Accounting Specialist

The Accounting Specialist is responsible for supporting the firm’s accounting operations  assisting with general ledger and month-end accounting activities. This role works closely with attorneys, administrative staff, and clients to ensure accurate billing, timely collections, and proper financial recordkeeping in accordance with firm policies and accounting standards.

Accounts Receivable & Billing

• Prepare, review, and process client invoices and legal billing statements in accordance with engagement terms and attorney guidelines.

• Maintain accurate accounts receivable records and monitor outstanding balances.

• Coordinate with attorneys and staff to ensure billing accuracy, adjustments, and write-offs are properly documented and approved.

• Process client payments including checks, ACH, and credit cards, and apply them accurately to client accounts.

• Manage retainer balances and trust account billing where applicable.

Collections

• Monitor aging reports and proactively follow up on past-due accounts.

• Communicate professionally with clients regarding outstanding balances and payment arrangements.

• Work with attorneys and management to resolve billing disputes or payment issues.

• Maintain documentation of collection activity and client communications.

General Ledger & Accounting Support

• Assist with general ledger entries related to AR, billing adjustments, and cash receipts.

• Support monthly account reconciliations and financial reporting processes.

• Maintain accurate accounting records and ensure compliance with firm policies.

• Assist with month-end and year-end closing tasks related to AR and revenue.

Administrative & Process Support

• Maintain billing and accounting records within the firm’s practice management and accounting systems.

• Help improve billing and collection processes for efficiency and accuracy.

• Respond to internal inquiries from attorneys and staff regarding billing and account status.

Education

• Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred.

Experience

• At least 2 years of experience in accounting.

• Strong understanding of accounts receivable and billing processes.

• Basic knowledge of general ledger accounting principles.

• Excellent attention to detail and organizational skills.

• Strong communication skills for client collections and internal coordination.

• Ability to manage multiple priorities and meet deadlines.

• Proficiency with Excel and accounting software.