Accounts Receivable Manager

Role Overview

• 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

Requirements

• 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.

Benefits

• Highly competitive salary and benefits package
• Discretionary year-end merit bonus based on performance