Senior Bookkeeper (Carmel)

Nelson & Frankenberger is seeking an experienced, highly dependable Senior Bookkeeper to oversee the day-to-day financial operations of both the law firm and its affiliated title company, RTS Title.

This critical position requires exceptional accuracy, sound judgment, discretion, and a strong understanding of accounting principles and financial controls. The Senior Bookkeeper serves as a trusted financial resource responsible for maintaining accurate records, managing billing and payment activity, processing reconciliations, supporting payroll-related administration, and overseeing financial transactions associated with legal and title operations.

This role works with client funds, trust accounts, title transactions, payroll-related records, and other regulated financial activities. As such, exceptional attention to detail, professional integrity, and adherence to established accounting procedures are essential.

The ideal candidate will bring substantial bookkeeping or accounting experience, preferably within a law firm, title company, accounting firm, financial services organization, or other professional-services environment.

Why This Role Matters

The Senior Bookkeeper plays a vital role in protecting the financial integrity of both the law firm and title company. This position manages financial processes requiring precision, confidentiality, regulatory compliance, and strong internal controls.

We are seeking a professional who takes ownership of their work, understands the importance of accuracy in financial reporting and transaction management, and takes pride in maintaining well-organized and compliant financial operations.

Essential Responsibilities

Core Financial Operations (Applicable to Both Nelson & Frankenberger and RTS Title)

• Maintain accurate financial records and prepare weekly and monthly financial reports.
• Process accounts payable and accounts receivable, including invoice entry, payment processing, collections support, and vendor payment administration.
• Process checks, deposits, incoming payments, wire transfers, and account transfers while maintaining appropriate financial controls.
• Perform monthly bank account reconciliations and resolve discrepancies promptly.
• Maintain check stock, banking supplies, and related financial records.
• Support payroll administration, compensation reporting, employee benefit tracking, insurance records, and SIMPLE IRA recordkeeping.
• Prepare reimbursement payments and other approved disbursements.
• Ensure compliance with established accounting procedures, internal controls, and documentation requirements.
• Assist with financial audits, reporting requests, and other accounting-related projects as needed.
• Serve as a backup resource for designated HR, office management, and financial administrative functions.

Nelson & Frankenberger (Law Firm) Responsibilities

• Enter and post attorney and staff time.
• Prepare attorney prebills, process approved billing adjustments, and generate monthly client invoices.
• Prepare specialized client invoices and apply approved discounts when authorized.
• Submit invoices through Legal Tracker and other client billing platforms.
• Monitor accounts receivable and provide attorneys with information regarding outstanding client balances.
• Manage monthly lease payments and firm-specific financial obligations.
• Support partner compensation, quarterly distributions, and bonus-related financial processes.

RTS Title Company Responsibilities

• Perform daily and monthly IOLTA/trust account reconciliations.
• Process title-related checks, incoming and outgoing wire transfers, and transaction disbursements.
• Verify SoftPro orders balance prior to disbursement and confirm all closing requirements have been satisfied.
• Track transactions requiring disbursement and maintain daily disbursement reports.
• Process and track commission payments.
• Enter payroll information into Perfect Practice.
• Manage title company operating and trust account activity, including canceled-order transactions.
• Ensure compliance with trust accounting requirements, title regulations, and client-fund handling procedures.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Five (5) or more years of bookkeeping, accounting, or comparable financial operations experience.
• Demonstrated experience with:
• Bank reconciliations
• Accounts payable
• Accounts receivable
• Billing and invoicing
• Financial reporting
• General bookkeeping functions
• Strong proficiency with Microsoft Excel and other business software applications.
• Ability to maintain accurate records and follow established accounting procedures and internal controls.
• High level of discretion and professionalism when handling confidential financial, employee, client, and partner information.

Preferred

• CPA designation preferred but not required.
• Experience within a law firm, title company, accounting firm, financial services organization, or similarly regulated environment.
• Experience with trust accounts, escrow accounts, IOLTA accounts, client funds, or other regulated financial accounts.
• Experience processing wire transfers and transaction-based financial activities.
• Experience with legal, accounting, title, or practice-management software.
• Experience with SoftPro, Perfect Practice, Legal Tracker, or comparable systems.

Knowledge, Skills & Attributes

The successful candidate will be:

• Exceptionally detail-oriented with a strong commitment to accuracy.
• Highly organized and capable of managing multiple recurring deadlines.
• Dependable and consistent in following established procedures.
• Comfortable taking ownership of critical financial processes.
• Able to identify discrepancies and resolve issues proactively.
• Skilled at reconciling information across multiple systems.
• Trustworthy and discreet when handling sensitive information.
• Professional and composed when communicating with attorneys, staff, clients, vendors, financial institutions, and outside partners.
• Capable of exercising sound judgment and recognizing when additional review or approval is necessary.
• Proactive in maintaining organized documentation and strong financial controls.
• Comfortable working independently while communicating effectively regarding questions or concerns.

Benefits

Nelson & Frankenberger offers a competitive benefits package, including:

• Competitive compensation
• Paid Time Off
• Health, dental, life, and disability insurance
• SIMPLE IRA with employer match

Equal Opportunity Employer

Nelson & Frankenberger is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Applicants must be legally authorized to work in the United States without current or future employer sponsorship.

Recruiting Agencies: Please do not contact us regarding this position. Unsolicited resumes submitted by staffing agencies will not be accepted.

Disclaimer: This job description is intended to describe the general nature and level of work performed by employees in this position. It is not intended to be an exhaustive list of duties, responsibilities, or qualifications. Duties and responsibilities may be modified at any time to meet the needs of the firm.