Job description

Job Title: Financial Manager/Bookkeeper

Placement Type: Direct Hire

Salary: $45,000 - $65,000+ (Based on Experience)

Location: Sun Prairie, WI

Schedule: Monday – Friday; 8am – 5pm

Position Overview

Our Sun Prairie area law firm client is looking for a full-time Financial Manager/Bookkeeper to join their team. This client practices Personal Injury, Traffic, Elder Law, Estate Planning, Trusts, Guardianships, Probate, Real Estate, LLC’s, Corporations, and more. This position will oversee the financial wellbeing of the law firm, the title company owned by the managing Attorneys, and also the rental property company which they also own. Essential to this position is the management of the law firm’s Trust account, in which they hold money on behalf of their clients.

The right candidate will be trustworthy and reliable. This position will be best suited to someone with experience managing large amounts of money held in multiple accounts, as well as someone who is able to develop and implement creative solutions. The billing system in place is efficient and effective but will need management. This position has little to no interaction with clients but interacts frequently with other employees. The ideal candidate will have experience managing and balancing multiple accounts with sums in the range of $1-$5 million.

Responsibilities

• Keeping checkbooks balanced

• Completing worker’s compensation audits for the law firm, the title company owned by the managing Attorneys, and also the rental property company which they also own

• Manage income and expenditures for all three companies

• Weekly payroll

• Responsible for monthly financial reporting for all three businesses, including all income and expenses for rental properties

• Being the point of contact between employees and management

• Providing analytical and financial support to the departments within the business and handles all accounts receivable and accounts payable

• During tax season, they will work closely with their corporate tax preparer to ensure they have all necessary information to prepare returns

• This position does not prepare the taxes, so a CPA is not necessary

• Manage employee benefits (hours, insurance, PTO, etc.)

• Keep attorney licenses and tax I.D.s up to date, ensuring they are renewed before deadlines

• Assist the attorney in preparing financial reports for the municipality, and ensure bills and mortgages are paid on time

Qualifications

• Associates degree in Business, Accounting, or related field

• Preferably at least 3-5 years experience

• Proficiency in Quicken and Microsoft Excel

• Experience with Timeslips software is preferred but not necessary

• Limited training will be provided, but experience managing a Trust account and large amounts of money is necessary, as this is a one-person department

• The ideal candidate will have some experience with Human Resources matters, as this position is the point of contact for employee questions and concerns

Knowledge, Skills, Abilities

• Experience managing a Trust account

• Highly organized

• Self-starter

• Experience with Microsoft Office (Word, Excel, Outlook)

• Excellent written and verbal communication skills

• Ability to work independently

• Ability to multitask and prioritize

• Strong attention to detail

Benefits

• Eligible for 401(K)

• Health, Dental, and Life Insurance are available

• Paid Time Off

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Sun Prairie, WI 53590: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Accounting: 2 years (Required)

Work Location: One location

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