Job Details

 Busy estate planning and trust administration practice in Los Altos has an immediate opening for a full-time onsite legal billing and accounts receivable specialist. We are looking for a dedicated individual who is highly motivated, a self-starter, detail oriented, a team player and projects a positive attitude.

The ideal candidate will have experience with all aspects of law firm billing processes and will be responsible for the following:

• Editing timekeepers’ daily entry details and processing matter activity into accurate bills on a timely basis

• Preparing, reviewing, and editing pre-bills including supporting documentation
• Preparing and processing monthly billing in a consistent and timely manner
• Preparing and processing final bills and closure of client matters at end of engagement
• Processing and applying client payments and retainers
• Identifying, researching, and resolving client billing issues
• Analyzing and preparing various billing and collection reports
• Analyzing and preparing various timekeeper billable hours and performance reports
• Assisting with collections and resolution of accounts receivable issues
• Performing thorough review of all new and amended legal engagements to ensure billing compliance and that matters are properly set up
• Accurately maintaining client/matter database including updates to client names, addresses, timekeeper designations, budgets, billing notes and retainers

Qualifications:

• Knowledge of PCLaw/Time Matters billing system or comparable legal billing program a plus
• Ability to communicate effectively with clients and staff
• Meticulous attention to detail
• Ability to multitask, manage workload in a consistent and timely manner, and track and meet deadlines
• Ability to work as part of a collaborative team
• Proficiency with Microsoft Office Suite (Word, Excel, Office, Publisher)
• Prior law firm experience preferred
• Bachelor’s Degree in Accounting, Business, or related degree preferred

To be considered for this position, you must be available to work full-time at our Los Altos office.  This is not a remote work position.  Please email your resume and salary requirements to Kristy Middleton, Office Manager, at middleton@kramerradin.com