Monitor client accounts for payments, aging balances, and overdue accounts.
Process incoming payments and accurately apply them to client accounts based on payment type and matter status.
Issue payment reminders and follow up with clients to support timely resolution of outstanding balances.
Partner with clients to establish and manage payment plans when appropriate, maintaining professionalism and positive client relationships.
Collaborate with the Senior Accountant to reconcile accounts receivable on a regular basis (at least bi-monthly).
Serve as a primary point of contact for client billing and payment inquiries, providing clear explanations of invoices, terms, and balances.
Work closely with attorneys and legal staff to address billing questions and provide visibility into client account activity.
Ensure billing and collection practices comply with applicable legal, regulatory, and ethical standards, including ABA trust account guidelines.
Participate in process improvement initiatives and cross-training to support team coverage and operational continuity.
Perform other related duties as assigned.

Requirements

Bachelor's degree in accounting or related field preferred but not required.
Minimum of two (2) years of relevant accounts receivable, billing, or finance experience required.
Experience working in a legal, professional services, or client-facing environment is a plus.
High level knowledge and experience working with the Microsoft Suite of products such as Word, Excel, PowerPoint; Adobe; and Zoom Conferencing Technology.
Comfortable using MacBook macOS software to manage billing, invoicing, and reporting tasks.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

accounts receivablebillingfinancepayment processingreconciliationinvoice managementpayment plansprocess improvementreporting

professionalismclient relationship managementcommunicationcollaborationproblem-solving

Bachelor's degree in accounting