Salinastriallawcareers

Salinastriallawcareers

Bookkeeper

San Antonio, TX

Sponsorship not specifiedDetected 2 days ago
SalesforceFinancial AnalysisAccountingBudgetingExcelQuickBooksResearchCommunicationOrganizational SkillsFinancial ReportingAccounts Payable

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odds of building a lasting career here

16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • Process personal injury settlements from funding through final disbursement, including preparing settlement statements, issuing checks/ACH payments to clients, lienholders, and vendors, and recording all settlement-related entries.
  • Track case costs/advances (filing fees, medical records, experts, investigators), ensure accurate linkage to matters, and coordinate reimbursement to the firm at settlement.
  • Reconcile all bank and credit card accounts monthly, including operating, trust, payroll, and any deposit accounts; investigate and resolve variances in a timely manner.

Responsibilities

  • Maintain the general ledger for operating and trust accounts, including daily posting of receipts, disbursements, and journal entries in QuickBooks (or similar) and case management software.
  • Perform monthly three-way trust reconciliations (bank statement, trust ledger, and individual client ledgers), promptly research and resolve discrepancies, and maintain complete audit-ready documentation.
  • Manage accounts payable: receive, verify, and enter invoices; code to proper matters or GL accounts; schedule and process payments; maintain W‑9s and support for year-end 1099 reporting.
  • Manage accounts receivable: record settlement receipts and other deposits, monitor outstanding balances or reimbursements, and coordinate with attorneys/COO regarding collection issues.
  • Collaborate with the litigation and intake teams to ensure financial data (case costs, liens, settlements) is accurately reflected in case management systems such as Salesforce/ Litify.
  • Maintain organized digital and physical accounting records, including invoices, statements, reconciliations, and settlement files, in accordance with firm document retention policies.

Requirements

  • Ability to remain seated for extended periods (up to 6-8 hours daily) while working on a computer and reviewing financial and case records.
  • Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
  • Proficiency with QuickBooks (or similar accounting software), Microsoft Excel/Office, and experience integrating or working alongside legal case management platforms (e.g., Salesforce, Litify, Filevine, Clio).
  • Ability to work independently and collaboratively in a fast-paced, team‑oriented environment, prioritize competing tasks, and meet tight deadlines.
  • Required Skills/Abilities: Strong analytical and organizational skills with the ability to manage multiple accounts, deadlines, and high-volume transactions accurately and efficiently.

Nice to have

  • Associate's degree in Accounting, Finance, Business, or related field
  • Bachelor's degree preferred (or equivalent relevant experience).
  • 3+ years of bookkeeping experience, including at least 2 years in a law firm or professional services environment
  • personal injury or plaintiff's practice strongly preferred.
  • Demonstrated experience with trust/IOLTA accounting and three-way reconciliations.
  • Prior experience processing settlements, tracking case costs, or managing lien payments in a personal injury context is highly valued.

Skills

  • Excellent written and verbal communication skills to clearly explain financial information to attorneys, staff, and external vendors.

Compensation

  • Partner with the external CPA on quarterly and annual tax filings, year-end close, and any audits or reviews, providing schedules and supporting documentation as needed.

Company info

  • Founded by trial attorney George Salinas, we specialize in advocating for individuals injured in accidents, ensuring their voices are heard and lives restored.

This listing is sourced directly from Salinastriallawcareers's careers page and normalized into a canonical job model.