legal billing specialist

About the OpportunityVertical Talent is seeking an experienced Legal Billing Specialist to support a U.S.-based law firm. Prior legal industryexperience is mandatory. Candidates whose resumes do not clearly demonstrate previous experience working at a lawfirm or supporting legal clients will not be considered. The role focuses on legal billing, trust accounting, accountsreceivable, payment processing, and collections.Key ResponsibilitiesMonthly Billing & Financial Close

• Manage the monthly billing cycle, ensuring invoices are reviewed, prepared, and sent by the 5th of each month.
• Support the monthly financial close process by reviewing billing records, payments, revenue, and outstandingbalances.
• Verify time entries, expenses, and billing details for accuracy and completeness.
• Identify and resolve billing discrepancies before invoices are issued, and maintain accurate client and accountrecords.Trust Accounting & Reconciliations
• Monitor client trust account balances and ensure transactions are properly recorded.
• Verify that transfers of earned and properly billed fees from trust accounts to operating accounts are accurate anddocumented.
• Reconcile trust balances, deposits, payments, and related financial records; investigate discrepancies and maintainaccurate individual client balances.
• Follow established accounting procedures and applicable trust accounting requirements.Payment Processing & Accounts Receivable
• Monitor incoming payments and payment notifications.
• Promptly contact clients when recurring credit card payments are declined and request updated payment informationwhen necessary.
• Apply payments accurately, maintain up-to-date accounts receivable records, and monitor outstanding balances.
• Investigate payment discrepancies, refunds, and chargebacks and ensure appropriate follow-up.In-House Collections
• Manage initial collection efforts before accounts are escalated to external collection providers or legal channels.
• Prioritize collection activities based on the age and amount of outstanding balances, payment history, and recoverypotential.
• Contact clients by phone, email, and written correspondence regarding overdue balances.
• Document collection attempts, client responses, disputes, and next steps.
• Coordinate with internal stakeholders when additional action or escalation is required.
• Prepare reports on outstanding balances, collection activity, and account status.Required Qualifications
• At least 3 years of relevant accounting or billing experience, including prior experience working in a law firm orsupporting legal clients. This legal experience must be evident on the candidate's resume.
• Prior legal industry experience is required. Candidates must be able to describe the length of their legal-sectorexperience and the responsibilities they handled.
• Experience preparing invoices, reviewing financial records, and reconciling payments; direct legal billing experience isstrongly preferred.
• Strong Microsoft Excel skills.
• Professional English communication skills, including the ability to conduct client calls and discuss outstandingpayments.
• Excellent attention to detail, organization, and follow-through.
• Ability to manage multiple priorities independently, meet recurring deadlines, and communicate effectively withcross-functional teams in a remote environment.Preferred Qualifications
• 5 or more years of relevant experience.
• Direct experience in a law firm or supporting legal clients is required and must be evident on the resume.
• Direct legal billing and/or trust accounting experience is highly preferred.
• Familiarity with Filevine, QuickBooks, or comparable accounting and practice-management systems.
• Experience managing high-volume monthly billing and month-end close activities.
• Previous experience with pre-litigation collections or client account recovery.Systems & Tools
• Microsoft Excel: Required.
• Filevine: Familiarity preferred.
• QuickBooks: Experience beneficial.
• Ability to learn new accounting and practice-management systems.Position Details
• Employment type: Full-time.
• Work modality: Fully remote.
• Schedule: Monday through Friday, 8:30 AM to 5:00 PM Eastern Time.
• Collaboration: Work closely with internal leadership and relevant team members to maintain accurate financialrecords and complete billing and collections activities on time.Apply herehttps://vertical-talent.com/join-our-team/