Senior Client Accounting Coordinator (Palo Alto, CA)

The Opportunity

We are seeking a Senior Client Accounting Coordinator to join our Firm. This position will be based in our Palo Alto office (hybrid). The Senior Client Accounting Coordinator provides client account analysis and billing support to partners. Coordinates client accounting activity for assigned partners and practice areas utilizing appropriate departmental resources.

• Handles multiple complex billing and client analysis projects.

• Reviews outstanding balance reports and is proactive about trouble spots.

• Prepares bills and internal forms including appropriate back-up required to process requests.

• Implements Client Accounting procedures, processes and goals by coordinating work effort including timely preparation of client bills and follow-up on outstanding balances with secretarial and other Firm business services professionals.

• Understands and responds to inquiries and requests made by clients, attorneys, and business services professionals.

• Provides relevant information, guidance and support to others in the Firm.

• Ability to formulate strong work team relationships, both internally and externally.

• Works with supervisor(s) to coordinate departmental workflow, provide solutions to problems and develop creative approaches to accomplishing departmental goals.

• Communicates issues and escalates as needed.

• Identifies and communicates to supervisor training and coaching needs of department business services professionals.

• Trains, mentors and assists Client Accounting Assistants and Coordinators as needed.

• Ability to assume a leadership role when supervisor/manager is absent.

• Maintains complete and up-to-date files for each partner and/or client.

• Actively seeks to enhance knowledge of all Client Accounting procedures and processes.

• Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.

• Manages Firm resources responsibly.

• Complies with and understands Firm operation, policies and procedures.

• Performs other related duties as assigned.

Qualifications

• Knowledge of relevant Firm computer software programs (e.g., Aderant, Outlook, Excel,  Word), with the ability to learn new software and operating systems

• Demonstrates effective interpersonal and communication skills, both verbally and in writing

• Demonstrates close attention to detail

• Excellent analytical, troubleshooting, organizational, and planning skills

• Ability to use discretion and exercise independent and sound judgment

• Ability to handle multiple projects and shifting priorities

• Ability to handle sensitive matters and maintain confidentiality

• Ability to organize and prioritize work

• Ability to work well in a demanding and fast-paced environment

• Ability to work well independently as well as effectively within a team

• Flexibility to adjust hours and work the hours necessary to meet operating and business needs

Education and Experience

• Bachelor's degree

• Minimum of five years of legal billing work experience including account analysis related functions

• Aderant, Elite or 3E experience

The starting base salary for this position is expected to be within the range listed under Salary Details. Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law. This position is eligible for overtime pay and may be eligible for a discretionary year-end bonus.

Salary Details