Billing Specialist

Responsibilities

Billing, Invoicing & Trust Accounting

• Generate and send invoices in accordance with engagement terms and billing stages.
• Apply and record payments accurately; manage allocation between operating and trust accounts.
• Maintain compliance with law-firm trust accounting rules, including:
• Accurate trust balances
• Support adjustments, credits, and billing reconciliations.
• Collaborate with the Firm Administrator/Owner on billing questions and reporting.
• Perform light bookkeeping tasks related to client billing and matter-level accounting.
• Assist with internal billing accuracy reviews.
• Identify and proactively flag financial discrepancies or compliance risks.
• Prepare and file documents with government agencies (e.g., Secretary of State).
• Collect, organize, and enter client data into firm systems.
• Assist with document drafting workflows usi...