Client Accounting Specialist

2 weeks ago


New York, United States Buchanan Legal Professional Services Full time

A prestigious Am Law firm is seeking a Client Accounting Specialist to manage the financial aspects of partners' client portfolios in accordance with departmental standards. Working closely with the finance management team, you'll ensure top-notch service to both internal partners and external clients. This position is available in NYC, D.C., SF, Santa Monica, Silicon Valley, or Seattle.


Responsibilities:

  • Review and manage client and matter setups to ensure compliance with engagement letters, billing guidelines, and attorney preferences.
  • Maintain documentation of non-standard billing requirements and update billing instructions accordingly.
  • Monitor work in progress to ensure accurate billing and reflect current status in billing systems.
  • Generate, review, and distribute prebills monthly, coordinating with secretarial teams for timely completion.
  • Perform various billing functions, ensuring accuracy and compliance with billing requirements.
  • Ensure timely delivery of client invoices according to firm and client guidelines.
  • Manage attorney and client deadlines, estimating due dates for monthly accruals and billing.
  • Conduct regular meetings with billing attorneys to discuss new clients, special billing arrangements, and outstanding accounts.
  • Actively monitor accounts receivable balances and collaborate with attorneys on collection strategies.
  • Maintain regular client contact to follow up on aged billings and payments.
  • Research and resolve client disputes promptly, engaging attorneys as needed.
  • Develop and maintain collection strategies to minimize financial risk exposure.
  • Utilize billing and collections reports to assist in the collections process.
  • Share ideas for system process enhancements and client support improvements.


Qualifications:

  • Bachelor's degree required.
  • 5+ years of legal billing experience with automated billing systems.
  • Experience with Aderant (previously CMS) and/or automated accounting systems required.
  • Ability to handle complex accounts independently.
  • Analytical and troubleshooting skills.
  • Proficiency in Microsoft Office (Excel, Word, Outlook).


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