Sr. Billing Coordinator

Overview

Coblentz Patch Duffy & Bass LLP, a mid-sized law firm located in the heart of San Francisco's financial district, is seeking a full-time, remote Sr. Billing Coordinator to join its Accounting Department. The role is key in ensuring accurate and timely billing, adherence to client guidelines, and maintenance of billing records. The successful candidate will partner closely with attorneys and accounting staff to support the firm’s billing function.

The current annual salary range for this position is generally $85,000 to $110,000.  The salary offered will be based on a number of factors, including the specific qualifications of the applicant, years of related experience, education, applicable licenses and certifications, and the geographical location from which the applicant will perform the job. 

Duties and Responsibilities

• Prepare, review, and distribute monthly pre-bills in accordance with firm procedures
• Ensure accuracy in billing information as stated in the engagement letter, outside counsel guidelines, and partner instructions in order to meet the clients' expectations
• Generate and finalize invoices and send them through the appropriate channel (mail, email, or e-bill)
• Prepare electronic invoices and ensure successful submission to various e-billing vendors
• Communicate with attorneys and clients regarding electronic matter setups, monthly accruals, and matter budget approvals
• Assist billing attorneys with various client requests including budgets, special reporting, and any ad-hoc billing assignments
• Assist with collections and payment follow-ups as needed
• Observe confidentiality of attorney-client relationship and treats all information received as a result of his/her employment as confidential
• Apply daily cash receipts, deposit checks, and prepare cash on hand reports
• Generate weekly missing time report for management's review
• Generate monthly in-house prebills and invoices
• Run month-end soft cost reports and ensure all costs are transferred to the correct matters
• Assist with special projects on various issues as needed and other duties as assigned

Other Duties

Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for their job, but rather to provide a representative summary of the major duties and responsibilities performed by incumbents of this position. Incumbents may be required to perform other job-related tasks other than those specifically presented in this description. Duties, responsibilities, and activities may change at any time with or without notice.

Knowledge and Abilities Required

• Candidates must have knowledge of basic accounting principles, as well as of the workflow of billing procedures.
• The ability to organize and prioritize numerous tasks and complete them under time constraints is also required.
• Candidates should possess great attention to detail and the ability to work independently, as well as experience in analyzing issues, evaluating information, and making effective decisions.
• The ability to communicate with courtesy and tact with co-workers, attorneys, supervisors, vendors, and clients is also expected. 
• The ability to operate a variety of standard office equipment, including a computer, copy and facsimile machines, calculators, and telephone, is also required.
• Intermediate level of ability with MS Excel and beginner level of ability with MS Outlook and MS Word is required.

Experience and Education Required

• Qualified candidates will have at least five years of billing experience at a law firm, resulting in an ability to complete billing and accounting tasks with accuracy.
• In order to communicate clearly and effectively, the ability to speak, read and write English at a high school graduate equivalency is required.  
• Candidates should have proficiency with accounting software, including at least three years of experience with Aderant, and be familiar with various e-billing vendors and generating LEDES files.

Working Conditions  

Normal office environment and, as needed, the ability to work from home.

Physical Requirements  

While performing the duties of this job, the employee will be required to sit for long periods of time, come and go from workspace repeatedly throughout the day, use a computer and phone, talk, listen, read and understand documents, and move and lift up to 10 pounds.  The physical demands described are representative of the requirements that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. 

Firm Information

Coblentz Patch Duffy & Bass, LLP is a top-tier law firm with deep roots in San Francisco and the surrounding communities, representing institutional and individual clients in real estate, litigation, technology, communications, securities, employment, nonprofit and estate planning.  Please visit our website www.coblentzlaw.com for more information about the Firm.  

Firm Benefits

Coblentz Patch Duffy & Bass, LLP values skill and diversity and strives to foster a progressive, energetic work environment. We provide a platform for growth and development and the ability to see the impact of your contributions firsthand. The Firm offers competitive pay, a generous benefits and wellness package, and paid vacation.  

AAP/EEO Statement 

Coblentz Patch Duffy & Bass LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.