Legal Staff Accounting/Finance in San Diego, CA

Law Firm

San Diego, CA

Legal Staff Accounting/Finance in San Diego, CA

Legal Staff

Min 3 yrs required

No

Job Title: Client Account Manager (Billing & Collections)

Job Responsibilities:
- Manage full cycle billing and collections processes for assigned attorneys and client portfolios.
- Provide recommendations to attorneys and clients regarding changes and updates to all aspects of attorney and client portfolios.
- Establish and maintain credibility with stakeholders, produce highly accurate work product, and take full ownership for results.
- Establish and manage alternate rate structures, including special rates, discounts, fee caps, fixed fees, tiered discounts, and matter budgets, with input from Pricing and attorneys.
- Collaborate closely with attorneys and staff to ensure compliance with client billing and e-Billing requirements; manage all processes from engagement to collections with tact, diplomacy, and effective negotiation skills.
- Review invoices thoroughly, analyze and resolve any underlying issues; finalize invoices and submit in formats meeting attorney and client requirements, including e-billing submissions.
- Develop and manage relevant reporting to provide value-added insight into client matter management and profitability for attorneys and management.
- Prepare accurate monthly billing and collections forecasts for assigned portfolio based on attorney and client input.
- Ensure management of client trust accounts, on account billing, accurate payment application, and unapplied fund resolution throughout life cycle of assigned accounts.
- Review and implement terms of engagement letters and outside counsel guidelines for every client matter.
- Establish effective backup support processes to ensure seamless support for all portfolio matters.
- Meet and discuss with assigned attorneys their client A/R portfolios to determine collection strategy; make collection recommendations.
- Anticipate outcomes, assess next steps and recommend approaches to initiating actionable improvements related to assigned portfolio and within the department.
- Develop, document and share best practices with colleagues.
- Apply detailed knowledge of professional methods and underlying concepts while working with Management on billing and collection issues.
- Participate in departmental projects as requested; strive to innovate and offer insight into processes and create efficiencies.

Education and Experience Information:
- Bachelor’s degree in Accounting, Finance or Business discipline preferred.
- Minimum three years dedicated specialized billing, collection or account management experience.
- Hands-on experience performing complex accounting analysis.
- Law Firm or professional services background with international exposure preferred.
- High level of business acumen and ability to multi-task.
- Strong verbal and written communication skills.
- Ability to assess information, anticipates issues and outcomes, and makes effective decisions.
- Ability to prepare accurate, highly detailed work product.
- Talent for delivering client service through teamwork.
- Ability to exchange information and to present ideas, report facts and other information clearly and concisely.
- Ability to organize time, prioritize workload effectively, and work independently.
- Reliability, dependability, and strong motivation to respond to requests quickly.

Salary Information:
- New York, San Francisco, Palo Alto salary range: $104k to $145k
- Los Angeles, San Diego, Boston, Washington, . salary range: $99k to $138k
- Denver salary range: $93k to $129k

Additional Information:
- The role is part of the Financial Operations team at the law firm.
- The position can be based in San Francisco, Palo Alto, Los Angeles, San Diego, Denver, Austin, Boston, New York, or Washington, .
- The application deadline is January 9, 2026.
- The law firm offers a comprehensive benefits package starting on your first day, including medical, dental, vision, life, and disability coverage, parental leave, family benefits, a global wellness program, and more.