Summary

Keystone Law Group is seeking a talented Accounts Receivable Specialist to enhance our dynamic and growing team. The ideal candidate will possess a strong foundation in accounts receivable management and collections, and demonstrate key skills such as analytical thinking, client service, excellent written and verbal communication, and teamwork.This role is pivotal to the Accounting Department, where you will collaborate closely with and report to the Director of Accounting to achieve departmental and firm-wide objectives.

About Us

Keystone Law Group is more than just the largest probate law firm in California; we are a team of dedicated professionals committed to excellence in legal practice. Our firm is the leader in the probate law sector, with a focus on trust, estate, and conservatorship litigation and administration. We pride ourselves on our superior client service, commitment to technology, and a culture that values the professional growth and well-being of our employees.

The Accounting Department is pivotal to our financial integrity, meticulously managing all fiscal activities with precision and transparency. Our team expertly handles accounting, budgeting, and financial planning, ensuring the firm's financial stability and adherence to regulatory standards. We support the firm's strategic objectives by delivering accurate financial data and insights, fostering informed decision-making and long-term success.

Location

Position is hybrid with 2 days per week in the office

Essential Duties and Responsibilities

Communicate directly with clients to answer outstanding questions, provide reports and resolve invoice discrepancies, reductions and receivable issues
Collaborate with the billing team and attorneys to resolve billing & collections issues
Contribute to the development of best practices for collections and A/R management to streamline and improve processes
Develop and implement a reliable “reminder program” for clients having unpaid invoices beyond agreed upon payment terms
Evaluate delinquent accounts, prepare non-collection risk reports and propose resolution strategies
Responsible for daily processing and posting of client payments into billing system
Coordinate with attorneys on payment-related issues, ensuring proper allocation of payments
Negotiate payment programs with clients with attorney approval; identify accounts that require third-party collection efforts or possible legal action and coordinate
Process appropriate credits, write offs and discounts on client invoices
Prepare and monitor A/R dashboards and reports, including aging, reconciliation and collections reports
Assist billing team with client closing letters and returning client funds
Other tasks and projects as assigned
Serve as back up to Billing Coordinator(s)

Qualifications

Proficient knowledge of Windows, Microsoft Office applications, Adobe Acrobat, etc.
Capable of multitasking and meeting deadlines in a fast-paced office environment
Able to collaborate with employees, management, clients, and external agencies to enhance performance, creativity and problem-solving
Excellent attention to detail and accuracy of work performed
Highly organized, trustworthy and self-directed with ability to act and operate independently
Ability to identify and solve problems efficiently and with good judgment
Excellent written and verbal communication

Education and Experience

Bachelor's degree in Business Admin, Accounting, Finance or related field preferred
At least 4 years of experience in AR/Collections or related field required
Law firm or professional services experience preferred

Salary Range

$26.44 – $36.06 per hour (equivalent to $55,000 to $75,000 annually), depending on experience, plus discretionary bonus

Keystone Law Group, P.C.

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Accounts Receivable Specialist