?

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

 

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Nestled in the heart of Central Florida, Sutton Law Firm stands as a trusted advocate for families and individuals navigating some of life’s most challenging moments. Founded and led by Debra J. Sutton, the firm has built its reputation on compassion, precision, and unwavering dedication to justice. More than just a law firm, Sutton Law Firm is a partner in progress, empowering clients through education, transparency, and empathetic counsel. Whether representing a parent in a custody dispute, a professional pursuing an appeal, or a family planning for a new chapter, Sutton Law Firm blends traditional advocacy with modern technology and communication. With a steadfast belief that every client deserves both excellence and understanding, the firm continues to set the standard for thoughtful, principled representation throughout Florida.

As the firm continues to expand its capabilities and modernize its internal systems, Sutton Law Firm is seeking a Legal Accounting Specialist to join the team. This role represents an exciting opportunity to shape the financial infrastructure of a growing, technology-forward practice, ensuring that every client interaction, from billing to reconciliation, reflects the same precision and professionalism that define the firm’s legal work.

 

What you’ll do:

• Billing Operations: Manage the complete billing lifecycle, including client invoicing, trust accounting, cost posting, payment application, and month-end close. Build streamlined workflows that eliminate redundancies and ensure each transaction is handled with accuracy and care.
• Case Lifecycle Support: Align billing and financial milestones with case progress, ensuring accurate retainers, interim statements, and final accountings. Maintain proactive communication that enhances both the client experience and internal coordination.
• Processes and KPIs: Develop clear standard operating procedures for billing and accounting functions. Create dashboards and reporting tools that measure performance and give leadership timely, actionable financial insights.
• System Migration and Integration: Lead the firm’s transition from PCLaw to Clio Accounting, integrating Clio and QuickBooks into a single, reliable financial ecosystem. Oversee all data mapping, validation, and historical imports to ensure accuracy and transparency throughout the migration.
• System Configuration and Trust Management: Optimize Clio’s backend settings, permissions, and accounting structures to strengthen compliance and efficiency. Configure and maintain trust accounting workflows, develop invoices that reflect trust balances, and automate replenishment and low-balance alerts to enhance the client experience.
• System Maintenance and Optimization: Monitor Clio and integrated platforms to identify and resolve technical or functional issues. Continuously refine configurations and integrations to ensure all financial tools operate smoothly and reliably.
• Team Collaboration: Partner with leadership, attorneys, vendors, and staff to implement best practices and ensure alignment across departments. Lead training initiatives that promote confidence, consistency, and adoption of new accounting processes.
• Financial Integrity and Compliance: Safeguard the accuracy and integrity of all trust accounts and client financial records. Perform timely reconciliations and support audits or internal reviews to maintain compliance with Florida Bar standards and family law best practices.

What we’re looking for: 

• Experience and Expertise: At least two years of professional experience in legal bookkeeping or accounting, with a strong understanding of billing workflows, trust accounting, and financial reporting within a law firm environment. Prior hands-on experience using Clio Accounting or Clio Billing is required.
• Bookkeeping Proficiency: Deep knowledge of legal accounting principles, including invoicing, trust account reconciliation, and month-end financial close. Demonstrates accuracy, consistency, and accountability in managing sensitive financial data.
• Technical Aptitude: Strong ability to configure and troubleshoot accounting systems and integrations. Skilled in data management, imports, and workflow design, with a focus on building efficient, scalable, and reliable processes that support the firm’s growth.
• Tools and Software: Proficient with Clio, QuickBooks, Microsoft Outlook, Excel, and Word. Comfortable navigating accounting integrations and using task management tools within Clio to coordinate work effectively. Experience with PCLaw is a plus.
• Professional Qualities: Meticulous attention to detail, proactive ownership of responsibilities, and excellent communication skills. Adaptable, solution-oriented, and eager to learn as the firm continues to evolve its systems and processes.

Why you should work here: 

• Meaningful Impact: Play a vital role in strengthening the financial foundation of a respected family law and appellate practice that serves clients with compassion and precision throughout Central Florida.
• Leadership Access: Collaborate directly with the Managing Attorney and the Director of Legal Operations. Your work will directly influence key operational systems and firmwide standards.
• Client-First Culture: Join a firm that values empathy, privacy, and education. Sutton Law Firm’s blog and video resources reflect a deep commitment to empowering clients through knowledge and transparency.
• Historic Workplace: Work from the firm’s headquarters at Bartow’s Mann Manor, a beautifully preserved historic building that embodies the firm’s legacy of excellence and community pride.
• Regional Reach: Contribute to a growing, multi-location practice with offices in Bartow, Lakeland, and St. Petersburg. Your work will ensure financial consistency and operational harmony across all offices.

Additional perks:

• Paid Time Off: Enjoy a generous and thoughtfully designed time-off program that supports rest, celebration, and work-life balance. Our PTO structure rewards tenure and ensures team members have meaningful opportunities to recharge throughout the year.

This role is an opportunity to make a lasting impact within a respected law firm that values precision, accountability, and innovation. As Sutton Law Firm continues to modernize its operations, the Legal Accounting Specialist will play a pivotal part in shaping systems that uphold both financial integrity and exceptional client service. This position offers the chance to blend technical expertise with purpose-driven work, contributing directly to the efficiency, transparency, and continued growth of a firm known for its compassion, excellence, and commitment to justice.