Senior Client Accounting Specialist

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

📋 Description

• Conduct a review of Client and Matter setup, ensuring compliance with engagement letters, billing guidelines, attorney preferences, and system requirements regarding rates, discounts, and deferrals.

• Recommend and implement administrative and system solutions for intricate client billing needs.

• Maintain up-to-date documentation and Client and Matter Billing Instructions in Aderant and the CET database.

• Oversee work in process, prebills, billing exceptions, and adhere to monthly billing deadlines.

• Generate, review, distribute, and audit prebills and client invoices.

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

• Ensure timely delivery of invoices in accordance with firm and client guidelines.

• Regularly meet with billing attorneys to discuss clients, matters, billing arrangements, aged WIP, and accounts receivable.

• Monitor accounts receivable and escalate issues related to significant or overdue balances.

• Communicate with clients concerning aged billings, payments, and commitments to pay.

• Formulate collection strategies, negotiate payment plans, and initiate escalations for clients who are slow to pay or unresponsive.

• Investigate and resolve client disputes along with misapplied or unapplied payments.

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

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

• Mentor and train new team members and junior staff; manage the distribution of work requests.

• Support Prebill Manager training initiatives.

• Maintain client files and correspondence using iManage.

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

• Troubleshoot system issues and recommend enhancements.

• Execute other related duties as assigned.

⛳️ Requirements

• A minimum of 6 years of legal billing experience with automated billing systems or equivalent experience in service industries.

• Desired experience with Aderant Expert (formerly known as CMS) and/or automated accounting systems is required.

• Proficient in using Windows, MS Office, MS Excel, and MS Word.

• Familiarity with the standard billing requirements of the legal industry.

• High attention to detail and accuracy.

• Strong business acumen and judgment.

• Excellent analytical and troubleshooting abilities.

• Capacity to work independently, evaluate courses of action, and consider potential impacts.

• Ability to thrive in a team-oriented environment and engage with professionals at various levels.

• Proficient verbal and written communication skills to interact effectively with attorneys, secretaries, staff, and clients.

• Competence in organizing and prioritizing multiple tasks in a dynamic, deadline-driven environment.

🏝️ Benefits

• Healthcare

• Life Insurance

• Health Savings Accounts

• Flexible Spending Accounts

• Wellbeing

• Discretionary bonuses for eligible employees based on performance