Trust Accounts Investigator

The Office of Bar Counsel in Massachusetts (OBC) investigates and prosecutes ethical misconduct by Massachusetts attorneys, educates attorneys on the Rules of Professional Conduct, and strives to better the profession.  The OBC is seeking a professional with bookkeeping and accounting expertise to conduct financial analysis and review of attorney bank accounts and records. The application deadline is April 7, 2026. GENERAL SUMMARY Massachusetts lawyers are required to hold and safeguard client funds in dedicated trust accounts (aka IOLTA accounts) and to keep detailed accounting records for those accounts, as set forth in Massachusetts Rule of Professional Conduct 1.15.  The OBC is responsible for investigating allegations of a lawyers failure to comply with Rule 1.15, and does so primarily through the investigation of instances of dishonored checks that occur on lawyers IOLTAs accounts.  Lack of compliance may result in Bar Counsel bringing disciplinary proceedings against a lawyer for Rule 1.15 violations before the Board of Bar Overseers and the Supreme Judicial Court.  The investigators primary role is to process dishonored check cases by applying bookkeeping and accounting principles to the review of lawyers accounts and records, auditing the accounts, and assessing whether the records comply with Rule 1.15. The Rule and related record keeping materials can be found at our website,

Created: 2026-03-07