Job Description
Job Description
Billing Specialist
Position Summary:
We are seeking a detail-oriented and organized Billing Specialist with hands-on experience using Clio and QuickBooks to join our team. The Billing Specialist will be responsible for preparing and processing client invoices, maintaining accurate financial records, and ensuring timely collections. This role requires strong attention to detail, the ability to manage multiple deadlines, and excellent communication skills to interact with attorneys, staff, and clients regarding billing matters.
Key Responsibilities:
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Prepare, review, and finalize client invoices using Clio billing software.
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Accurately enter, track, and reconcile billable time, expenses, and disbursements.
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Maintain accounts receivable records in QuickBooks and monitor outstanding balances.
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Coordinate with attorneys and staff to resolve billing discrepancies or client inquiries.
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Process payments, apply credits, and generate financial and billing reports.
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Ensure compliance with client-specific billing guidelines and firm policies.
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Assist with collections efforts and follow up on past due accounts.
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Support month-end and year-end financial processes.
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Maintain confidentiality and accuracy in all financial and client records.
Qualifications:
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2+ years of billing or accounting experience, preferably in a law firm or professional services environment.
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Proficiency in Clio (billing and case management) and QuickBooks (accounting and reporting) required.
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Strong understanding of billing procedures, accounts receivable, and trust account management.
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Excellent organizational and analytical skills with a high level of accuracy.
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Strong communication and client service skills.
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Ability to work independently and manage multiple priorities in a fast-paced environment.