Client Accounting Specialist (Arizona)

Job description

Summary: Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners’ portfolio of clients which are performed in accordance with departmental standards. The Client Accounting Specialist will work closely with the finance management team and integrate best practices while delivering best in class service internally to our partners and externally to our clients

Job description

Review Client and Matter set up (including rates, discounts, invoice formats and deferrals, etc.) to ensure adherence to engagement letters, billing guidelines, manage to attorney preferences and address any differences timely to provide accurate billing. Maintain documentation of all non-standard billing requirements. Update the Client and Matter Billing Instructions in Aderant, CET data base to ensure they remain current.

Monitor work in progress to ensure all matters are billed per approved agreement and schedule, ensure necessary billing systems reflect current status. Produce, review and distribute prebills on a monthly basis and as needed for review by attorneys, coordinate with secretarial team to obtain prebills by monthly due date. Perform various billing functions as required to produce client invoices (edits, write downs, transfers, discounts, etc.).

Audit all edits once pushed into Aderant (narrative and mathematical calculations), ensure calculations are correct and in accordance with special billing requirements prior to posting. Ensure client invoices are mailed or delivered timely in accordance with firm guidelines as well as any client guidelines. Manage attorney and client deadlines; estimate due dates as required for monthly accruals and/or closings and monthly billing due dates.