Billing Specialist
Law Office of Susan A. Katzen
Newport Beach, CA US
Posted ago
Law Office of Susan A. Katzen

Our law firm is seeking a sharp individual to join our accounting department as a billing specialist. You will have the opportunity to work with billing attorneys and their assistants to revise, process, and issue accurate monthly billing. Consistent follow-up is required in this role, so prior experience in accounts receivable is a valuable asset.

Responsibilities
  • Work with the client’s accounting department to resolve any billing inquiries
  • Assess accounts receivable reports for past due balances owed and follow up with clients on when payments will be made
  • Issue invoices to billing attorneys for initial review on a monthly basis
  • Revise invoices in accordance with attorney requests and prepare final bills for mailing
  • Process incoming payments to appropriate accounts and keep precise financial records

  • Be able to take direction and constructive criticism during training.
  • Keep track of and enter time spent on activities contemporaneously with performance of the activity.
  • Prepare client invoices and statements with a high degree of accuracy, which involves retrieving prior client communications and summarizing the same into invoice entries and writing and editing invoice entries.
  • Prepare billing reports on a weekly basis or as necessary.
  • Record and maintain client expenses/costs advanced by the firm, reimbursements, and payments.
  • Receive and process payments and prepare transfers from Attorney-Client Trust Accounts to the Operating Account.
  • Communicate with clients to collect on invoices, answer billing questions, resolve concerns, and establish payment plans.
  • Send invoices and statements to clients through various channels (mail, e-mail, etc.).
  • Manage client account balances to determine outstanding invoices and other inconsistencies.
  • Open new client files, assign case numbers, and maintain new client log.
  • Reconcile client accounts in QuickBooks, and other software.
  • Perform other miscellaneous general office tasks as assigned.

Qualifications
  • Superb written and verbal communication skills and organizational skills are necessary for this position
  • Able to produce a high quality work product while handling multiple projects
  • Minimum of two years working as a billing specialist in a law firm environment
  • High school diploma or equivalent is required; some college is helpful
  • Advanced computer proficiency, especially with MS Office, Excel, and billing software programs

These requirements are non-negotiable:

  • You must be available to work a full-time schedule in the office.
  • You must have strong administrative and multi-tasking skills and be extremely detail-oriented and organized. 
  • You must be proficient working with Microsoft Word and Excel, various computer programs, databases, and software (working knowledge of Quickbooks and/or Actionstep is a huge plus!)
  • You must be reliable, trustworthy, and capable of maintaining strict confidentiality.
  • You don’t think answering the phone, making coffee, or getting clients a beverage is beneath you.
  • You must be a positive, high-energy team player who is results-oriented – No Drama!

Why work with us? We value our employees and their individual success. We provide:

  • Continuing education
  • Professional development opportunities
  • Flexible work schedule
  • Paid vacation
  • Paid sick days
  • Paid holidays
  • Health Insurance benefits
  • 401K plan with employer matching (after the qualification period)

We also love to give back to the special needs community so volunteer opportunities are available throughout the year.

Compensation
$16-$19 hourly DOE
About Law Office of Susan A. Katzen

The Law Office of Susan A. Katzen provides exceptional personalized legal services and peace of mind that empowers our clients to plan for and protect the two most important things in their lives: the people they love—especially those loved ones with a disability—and the assets they possess in order to ensure family harmony. We practice exclusively in the areas of estate planning, special needs planning, trust administration, settlement planning, probate, and conservatorships.


Why work with us? We value our employees and their individual success. We provide:

  • Continuing education
  • Professional development opportunities
  • Flexible work schedule
  • Paid vacation.
  • Paid sick days.
  • Paid holidays.
  • Health Insurance benefits
  • 401K plan with employer matching (after the qualification period)

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