Legal Staff Accounting/Finance in San Diego, CA

Law Firm

San Diego, CA

Legal Staff Accounting/Finance in San Diego, CA

Legal Staff

No

Job Title: Billing Clerk - San Diego Law Firm

Job Responsibilities:
- Generate and process monthly client invoices in collaboration with attorneys and legal staff.
- Maintain accurate billing records and update client billing preferences.
- Assist with time entry corrections and reconciliations as needed.
- Review pre-bills, make edits, and finalize bills in a timely and accurate manner.
- Track and resolve billing discrepancies, including write-offs and adjustments.
- Respond to billing-related inquiries from attorneys, clients, and accounting staff.
- Process incoming payments and coordinate with accounting for proper allocation.
- Assist with trust account transactions and compliance.
- Maintain billing calendar and ensure key deadlines are met.
- Provide general administrative support to the billing and accounting team.
- Perform other tasks and projects as assigned.

Education and Experience Information:
- Prior billing or accounting experience preferred, legal billing a plus.
- Experience with LEDES billing formats and insurance-dense billing systems is strongly preferred.
- Proficiency with Microsoft Excel, Word, and Outlook.
- Experience with legal billing software (., PerfectLaw, LawPay, or similar) preferred but not required.
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication.
- Ability to handle sensitive and confidential information with discretion.
- Comfortable working independently and managing time effectively.
- Must be reliable, proactive, and able to follow through on responsibilities.
- High school diploma required; associate or bachelor's degree preferred.

Personality Traits:
- A self-starter who is eager to learn and grow into the role.
- Someone who takes pride in accuracy and meeting deadlines.
- A team player who is happy to support others and ask for help when needed.
- A calm, solutions-oriented approach when juggling multiple priorities.
- An ownership mindset - you take responsibility and follow through.
- Professional, approachable, and trustworthy in all communications.

Salary Information:
- Pay Range: .

Additional Information:
- This is not a remote or virtual position. Candidate must be able to work full-time in the San Diego UTC office.