Legal Staff Accounting/Finance in San Francisco, CA

Law Firm

San Francisco, CA

Legal Staff Accounting/Finance in San Francisco, CA

Legal Staff

1-3 yrs required

No

Job Title:
Client Accounting Coordinator

Job Responsibilities:
- Client Matter Set Up and Maintenance:
- Responsible for setting up and maintaining attorney billing rates, discounts, and deferrals to ensure an accurate billing process.
- Review engagement letters and billing guidelines to ensure matters are set up according to firm/client standards.
- Continuously maintain and document all non-standard billing requirements.

- Management of Pending Accounts:
- Work with attorneys, secretaries, and the Risk department to identify documentation needed for opening a new client/matter.
- Cross-reference billing rate setup with engagement letters to ensure accuracy at the time of billing.

- Prebills:
- Prepare, review, and distribute prebills on a monthly basis; frequency may change depending on the attorney portfolio.
- Perform various billing functions to produce client invoices, including making edits, write downs, transfers, and discounts in Aderant and Prebill Viewer system.
- Ensure client bills/e-bills are submitted timely while meeting the firm’s and/or client guidelines.
- Collaborate with the e-billing administrator to ensure e-billing setup and maintenance support is complete.
- Provide estimates to attorneys and clients as required by due dates.
- Provide client account analysis utilizing various system tools (Aderant, EIS, FRP, ARCS, etc.).

- Collections:
- Support the full assigned portfolio collection activities of account status and any escalations required.
- Communicate with partners on status and take action on next steps.
- Share feedback from partners with Collections and monitor progress/resolution.
- Coordinate monthly meetings with assigned billing attorneys to manage their portfolios.
- Communicate and assist clients seeking alternative payment plan solutions.
- Work with Cash Receipts staff to research and resolve misapplied payments, outstanding trust, or unapplied cash balances.
- Prepare write-off/write-down requests and/or third-party collection agency requests as necessary.
- Assist attorneys, secretaries, and clients with all billing and collections related questions and/or requests.
- Monitor billing and AR hotline and time correction DTE alias on a rotational basis.
- Act as backup support and provide coverage for the team as needed.
- Perform other related duties as assigned.

Education and Experience Information:
- Bachelor’s degree in accounting/finance required.
- 1-3 years of finance and/or general accounting experience.
- Experience with legal billing and accounting systems is preferred.

Desired Skills and Qualifications:
- Self-starter, able to work with minimal support and/or in a team environment while maintaining a positive and professional demeanor.
- Strong analytical and problem-solving skills.
- Effective verbal and written communication skills.
- Ability to handle and maintain confidential and sensitive information with the appropriate discretion.
- Ability to organize and prioritize multiple tasks in a fast-paced, deadline-driven environment.
- Attention to detail is required to proofread invoices/reports, emails, and other communication to deliver accurate and thorough work products.
- Ability to use good judgment to assess various courses of action and their potential impact.
- Demonstrate flexibility, professionalism, diplomacy, and tact to accommodate changing needs of the business.
- Contribute to building a positive team spirit.

Salary Information:
- The anticipated salary range for this position is $60,000 - $85,500.
- The actual base salary offered may depend on factors including qualifications, years of relevant experience, level of education, certifications or professional licenses held, and location.
- A discretionary bonus for eligible employees may also be available based on performance.
- Additional information about employee eligibility for benefits and discretionary bonus will be made available upon request.

Benefits:
- Comprehensive benefit program including Healthcare, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, and Wellbeing plans.

Jun 16, 2025
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