Washington DC
Accounting/Finance

Client Accounting Assistant

CM Legal

Client Accounting Assistant (x2)
The Opportunity
Our client is seeking a Client Accounting Assistant (entry-level) to join the Firm. This position will be based in the Washington, D.C. office (hybrid). This position will provide client accounting analysis and billing support to part­ners. The Client Accounting Assistant will prepare bills and follow-up on all matters of billing and collection and respond to related internal inquiries. This position will work closely with department team members to meet department service guidelines and assist billing coordinators with complex billing assignments. 

  • Reviews information for client matters which partners are respon­si­ble for bill­ing/collecting.
  • Documents meetings/discussions with partners for actions and/or later follow-up.
  • Prepares bills, internal forms and back-up including prepa­ration of narra­tive de­scrip­tions, write-offs, trans­fers, retainer and on-ac­count applica­tions. Fol­lows-up pro­cessing of such paper­work.
  • Responds to inquiries and requests for information made by attorneys, legal assistants and professional staff.
  • Participates in answering and serving the firm's billing and collection help line.
  • Updates monthly reminder memos and lists for distribution by department target date. Follows-up reminder memo responses, including sending reminder letters, preparing accounts receivable write-offs and providing back-up and/or additional information. Updates the department's central reminder letter schedule.
  • Updates and maintains information for billing logs, reminder memo logs & response sheet, partner serviced list/production log, and client/matter logs.
  • Maintains complete and up-to-date files for each partner and/or client.
  • Communicates situations as they evolve that may require follow-up, such as bills not returned from attorneys, difficult requests, etc.
  • Actively seeks to enhance knowledge of all Client Accounting Department procedures and processes.
  • Performs other related duties as assigned.

Qualifications

  • Knowledge of relevant firm computer software programs (e.g., Aderant, Starcollect, Outook, Excel, PowerPoint) with the ability to learn new software and operating systems.
  • Excellent analytical and troubleshooting abilities.
  • Demonstrates effective interpersonal and communication skills, both verbally and in writing.
  • Demonstrates close attention to detail.
  • Ability to handle multiple projects and shifting priorities.
  • Ability to handle sensitive matters and maintain confidentiality.
  • Flexibility to adjust hours and work the hours necessary to meet operating and business needs.

Experience/Education

  • Bachelor's degree.
  • Minimum of one year of related experience.

Benefits
The overall well-being of our team is important. They offer generous benefits to help you achieve wellness in all areas of your life. 

  • Competitive salaries and year-end discretionary bonuses.
  • Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
  • Generous paid time off.
  • Paid leave options, including parental.
  • In-classroom, remote, and on-demand learning and professional development opportunities.
  • Robust well-being classes and programs.
  • Opportunities to give back and make an impact in local communities.
  • Max. file size: 300 MB.

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