Accounting IOLTA Clerk Houston

About the Law Office of Bryan Fagan, PLLCAt the Law Office of Bryan Fagan, we’re more than just a family law firm — we’re a fast-growing team dedicated to providing exceptional legal service with compassion, integrity, and professionalism. Headquartered in Houston, we’ve built a reputation for helping Texas families navigate life’s most important transitions.As our firm continues to expand, we’re strengthening our Accounting Department to support our growing operations. This is an exciting time to join our team — you’ll be part of a dynamic environment where innovation, teamwork, and professional growth are encouraged every day.

The Accounting IOLTA Clerk plays a vital role in maintaining the integrity and accuracy of our client trust accounts. This position ensures full compliance with IOLTA regulations and supports the firm’s accounting functions by managing, reconciling, and reporting all trust-related transactions.You’ll work closely with our attorneys, paralegals, and accounting staff, contributing to the financial backbone of one of Houston’s most respected and fastest-growing family law firms.

Requirements

Key Responsibilities

Transaction Processing

• Process all incoming and outgoing funds related to IOLTA accounts, including client retainers, settlements, disbursements, and refunds.
• Verify the accuracy and documentation of all trust account transactions.
• Prepare electronic transfers (ACH, wires) and checks related to IOLTA accounts.
• Maintain accurate and up-to-date trust transaction records in the firm’s accounting system.Reconciliation

• Perform daily, weekly, and monthly reconciliations of IOLTA bank statements.
• Identify and resolve discrepancies quickly and accurately.

• Prepare detailed reconciliation reports for review by the Accounting Manager.Compliance & Reporting
• Ensure all activities comply with state bar association IOLTA rules.
• Assist with internal and external audits of trust accounts.
• Generate, maintain, and archive IOLTA documentation and reports in compliance with firm and regulatory policies.

Communication & Support

• Respond promptly to inquiries regarding client trust balances and transactions.
• Collaborate with legal staff and accounting team members to support smooth financial operations.
• Provide assistance with other accounting tasks as needed.

Qualifications

• Education: High school diploma required; Associate’s degree in Accounting, Finance, or a related field preferred.
• Experience: 2+ years of accounting or bookkeeping experience; prior IOLTA or trust accounting experience highly preferred.

Skills:

• Strong understanding of accounting principles and reconciliation procedures.
• Proficiency in QuickBooks, Clio, or similar accounting systems.
• Advanced Excel skills
• High attention to detail, accuracy, and confidentiality.
• Excellent communication and organizational skills.

Benefits

Enjoy Your Total Rewards Package!

• Paid Time Off!
• Affordable Medical, Dental, and Vision plans
• Also, Short/Long Term Disability Life Insurance and Voluntary Term Life Insurance
• An outstanding 401K (5% Match!)

Equal Opportunity Statement:We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.