Finance & Office Coordinator

Do you love clean books, balanced accounts, and an office where everything simply works? Are you the person who spots the one transaction that doesn’t match, follows it to the bottom, and also knows exactly who to call when the front door lock sticks? If so, Simpson Law Firm may have the perfect opportunity for you.

Simpson Law Firm is a growing estate law firm serving families throughout North and South Carolina. We are looking for a Finance & Office Coordinator to join our Operations team in our Fort Mill, SC office.

This role keeps the firm’s finances accurate and its three offices running smoothly. The ideal candidate is a detail-oriented bookkeeper who enjoys variety, takes ownership, and is comfortable being the go-to person for both finance and facilities needs.

The Finance & Office Coordinator will manage day-to-day bookkeeping, accounts receivable and payable, trust deposits, month-end billing, reconciliations in Clio, Lawmatics, and QuickBooks Online, and working closely with our fractional CFO on day-to-day finances and budgeting. This person will also order supplies for our Fort Mill, Ballantyne, and Matthews offices, coordinate facilities needs such as plumbers, handymen, and locksmiths, and handle payroll processing and employee benefits reconciliation.

We value hard work, attention to detail, teamwork, and positive, can-do attitudes and commitment to putting clients first. If you are looking for an opportunity to contribute to a growing firm where your work directly impacts clients and the team around you, we would love to hear from you.

Important: To Apply

Email your resume to careers@simpsonestatelaw.com.

In the body of your email, please let us know why you are the perfect fit for this position and Simpson Law Firm. Following these instructions is part of our evaluation process. No phone calls, please.

Job Responsibilities

  • Record AR deposits (checks, Clio, Lawmatics, ACH, wire transfers) and IOLTA trust deposits accurately, researching and resolving any discrepancies.

  • Process accounts payable, including check requests, vendor invoices, and ACH and wire transfers; enter payments in QuickBooks Online and resolve vendor billing issues.

  • Categorize and match transactions in QuickBooks Online.

  • Process employee reimbursements.

  • Complete Estate Administration and Estate Planning billing requests, including billing drafts, distributions, and stop payments.

  • Complete month-end billing and month-end reconciliations of bank, trust, and credit card accounts.

  • Work with the firm’s fractional CFO, providing statements, documentation, and reports.

  • Track past-due payments with a system for following up and collections.

  • Support year-end tax preparation, including W-9 collection, vendor tracking, and 1099s.

  • Work with our fractional CFO to create and maintain firm and team budgets, and track spending against budget.

  • Manage vendor contracts, renewal dates, and quotes, in coordination with our Director of Operations.

  • Order and manage office supplies for all three offices.

  • Serve as the firm’s facilities point of contact, scheduling and coordinating plumbers, handymen, locksmiths, and other service providers.

  • Travel to our Ballantyne and Matthews offices approximately 1–2 times per month, or as needed.

  • Process payroll each pay cycle.

  • Track and reconcile employee benefits with our benefit providers.

  • Create and maintain process documentation and training videos in Loom and Trainual.

Qualifications

  • High school diploma required; associate’s or bachelor’s degree in accounting, finance, or business preferred.

  • 2+ years of bookkeeping or accounting experience required.

  • Law firm and trust (IOLTA) accounting experience strongly preferred.

  • Advanced, hands-on QuickBooks Online skills required; you know how to navigate and work within QBO confidently. Experience with Clio or Lawmatics is a plus.

  • Working knowledge of AP/AR, ACH and wire transfers, reconciliations, month-end close, and 1099s.

  • Office management, facilities, or vendor management experience is a plus.

  • Confident navigating the Microsoft 365 environment, including Outlook, Teams, Word, Excel, and OneDrive; strong Excel skills preferred.

  • Valid driver’s license and reliable transportation.

Who You Are 

  • Detail-oriented and accurate, with a genuine satisfaction in getting the numbers right.

  • Organized and dependable, meeting recurring deadlines without reminders.

  • A natural problem solver who follows issues through to resolution.

  • Trustworthy and discreet with confidential financial and employee information.

  • Proactive and resourceful, someone who sees what needs to be done and handles it.

  • Professional, friendly, and team-focused.

  • Someone who uses good judgment and knows when to ask questions or escalate concerns.

Location

This is a full-time, in-office position based at our Fort Mill, SC office, with occasional travel (approximately 1–2 times per month) to our Ballantyne and Matthews offices.

Compensation & Benefits

  • Compensation: Competitive pay based on experience.

  • Benefits: Paid Time Off, Paid Holidays, Health Insurance, Matching 401(k). 

  • Perks: Complimentary estate planning documents for employees. 

Our Hiring Process

  • Email resume and include a brief explanation in the body of your email describing why you are the perfect fit for this position and Simpson Law Firm. 

  • Initial pre-screen call. 

  • Interview with HR and Team Director. 

  • Complete skills test and strengths assessment. 

  • Provide business references. 

  • Final interview with the Firm Owner. 

  • Offer extended to selected candidate. 

Are you ready to be part of something meaningful? If you are excited to contribute to a growing firm and thrive in a role where accuracy and ownership matter, we want to hear from you.