Client Accounting Specialist

What you'd do

• Review Client and Matter set up (including rates, discounts, invoice formats and deferrals, etc.) to ensure adherence to engagement letters, billing guidelines, manage to attorney preferences and address any differences timely to provide accurate billing.
• Maintain documentation of all non-standard billing requirements. Update the Client and Matter Billing Instructions in Aderant, CET data base to ensure they remain current.
• Monitor work in progress to ensure all matters are billed per approved agreement and schedule, ensure necessary billing systems reflect current status.
• Produce, review and distribute prebills on a monthly basis and as needed for review by attorneys, coordinate with secretarial team to obtain prebills by monthly due date.
• Perform various billing functions as required to produce client invoices (edits, write downs, transfers, discounts, etc.).
• Audit all edits once pushed into Aderant (narrative and mathematical calculations), ensure calculations are correct and in accordance with special billing requirements prior to posting.
• Ensure client invoices are mailed or delivered timely in accordance with firm guidelines as well as any client guidelines.
• Manage attorney and client deadlines; estimate due dates as required for monthly accruals and/or closings and monthly billing due dates.
• Meet with billing attorneys on a regular basis to discuss new clients and matters, any special billing arrangements, aged WIP and aged Accounts Receivable or issues/disputes that require action.
• Actively monitor accounts receivable balances while upholding and maintaining the firm’s collection policies and procedures; escalate significant or delinquent balances to the attention of billing attorneys and management in timely manner, actively suggest collection strategies and monitor as necessary, maintain ARCS categories to reflect current client status.
• Maintain regular client contact to follow-up on aged billings, payments and/or promise to pay.

What they want

• Ability to handle complex accounts with limited assistance.
• Strong attention to detail, accuracy and organizational skills.
• Strong analytical and troubleshooting skills.
• Ability to use judgment to assess various courses of action and potential impact.
• Communicate effectively; both verbal and written with attorneys, staff professionals and clients.
• Supportive of business changes within the workplace.
• Ability to prioritize multiple tasks efficiently in a fast-paced, deadline-driven environment.
• Strong teamwork skills.
• Proficient in Microsoft Office (Excel, Word, Outlook).
• We're a team that embraces AI and innovation as part of how we work. We're looking for people who are curious about new tools, willing to experiment, and open to evolving how they do their best work.