Accounting Specialist

The Billing, Collections & Accounts Receivable Specialist is responsible for ensuring accurate and timely billing, posting payments, resolving discrepancies, overseeing collections activity and maintaining customer account data for the firm.

Requirements

• Prepare, review, and finalize monthly attorney billing, ensuring accuracy, compliance, and timely delivery.
• Process e‐billing invoices through client billing portals when required.
• Process credit adjustments and re-bills as needed.
• Coordinate with attorneys to resolve billing discrepancies and obtain approval for final bills.
• Manage write-downs, write-offs, transfers, and billing adjustments as authorized.
• Assist with reconciliation of AR aging reports, ensuring accuracy and timely updates.
• Monitor accounts for overdue balances and initiate collection efforts in a professional, client‐focused manner.
• Communicate with clients regarding outstanding invoices, payment plans, and account inquiries.
• Document all collection activity and escalate delinquent accounts when needed.
• Research incoming payments (checks, ACH, wire, credit card) for Accounts Receivable Lead.
• Research and resolve payment discrepancies, short-pays, and misapplied funds.
• Assist with month‐end and year‐end closing activities.
• Provide detailed billing summaries, statements, and account status updates to attorneys and clients.
• Support attorneys and legal staff with billing inquiries, guidelines, or portal requirements
• Maintain strict confidentiality and adhere to legal ethical requirements, including trust account handling.
• Ensure adherence to firm policies, state bar regulations, and client billing requirements.
• Maintain organized digital records for invoices, payments, and correspondence.
• Assist with financial audits and special projects as needed.