Client Accounting Specialist

Overview

• Manage financial aspects of assigned partners’ client portfolios, ensuring adherence to billing guidelines and delivering exceptional service.
• Collaborate with finance management to integrate best practices and maintain accurate billing documentation.
• Monitor work progress and ensure timely billing in accordance with agreements and schedules.
• Prepare and audit client invoices, ensuring compliance with billing requirements and guidelines.
• Maintain regular communication with attorneys and clients to address billing and collection issues.
• Develop and implement collection strategies to minimize financial risk and aged accounts.
• Utilize advanced accounting systems and tools to streamline processes and enhance reporting.
• Participate in system enhancements and propose process improvements to optimize efficiency.

Key Responsibilities & Duties

• Review client and matter setups, ensuring adherence to engagement letters and billing guidelines.
• Produce, review, and distribute prebills for attorney review and coordinate monthly billing schedules.
• Audit client invoices for accuracy and compliance with special billing requirements.
• Monitor accounts receivable balances, escalating significant issues to attorneys and management.
• Develop and maintain collection strategies, negotiating payment arrangements as necessary.
• Assist attorneys and clients with billing and collection-related inquiries and requests.
• Maintain client files and correspondence, ensuring accurate documentation and compliance.
• Propose and implement process enhancements to improve efficiency and client support.

Job Requirements

• Bachelor’s degree in a relevant field strongly preferred.
• 5+ years of legal billing experience with automated billing systems required.
• Proficiency in Aderant Expert or similar automated accounting systems essential.
• Strong attention to detail, organizational, and analytical skills.
• Ability to prioritize tasks efficiently in a fast-paced, deadline-driven environment.
• Excellent communication skills, both verbal and written.
• Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
• Experience in the legal industry’s standard billing requirements preferred.