Billing Specialist

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Billing Specialist (Legal)
The candidate will reconcile all time and expense entries, preparing draft, final bills and supporting financial information released to clients, the set-up of client billing sheets, maintaining client budgets and client billing rates. Post of daily cash receipts, reconciling American Express credit card transactions to the statement for billing attorneys assigned and back-up for other team members. Work with the Lead Billing Specialist and reports directly to the Accounting Manager and has daily interaction with and indirect reporting to firm partners. Work closely with the firm’s Accounting Manager to coordinate financial data flow and maintain accuracy. Generate monthly client prebills, ensuring that client rates are current and correct. Oversee billing process by preparing and finalizing client invoices, including all adjustments, e-billing and alternative bill formats, rate schedules, contracted billing requirements, requests for deferrals, discounts, write-offs, and application of trust funds as stipulated in the client agreement, or as directed by billing attorneys. Follow final editing of prebills, generate final client billing package for approval and send to client. Respond to questions regarding client billing. Process client requests for W9 forms and completing all ACH and Vendor Set-up form requests for review by the Accounting Manager. Manage client E-bills in accordance with contractual agreements, through 3rd party vendors. Record and reconcile American Express credit card receipts for both, client and firm charges. Set-up of client billing sheets, maintaining client budgets and required spreadsheets. Maintain client billing rates monthly to assist Accounting Manager with yearly rates increase. Solve issues related to client bills, follow-up when necessary, keeping Billing Partner and Accounting Manager apprised of status. Maintain billing procedure documentation and training materials. High School Diploma degree is required. Should have 5+ Years in a law firm environment, specifically an Accounting role.

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