Oversee daily processing and posting of client payments, including checks, ACH, wire transfers, and credit card transactions
Coordinate with the account managers to resolve client reconciliations around outstanding balances and application of payments to invoices
Maintain accurate client account records and documentation within accounting systems
Develop a comprehensive process and procedures manual for the accounts receivable team and ensure compliance to the manual
Properly record, track, and reconcile client advances, retainers, and trust balances in accordance with firm policies and applicable legal accounting requirements
Apply client advances and retainer funds to fees earned and costs incurred following attorney approval and established billing procedures
Monitor trust-to-operating transfers to ensure accuracy, timeliness, and compliance with applicable regulations
Oversee the client refund process ensuring client funds are returned to the client in a timely manner
Assist with month-end closing activities, reconciliations, and accounts receivable reporting
Support compliance with firm billing policies, trust accounting procedures, and legal accounting standards
Identify opportunities to improve existing processes

Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred
5+ years of accounts receivable, collections, legal billing, or trust accounting experience preferred
3+ years management experience preferred
Experience working in a law firm or professional services environment strongly preferred
Knowledge of client trust accounting, retainers, and legal billing procedures preferred
Strong organizational, analytical, and problem-solving skills
Excellent written and verbal communication abilities
Strong attention to detail and ability to manage multiple priorities
Excellent computer proficiency (MS Office – Word, Excel and Outlook)
Familiarity with legal billing platforms such as Elite, Aderant, Clio, or similar systems preferred
Must be able to work in a fast-paced environment and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Ability to work independently and collaboratively in a team environment to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.

Accounts Receivable Manager

Key skills