Client Accounts Senior Specialist

About the Role

A leading law firm is seeking an experienced Client Accounting / Billing professional to support the firm's financial operations and ensure compliance with client billing requirements and internal financial policies.

Responsibilities

• Review Outside Counsel Guidelines (OCGs) and summarize financial and billing requirements
• Obtain appropriate approvals for client discounts, billing exceptions, and cost exceptions
• Implement approved billing requirements and discounts within the firm's financial systems
• Maintain accurate documentation regarding OCGs and client fee arrangements
• Partner with Billing and Financial Systems teams to ensure compliance with client agreements
• Set up billing rates for new timekeepers and process rate changes based on effective dates
• Assist with monthly write-off reporting and ensure appropriate approvals are obtained
• Prepare financial reports for Accounting and management review
• Maintain and analyze client/matter discount policies and agreements
• Calculate monthly volume discounts and communicate results to billing teams
• Track Alternative Fee Arrangements (AFAs) and matter budgets and provide analysis of financial performance
• Maintain accurate client and matter financial notes within the accounting system
• Respond to inquiries regarding client discounts, billing arrangements, and other financial terms
• Provide support to regional and international billing teams as needed
• Assist billing staff with financial system questions and participate in system testing and upgrades
• Support additional financial and billing projects as assigned

Qualifications

• 4+ years of law firm billing, client accounting, or related financial experience
• Strong knowledge of Microsoft Excel
• Experience working with billing rates, discounts, write-offs, fee agreements, and client billing guidelines
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to work independently while effectively collaborating with multiple teams
• Experience with Elite 3E is a plus
• Bachelor's degree or equivalent professional experience

Pay

Estimated salary range: $110,000–$125,000, depending on experience, qualifications, and other relevant factors.