Careers

Client Accounts Specialist (Hybrid)

Mid-sized education law firm with statewide practice representing school and community college districts seeks a client accounts specialist for our East Bay Office. If you are interested in being part of a team that supports the education of students in California, we encourage you to apply.  The ideal candidate will possess at least five years of billing experience.

Candidates will be considered for the following DWK office: East Bay Office

Essential duties and responsibilities include:

  • Ensure that client receipts are accurately posted to client accounts on a timely basis
  • Open new matters and completes new matter set-up, corresponding documentation and system updates
  • Responsible for reviewing attorney time entries and ensuring their accuracy and adherence to client billing requests
  • For assigned clients, responsible for the Billing Information Memo (BIMS) process, submission of forms to update client on requested attorney information, actively monitor accounts receivables balances and escalates issues as necessary, maintain regular client contact to follow up on aged billings, Invoice Adjustment appeals, payments and/or Promise to pay.
  • At times, supports full cycle billing activities, using billing (LMS) software to edit, prepare, post invoices and send invoices to clients
  • Research and reconcile client accounts, payments, unapplied cash, etc., as necessary
  • Position requires routine communication with firm attorneys, client contacts and other personnel, both inside and outside the firm
  • Respond to information requests from attorneys, clients and administrative staff related to WIP, A/R, billing reconciliations, trust balances, matter budgets, and applications of cash and audit letters
  • Maintain compliance with firm billing policies and client billing guidelines, including approved alternative billing arrangements
  • Prepare ad hoc billing related reports, as requested
  • Complete special projects as assigned

Qualifications include:

  • Ability to work efficiently to create an accurate and timely work product
  • Ability to listen, comprehend, and take appropriate action
  • Exercises good judgment and problem-solving skills by making thoughtful, well-reasoned decisions
  • Ability to accept new challenges while being adaptable to change
  • Demonstrates clear, organized and effective verbal and written communication skills
  • Excellent organizational skills and attention to detail
  • Ability to effectively handle shifting priorities and adapt to changing demands
  • Ability to work overtime, as needed
  • Associate’s degree in accounting, finance, business management, project management or related field preferred
  • A minimum of three years legal billing experience using a billing software system; experience with LMS preferred
  • Strong computer proficiency with the Microsoft Office Suite of products, including Outlook, Word, and Excel. Intermediate Excel skills preferred.
  • E-billing experience a plus
  • Law firm billing experience preferred

The anticipated hourly rate range the Firm reasonably expects to pay candidates for this position is $38.00 – $48.00.  The final hourly rate will be dependent on several factors that may include but are not limited to the type and years of experience in the job, type and years of experience in the industry, education, and other factors.

Please send cover letter and resume to: Dannis Woliver Kelley at 444 W. Ocean Boulevard, Suite 1750, Long Beach, CA 90802 or StaffRecruiting@dwkesq.com.

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