What are the responsibilities and job description for the Bookkeeper & Billing Specialist position at RUBIN & WICKERSHAM ATTORNEYS AT LAW?
Do you have Quick Books & Billing Skills? This is the job for you!
This is an In-House Position. Remote Work is Not an Option.
Requirements:
Ability to trace transactions through prior accounting periods.
Understanding of balance-sheet accounts not just income and expense accounts. Experience correcting improperly coded transactions.
Ability to reconcile a liability account to an underlying subsidiary record/balance. Very strong
Attention to detail.
Ability to work independently.
Ability to explain why an account doesn't balance rather than simply forcing a reconciliation.
Administrative/clerical skills as a secondary responsibility.
Employer Note:
Job Duties:
Client Billing:
a. Review, edit, and generate monthly client bills.
b. Send out bills electronically and hard copy mailings for clients without email.
c. Review and respond to billing questions from clients via email/phone. Make billing adjustments
when required and/or with approval.
d. Audit Clio data entry and system generated payments and funds transactions weekly and correct
discrepancies.
e. Apply funds from trust account to outstanding bill if funds available. Client Collections:
a. Run weekly accounts receivable report to determine status of accounts. Send email with report to
staff.
b. Communicate with assigned attorney and paralegal regarding current clients with AR balances to
determine next steps.
c. Prepare written correspondences to clients regarding payment plans, settlement offers, demand
for payment etc.
d. Communicate with Credit Services of Oregon regarding collection accounts. Monitor accounts
inventory. Prepare and locate billing information and fee agreements for new referrals for
collection.
e. Monitor old accounts for collection status and calendar deadlines for statutory limitations.
(Paralegals to contact clients with open matters.)
Quickbooks:
a. Monthly reconciliation of Lawyer's Trust Account and Operating Account, including adjustments
for online payment fees. Correct improperly coded transactions, journal entries.
Report weekly to Partners regarding status of office accounitng.
Days and Hours: Monday thru Thursday, 8:00 am - 5:00 pm, Friday, 8:00 am to 12:00 noon, lunch 12:00
noon to 1:00 pm. Schedule to be arranged by the employer.
Wages start at $22.00 per hour depending on experience and qualifications, negotiable.
This is an In-House Position. Remote Work is Not an Option.
Requirements:
- Be 18 years of age.
- High School diploma or GED equivalent.
- 3 years of QuickBooks experience
Ability to trace transactions through prior accounting periods.
Understanding of balance-sheet accounts not just income and expense accounts. Experience correcting improperly coded transactions.
Ability to reconcile a liability account to an underlying subsidiary record/balance. Very strong
Attention to detail.
Ability to work independently.
Ability to explain why an account doesn't balance rather than simply forcing a reconciliation.
Administrative/clerical skills as a secondary responsibility.
- Proficiency with Microsoft programs such as Excel and Word, Adobe and Quickbooks.
- Must have a firm understanding of billing and collection laws and regulations.
Employer Note:
- Employer will conduct a background check as conditon of hire.
- Looking for an experienced, friendly, outgoing and energetic person with great office skills.
Job Duties:
Client Billing:
a. Review, edit, and generate monthly client bills.
b. Send out bills electronically and hard copy mailings for clients without email.
c. Review and respond to billing questions from clients via email/phone. Make billing adjustments
when required and/or with approval.
d. Audit Clio data entry and system generated payments and funds transactions weekly and correct
discrepancies.
e. Apply funds from trust account to outstanding bill if funds available. Client Collections:
a. Run weekly accounts receivable report to determine status of accounts. Send email with report to
staff.
b. Communicate with assigned attorney and paralegal regarding current clients with AR balances to
determine next steps.
c. Prepare written correspondences to clients regarding payment plans, settlement offers, demand
for payment etc.
d. Communicate with Credit Services of Oregon regarding collection accounts. Monitor accounts
inventory. Prepare and locate billing information and fee agreements for new referrals for
collection.
e. Monitor old accounts for collection status and calendar deadlines for statutory limitations.
(Paralegals to contact clients with open matters.)
Quickbooks:
a. Monthly reconciliation of Lawyer's Trust Account and Operating Account, including adjustments
for online payment fees. Correct improperly coded transactions, journal entries.
Report weekly to Partners regarding status of office accounitng.
Days and Hours: Monday thru Thursday, 8:00 am - 5:00 pm, Friday, 8:00 am to 12:00 noon, lunch 12:00
noon to 1:00 pm. Schedule to be arranged by the employer.
Wages start at $22.00 per hour depending on experience and qualifications, negotiable.
Salary : $22 - $26