Client Accounting Specialist

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Evaluate the setup of clients and matters, including rates, discounts, invoice formats, and deferrals, ensuring compliance with engagement letters, billing guidelines, and attorney preferences.

• Maintain records of non-standard billing requirements and revise billing instructions within Aderant and the CET database.

• Oversee work in progress to confirm that matters are billed according to approved agreements and timelines.

• Generate, review, and distribute monthly prebills while collaborating with the secretarial team.

• Carry out billing functions such as edits, write-downs, transfers, and discounts.

• Audit edits in Aderant for both narrative and mathematical precision, ensuring compliance with billing standards.

• Guarantee that client invoices are sent or delivered promptly.

• Manage deadlines for attorneys and clients, including monthly accruals, closings, and billing due dates.

• Hold regular meetings with billing attorneys to discuss clients, matters, billing arrangements, aged work in progress (WIP), accounts receivable, and disputes.

• Supervise accounts receivable, uphold collection policies and procedures, escalate overdue balances, and recommend collection strategies.

• Reach out to clients concerning aged billings, payments, and commitments to pay.

• Investigate and resolve client disputes, involving attorneys as necessary.

• Formulate collection strategies, negotiate payment arrangements, and suggest payment schedules with partner approval.

• Utilize Aderant, ARCS, EIS, and other reporting tools for collections and reporting purposes.

• Collaborate with Cash Receipts staff to correct misapplied payments and reduce unapplied cash/trust balances.

• Prepare requests for write-offs/write-downs and secure necessary approvals.

• Provide assistance to attorneys, secretaries, and clients regarding billing and collections inquiries.

• Keep client files and correspondence organized in iManage.

• Monitor the billing hotline and time correction DTE alias on a rotational basis.

• Share ideas for process enhancements within the system.

• Suggest improvements for client support to attorneys and management.

• Perform additional related duties as assigned.

⛳️ Requirements

• Capability to manage complex accounts with minimal supervision.

• Exceptional attention to detail, accuracy, and organizational abilities.

• Strong analytical and problem-solving skills.

• Ability to exercise judgment to evaluate different courses of action and their potential impact.

• Proficient verbal and written communication skills with attorneys, professional staff, and clients.

• Supportive of organizational changes within the workplace.

• Skillful in prioritizing multiple tasks effectively in a fast-paced, deadline-oriented environment.

• Strong collaboration skills.

• Proficient in Microsoft Office Suite (Excel, Word, Outlook).

• Over 5 years of legal billing experience with automated billing systems.

• Familiarity with the legal industry's standard billing practices.

• Experience with Aderant Expert (formerly CMS) and/or automated accounting systems is required.

• A Bachelor's degree is mandatory.

🏝️ Benefits

• Healthcare

• Life Insurance

• Health Savings Accounts

• Flexible Spending Accounts

• Wellbeing benefits

• Discretionary bonus for eligible employees based on performance

• LinkedIn Learning for enhanced skill development in software and/or industry knowledge