Legal Billing Specialist

Description

Robert Half has partnered with a small firm on their search for a proactive, Legal Billing Specialist. As the Legal Billing Specialist, you will oversee client invoicing, assist with the collections process, update ERP system, perform mail merges, complete accounts receivable transactions, review and assign sales tax codes, perform account reconciliations, prepare supporting documents, and provide solutions to client inquiries. The ideal candidate should have strong attention to detail, excellent organizational skills, and the ability to solve problems quickly.

Responsibilities:

- Prepare, review, and issue accurate billing statements, ensuring all client accounts are properly updated.

- Manage trust accounts, client escrow funds, and fiduciary transactions with precision and adherence to regulations.

- Utilize Quick Books Desktop or Online to process financial records and maintain organized bookkeeping.

- Execute mail merges efficiently to streamline communication and billing processes.

- Collaborate closely with legal teams and clients to resolve billing inquiries and discrepancies.

- Monitor and collect outstanding payments while maintaining clear and effective communication with clients.

- Generate and analyze financial reports to identify trends and improve billing operations.

- Ensure compliance with legal billing standards and maintain confidentiality of sensitive financial information.

Requirements

- Minimum of 3 years of experience in legal billing or a related field.

- Proficiency in Quick Books Desktop and Online is essential.

- Prior experience in legal, trust, or property management environments is preferred.

- Knowledge of trust accounts, escrow funds, and fiduciary responsibilities is a strong advantage.

- Excellent communication skills to interact effectively with clients and team members.

For more information on this Legal Billing Specialist role and other full time accounting and finance opportunities, please contact us at  and reference JO#.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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