Client Accounting Specialist
Job Description
Our client, a leading professional services organization specializing in legal and financial solutions, is seeking a highly organized Client Accounting Specialist to oversee billing and collections operations, ensuring accuracy, compliance, and timely client invoicing to support the firm’s financial stability and client relationships.
Role Overview
This position involves managing end-to-end client billing processes, including setup, invoice generation, and collections, while collaborating with attorneys and staff to optimize workflows. The Client Accounting Specialist plays a critical role in maintaining accurate financial records, resolving billing issues, and identifying process improvements within a dynamic, deadline-driven environment.
Key Responsibilities
- Manage client and matter setup, including rates, discounts, invoice formats, and deferrals, ensuring adherence to engagement terms and billing policies
- Prepare, review, and distribute prebills; coordinate with attorneys and staff to meet monthly billing deadlines
- Generate, review, and audit client invoices, making necessary adjustments for accuracy and compliance with billing standards
- Monitor work-in-progress (WIP) and accounts receivable (AR), follow up on outstanding balances, and resolve billing disputes efficiently
- Collaborate with attorneys, staff, and clients on new matters, billing arrangements, and resolving billing issues or discrepancies
- Utilize financial systems such as Aderant, ARCS, and EIS, along with reporting tools, to support billing, collections, and financial analysis
- Develop and implement collection strategies, including negotiating payment plans, processing write-offs, and obtaining necessary approvals
- Maintain detailed client records and correspondence related to billing and collections activities
- Identify opportunities for process improvements to enhance operational efficiency and client satisfaction
- Support attorneys, staff, and clients with billing inquiries, collections, and related financial support
Core Qualifications & Requirements
- Proven experience managing full-cycle billing, collections, and revenue processes in a professional services or legal environment (minimum 4+ years)
- Strong attention to detail, accuracy, and organizational skills
- Excellent analytical, problem-solving, and decision-making abilities
- Effective written and verbal communication skills across all organizational levels
- Ability to prioritize multiple deadlines in a fast-paced setting
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Experience with billing systems such as Aderant, ARCS, or EIS, including handling complex billing arrangements and LEDES files
Nice-to-Have Qualifications
- Knowledge of emerging tools and technologies, including AI, to streamline workflows
- Prior experience in legal or professional services billing environments
Core Technical Skills
- Legal billing systems: Aderant, ARCS, EIS, LEDES, E-billing platforms
- Financial reporting and analysis tools
- Microsoft Office (Excel, Word, Outlook)
- Billing workflows, accounts receivable management, collections, WIP tracking
Career Impact
This role offers the opportunity to develop specialized expertise in legal billing and collections, contribute to operational efficiencies, and support a prestigious organization committed to professional growth and diversity.
Apply Today!
Join a forward-thinking organization where your attention to detail and proactive approach will make a meaningful difference in financial operations. Submit your application now to become a vital part of our client’s team.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
Joseph Ramos
Principal Recruiter
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