Job Description
- Job Title: Accounting - Client Account Specialist - Salary: $90,000 - $100,000 annually - Experience: Minimum of 3 years in billing or accounts receivable in a professional services firm, preferably a law firm - Location: San Francisco Bay Area, California, USA
H1: The Opportunity: Client Account Specialist (Flexible Hybrid in SF Bay Area) H2: Responsibilities and Requirements
- Perform various functions to support the delivery of quality legal services to clients - Provide support for billing and collections activity - Solve problems and respond to inquiries related to invoice balances and cash received - Update collections database and prepare statements for clients - Communicate with attorneys and clients to resolve invoice issues and stale receivables - Assist with special projects and requests - Provide instruction and assistance with time and matter programs - Make system updates for billing and accounts receivable information - Manage client trust accounts in accordance with California State Bar guidelines - Submit accurate and timely reports - Flexible hybrid position requiring in-person work in San Francisco and remote work in California
H2: Day-to-Day Tasks
- Prepare and post client invoices - Research inquiries and discrepancies - Interface with attorneys and secretaries - Resolve issues and ensure necessary data updates are in place - Make text edits and adjustments - Implement rate adjustments and update address information - Prepare task-based and electronic bills - Troubleshoot e-billing rejections - Provide expense backup and make manual adjustments to bill formats - Review and verify pre-bill to invoice data - Release approved pre-bills for posting - Verify release output and post final pre-bills to accounts receivable - Send invoices via email and submit electronic formats for e-bill clients - Reconcile and research questions or issues pertaining to daily cash receipts - Accurately apply payments or make client refunds - Enter payments into accounting system - Scan checks with supporting backup - Organize and scan checks for daily bank deposit - Record daily trust account deposits - Ensure appropriate supporting backup and authorization is presented - Prepare checks or wire transfer forms for disbursements - Obtain signatures from authorized partners and/or staff - Complete required bank forms to establish new client trust accounts - Place client overpayments in trust and process refunds or alternative invoice applications - Maintain accurate electronic files for billing and cash receipt related activity - Update special excel files and document daily cash receipts - Maintain accurate collections files and email folders - Maintain payment activity spreadsheets for complicated/multi-party billing matters - Submit accrual, budget, and rate data as requested by client - Distribute monthly trust account report to Responsible Partner - Record retainer activity and send follow-up emails - Provide audit response financial information and timekeeper memorandum - Create bill and payment or specialty reports - Direct attorneys and secretaries to various matter related reports - Alert Accounting Manager of potential risk management problems - Enter third-party matter expense credits and disbursements - Review cost recovery/disbursement output and post charges - Maintain monthly disbursement files and electronic cost recovery archives - Monitor unapplied cash activity and work with Billing to reapply cash when necessary - Respond to attorney and client requests - Communicate with attorneys and clients regarding stale accounts - Make recommendations for resolution - Assist with other items on daily collections task list - Support other collections strategy activity in the Collections Coordinator's absence - Work cooperatively and collaboratively with others - Strive to meet deadlines and follow firm policy and department protocols - Maintain department customer service standards - Assist with special projects as assigned - Communicate with clients in a professional and service-oriented manner - Work cooperatively with attorneys, secretaries, and others
H2: Requirements
- Minimum of 3 years billing or accounts receivable experience in a professional services firm, preferably a law firm - High school diploma or GED required - College or extension courses in accounting and/or business desirable - Proficient in MS Office Suite (Word, Outlook, Excel) and PDFs - Familiarity with billing and accounts receivable software - High level of knowledge regarding billing and accounts receivable principles - Accurate touch typing and data entry - Excellent interpersonal and communication skills - Strong time management skills - Ability to work under pressure and coordinate multiple tasks - Strong organizational skills and attention to detail
H2: What We Provide
- Competitive salary - Excellent benefits including medical, dental, vision, PTO, educational reimbursement, and charitable contribution matching - Flexible hybrid position - Warm, collegial, professional, and rewarding work environment - Opportunities for personal satisfaction and professional accomplishment
H2: Who We Are
- Leading Northern California law firm - Representing corporate and private clients in business transactions and complex litigation - Headquartered in San Francisco with an office in Napa Valley focused on the wine industry - Committed to diversity, equality, and inclusion - Actively participating in local communities through pro bono work, charitable giving, and participation in charitable and civic organizations - Recognized for industry and peer excellence - First major law firm in San Francisco to obtain certification as a green business - Committed to equal employment opportunity and providing reasonable accommodations
H2: Commitment to Diversity, Equality Inclusion
- Welcoming, supporting, and promoting the interests of women, families, and people of all ethnicities and sexual orientations - Valuing attributes such as enthusiasm, character, and high ethical standards - Core qualities in all individuals who work with us - Longevity of employees speaks to warm, collegial, professional, and rewarding environment - Named one of the Best Places to Work in the Bay Area by San Francisco Business Times / Silicon Valley Business Journal - Ranked on Best Midsize Law Firm to Work For in the
