V107 - Legal Accounting Assistant

Join Job Duck as a Legal Accounting Assistant supporting a California-based family law practice. In this role, you will keep the firm's revenue cycle running smoothly by preparing and tracking invoices, coordinating collections, and reconciling payments with care and accuracy. You will also serve as a friendly first point of contact for callers, guiding sensitive conversations with empathy while maintaining clear professional boundaries.

Requirements

• Monitor accounts receivable, follow up on outstanding balances, and document collections activity.
• Reconcile payments, retainers, refunds, and trust movements against accounting records with zero tolerance for errors.
• Understand basic accounting and bookkeeping principles to proactively identify and prevent mistakes, and to check for data accuracy.
• Coordinate with the external accountant to deliver month end billing data and resolve open items.
• Support executive assistant tasks, such as managing calendars, coordinating operations, and administering software and contracts.
• Handle approximately 7 to 10 incoming calls per day with professionalism and empathy.
• Manage invoicing for the law firm, with high attention to detail and strict adherence to process to avoid accounting errors and duplicate transactions.
• Ensure all time entries are complete, properly coded, and submitted before deadlines.
• Listen attentively to sensitive or lengthy inquiries and communicate eligibility or declines tactfully.
• Assist with scheduling and sending invitations for virtual meetings and ensure participants can join successfully.
• Manage calendars related to billing cycles, payment commitments, and follow ups.
• Ensure proper handling of client trust accounts, maintaining fiduciary duty and preventing unauthorized withdrawals.
• Identify opportunities to improve billing workflows and propose practical solutions.
• Use QuickBooks for creating and sending invoices, tracking payments, and collaborating with the bookkeeper.
• Follow up on outstanding payments, including sending reminders and communicating with clients as needed.
• Prepare, issue, and track client invoices in alignment with the firm's billing policies and timelines.