If you thrive on keeping things organized and running smoothly, this role puts you at the center of a fast-paced law firm’s financial operations, and ready to make an impact. This is a great opportunity for someone who enjoys both structure and problem-solving in a professional services environment. Join Our Team!
Overview:
We are seeking a highly organized, detail-driven Legal Billing Specialist to execute and manage the firm’s bi-monthly billing workflow: statements, trust accounting, accounts receivable, client replenishment workflows, client communications regarding billing and collections, and financial reporting.
Key Responsibilities:
- Manage client billing operations, including onboarding clients to billing procedures and responding to billing inquiries.
- Oversee bi-monthly RFA and FFA billing cycles.
- Monitor retainer balances against replenishment thresholds, initiate and process replenishment requests, and proactively manage payment follow-ups.
- Monitor and manage IOLTA/Trust & Bank accounts, including compliant trust-to-operating transfers and adherence to trust accounting rules.
- Maintain accurate AR tracking, operating ledgers, and financial records in audit-ready condition.
- Ensure system-wide billing accuracy across MyCase, QuickBooks, LawPay, and Bank’s NOTA system.
- Generate cycle totals, statements, financial summaries, and billable hour reports for leadership.
- Payroll experience is a plus, with potential for responsibilities in this area.
Qualifications:
- 3+ years AR, billing, or bookkeeping experience.
- Experience in legal billing, trust accounting, or law firm bookkeeping strongly preferred
- Proficiency with MyCase (or Clio), LawPay, QuickBooks, and trust accounting systems preferred.
- Attention to detail in accounting software (QuickBills, IOLTA/Trust - NOTA)
- Advanced Excel skills
- Critical thinking & business writing skils.
- Effective communication for client and team interactions.
- Mac Proficient
GET IN TOUCH
If this sounds like your job, your team, and you think you’d be a GREAT fit for our Firm’s culture, we very much look forward to speaking with you soon. Find our job posting on workatourlawfirm@gmail.com to submit your resume and interest in this position.