Law Offices of Sabrina Li, P.C.

Accountant

• Maintain accurate and up-to-date bookkeeping across all accounts.
• Ensure transactions are consistently and correctly categorized in QuickBooks.
• Perform regular reconciliations for bank accounts, credit cards, and payment platforms.
• Monitor data integrity and resolve discrepancies promptly.
• Track and manage cash flow on an ongoing basis.
• Maintain clear visibility into incoming and outgoing funds.
• Support leadership with cash flow forecasts and liquidity insights.
• Flag potential cash flow risks or irregularities early.
• Review, document, and optimize internal financial workflows.
• Improve expense tracking, billing processes, and internal controls.
• Ensure financial processes are efficient, scalable, and well-documented.
• Recommend and implement system improvements to support accuracy and efficiency.
• Prepare clear, structured financial reports for internal use.
• Support budgeting and forecasting through clean, well-organized financial data.
• Work closely with external CPAs during tax filings, audits, and reviews.
• Ensure compliance with U.S. accounting standards and internal policies.

Staff Accountant

Legal Assistant

• Prepare, organize, and file immigration petitions, applications, and supporting documentation
• Draft and review legal documents, declarations, affidavits, recommendation letters, and correspondence related to immigration matters
• Communicate with clients in both Mandarin and English to gather information, provide case updates, and respond to inquiries professionally and promptly
• Maintain organized and accurate digital case files to ensure efficient case tracking and document management
• Manage and update CRM and case management systems, including platforms such as PracticePanther, Lawmatics, Docketwise, Pipefile, and Monday.com
• Track filing deadlines, monitor case progress, and assist with scheduling and administrative coordination
• Collaborate closely with attorneys and legal support staff on case preparation, strategy, and workflow management
• Utilize legal technology and AI-assisted tools to improve efficiency, organization, and overall case management processes

U.S. Immigration Legal Assistant, Mandarin Bilingual

Human Resources

• Support the employee onboarding process, helping new hires get set up and proficient with the firm's technology stack within their first week.
• Assist with HR document, process, and compliance audits, and monitor completion of required documentation, certifications, training, and policy acknowledgements.
• Follow up with employees and managers on outstanding compliance items.
• Maintain accurate HR records within Rippling and other HR systems.
• Support sourcing for open roles, including candidate outreach and headhunting for hard-to-fill positions when standard applicant pipelines fall short.
• Help manage candidate pipelines and keep hiring managers updated on status.
• Assist with background and reference checks and credential verification.
• Participate in candidate interviews alongside hiring managers.
• Help maintain and update the firm's training curriculum, onboarding materials, and learning resources.
• Assist in creating SOPs, workflow documentation, process maps, and training materials as needed.
• Support the development of assessments and knowledge checks to track training completion.
• Identify opportunities to streamline HR workflows through automation and AI-powered tools.
• Help maintain workflows within monday.com and other operational platforms.

HR Operations Specialist

Operations

• Support the COO in executing strategic initiatives, overseeing day-to-day operations, and coordinating cross-functional projects to keep priorities, deadlines, and deliverables on track.
• Build, implement, document, and continuously improve operational workflows, SOPs, systems, and internal processes, ensuring adherence to firm policies and standards.
• Monitor operational performance, identify bottlenecks, and drive continuous improvement through AI, automation, and technology-driven solutions.
• Develop scalable systems and optimize workflows within monday.com and other business platforms to improve efficiency, consistency, accountability, and employee experience.
• Support referral partnerships, networking initiatives, marketing efforts, client engagement, firm events, and other business development activities, while identifying opportunities to strengthen strategic partnerships and improve client experience.
• Maintain and optimize the firm's CRM system to support lead management, client communications, reporting, and long-term business growth.
• Supervise the firm's administrative and support staff, providing coaching, operational guidance, and performance support.
• Support recruitment through candidate pipeline management, interviewing, onboarding, and new hire integration, partnering with HR and the COO to ensure consistent execution of people-related policies and processes.
• Drive employee accountability, support performance management, and contribute to ongoing professional development initiatives.
• Support financial and operational reporting, budgeting initiatives, performance tracking, and operational documentation on behalf of the COO.
• Manage vendor relationships, software subscriptions, office resources, operational contracts, and expenses, identifying opportunities for cost savings and process improvements.

Operations Manager – Law Firm Operations Administrator

Marketing

• Oversee a marketing team of three (3), with potential growth to four (4) team members
• Hands-on with planning, quality control, performance analysis, and continuous optimization
• Responsible for setting direction, managing people, and ensuring consistent execution across all marketing channels
• Oversee the firm's website, digital campaigns, content systems, and brand presence
• Guide the team to convert complex immigration law concepts into clear, client-centered messaging
• Responsibilities include supervising and mentoring a marketing team; assigning priorities; reviewing work for quality, compliance, and effectiveness; ensuring deadlines and KPIs are met
• Lead the firm's website strategy, including structure, UX, landing pages, and conversion optimization
• Oversee content creation across video, social media, email, and web platforms
• Manage and optimize paid marketing efforts, including Google Ads and landing pages
• Direct SEO and GEO strategy and execution
• Analyze marketing data across channels, monitor KPIs, identify gaps or inefficiencies, and present actionable recommendations to firm leadership
• Implement systems, workflows, and tools to improve efficiency, consistency, and scalability
• Work closely with firm leadership to align marketing strategy with business objectives, intake capacity, and growth plans

Staff Accountant

U.S. Immigration Legal Assistant, Mandarin Bilingual

HR Operations Specialist

Operations Manager – Law Firm Operations Administrator

Marketing Manager