Legal Accounts Assistant VA
A senior Legal Accounts Assistant runs the day-to-day finances of your firm, from billing and disbursements to office and trust ledgers, so invoices go out on time and the accounts stay accurate and audit-ready.
- Top 1% vetted talent
- No lock-in contracts
- Replacement guarantee
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Hourly rates · No lock-in contracts
Description
A Legal Accounts Assistant VA manages everyday financial administration for a law firm, including client billing, disbursements, office ledgers, trust transactions and reconciliations. They can also support collections, supplier payments, month-end reporting and audit preparation. Outsource Teams provides top 1% vetted talent with legal accounts experience, no lock-in contracts and a replacement guarantee, helping firms keep financial records organised and ready for review.
Responsibilities
- Prepare and issue client invoices from recorded time and disbursements in Clio, LEAP, Actionstep or Xero Practice Manager.
- Post receipts, disbursements and journals to the office ledger and reconcile bank accounts monthly.
- Process trust or client account transactions accurately and keep the trust ledger reconciled for the principal's review.
- Chase overdue invoices in line with the firm's collections policy and report on ageing.
- Process supplier bills, counsel fees and expense claims for payment approval.
- Prepare month-end reports on billing, work in progress, lock-up and fee earner performance.
- Maintain accurate matter-level financial records and answer lawyers' queries on balances.
- Prepare working papers and reconciliations for the firm's accountant and external auditor.
- Support payroll, superannuation or pension and statutory returns as directed by the finance manager.
Software & Tools
Requirements
- At least 5 years in legal accounts, bookkeeping or accounts administration, with time spent in a law firm.
- Experience with legal billing and trust accounting in Clio, LEAP, Actionstep, Smokeball or a comparable system, plus Xero or QuickBooks.
- Understanding of trust or client account rules and why office and trust money must never mix.
- Intermediate to advanced Excel for reconciliations and reporting.
- Accurate, numerate and methodical, with a track record of clean month-end closes.
- Clear written English for client invoices, statements and correspondence with lawyers and auditors.
- Reliable high-speed internet and backup power, and availability during the client's finance working hours.
Frequently Asked Questions
What finance tasks can they handle?
They can prepare invoices, post receipts and disbursements, reconcile bank accounts, process bills and prepare month-end reports.
Can they work with trust accounts?
Yes. They can process trust or client account transactions and maintain reconciled trust ledgers for the responsible principal’s review.
What systems can they use?
They can work with LEAP, Actionstep, Xero, Clio, Microsoft Excel, MyCase and Osprey.
How experienced are the candidates?
Candidates are expected to have at least five years in legal accounts, bookkeeping or accounts administration, including experience within a law firm.
How much does it cost?
Rates start at $7 USD per hour for entry level, $9 USD per hour for intermediate and $12 USD per hour for senior talent. Full-time and part-time options are available.
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