legal billing specialist

About the Opportunity

Vertical Talent is seeking an experienced Legal Billing Specialist to support a U.S.-based law firm. Prior legal industry

experience is mandatory. Candidates whose resumes do not clearly demonstrate previous experience working at a law

firm or supporting legal clients will not be considered. The role focuses on legal billing, trust accounting, accounts

receivable, payment processing, and collections.

Key Responsibilities

Monthly 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 outstanding

balances.

• 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 account

records.

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 and

documented.

• Reconcile trust balances, deposits, payments, and related financial records; investigate discrepancies and maintain

accurate 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 information

when 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 recovery

potential.

• 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 or

supporting 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-sector

experience and the responsibilities they handled.

• Experience preparing invoices, reviewing financial records, and reconciling payments; direct legal billing experience is

strongly preferred.

• Strong Microsoft Excel skills.

• Professional English communication skills, including the ability to conduct client calls and discuss outstanding

payments.

• Excellent attention to detail, organization, and follow-through.

• Ability to manage multiple priorities independently, meet recurring deadlines, and communicate effectively with

cross-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 financial

records and complete billing and collections activities on time.

Apply here

https://vertical-talent.com/join-our-team/