Billing Specialist
Boutin Jones Inc. · Sacramento, CA · 3 mo ago
On-siteAccountingFull-time
Billing
- Post and verify billable time entries.
- Print prebills and distribute for attorney review.
- Complete billing edits and special billing requests.
- Finalize and distribute invoices via mail, email or electronic billing platforms.
Accounts Receivable (A/R)
- Code and enter deposit activity.
- Respond to client inquiries regarding billing, payments, and account activity.
- Assist with resolving payment discrepancies.
Accounts Payable (A/P)
- Code and process rush check requests.
- Sort, code and enter A/P invoices.
- Prepare A/P check runs.
- Respond to vendor inquires and resolve payment issues.
Collections
- Monitor client accounts for outstanding balances, nonpayment, and overpayments.
- Research and resolve billing discrepancies and unpaid invoices.
- Assist with collection efforts as needed.
General Accounting Support
- Scan and electronically file documents within the document management system.
- Maintain and update client and vendor records.
- Compile and prepare accounting reports.
- Absorb and assist with conflict checks and the opening of new clients and matters.
- Provide accounting support and customer service to attorneys, clients, vendors, and firm personnel.
- Absorb and assist with the onboarding, training, and mentoring of new Accounting Department employees.
- Absorb and assist with training attorneys and staff on accounting software and billing procedures.
- Participate in special projects and perform other accounting-related duties as assigned.
Requirements
- Minimum of two (2) years of accounting experience in a legal setting.
- Associate's degree in Accounting, Finance, Business Administration, or a related field.
- Proficiency in Microsoft Office, including Excel, Word, and Outlook.
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication skills.
- Ability to prioritize multiple tasks and meet deadlines while maintaining accuracy.
Preferred Qualifications
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
- Working knowledge of legal accounting software (SurePoint LMS+ or equivalent).
- Experience with legal electronic billing (e-billing) platforms (Legal Tracker, CounselLink, TyMetrix 360°, or similar systems).