- Serving as the central contact/liaison for the financial needs of a client's account.
- Building and maintaining effective working relationships with billing lawyers, legal assistants, and external clients, and respond to any queries regarding the billing process.
- Work closely with lawyers to initiate and prepare client bills and manage work in progress (WIP).
- Act as a monitor for specific clients and/or matters when Alternate Fee Arrangements are in place, providing reports and ensuring compliance with all special arrangements.
- Prepare and process all client billings, including:
- Complete a variety of miscellaneous billing duties including write-offs, transfers of WIP, generating proformas, reversing invoices, multi-payor invoices set up, creating billing group and revaluing WIP.
- Assist with the training of billing staff and legal assistants on the billing process, as required.
- Generate ad hoc billing client/matter reports.
- Assist with the year-end audit requirements, as required.
- Monitor and manage shared billing team inbox
- Provide backup to other Billing Specialists, as required.
- Assist with special projects and other duties as assigned.
- Post-secondary diploma or degree in accounting.
- 3-5 years of related work experience, with a preference for those candidates with previous professional services experience, experience in a law firm is an asset.
- Consideration will be given to applicants with prior legal assistant billing experience.
- Proficiency with technology including Windows applications (Word, Excel and Outlook).
- Working knowledge of a recognized accounting system software.
- General knowledge of legal and accounting terminology, accounting principles and professional services billing processes.
- Legal industry experience including knowledge of Tax rules.
- Excellent communication and interpersonal skills; capacity to demonstrate tact and diplomacy when dealing with internal and external clients.
- Strong organizational and time management skills, ability to handle multiple tasks and work under pressure to meet deadlines.
- Detail oriented and resourceful, with strong analytical ability.
- Ability to work in a fast-paced environment while maintaining accuracy.
- High level of discretion and confidentiality.
- Ability to be flexible with regards to work hours during busy periods to meet the demands of the role.
- Competitive compensation + Extended Health & Dental Care
- RRSP Matching Program
- Education/tuition allowance
- Fitness Reimbursement Program
- Diversity and Inclusion Centric Culture
- A Culture of Wellness: Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.
- A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
- A business casual dress code (client/day specific)
- Employee referral bonus.
- A hybrid work environment
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Billing Specialist - Vancouver, Canada - Cassels Brock & Blackwell LLP
Description
About Us:
Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.
Our Culture:
At Cassels, our mission is to attract, retain and promote individuals of exceptional ability and talent from as broad a range of backgrounds as possible. We offer meaningful career opportunities, invest in professional growth, and foster an inclusive environment. Our Firm's success is built on the unique skills, perspectives, experiences and values of each individual. We encourage a corporate culture that respects and celebrates the dignity, value and diversity of all.
Role Overview:
Our Vancouver office is seeking a talented Billing Specialists to join our accounting team for a 1-year contract. As our Billing Specialist, you'll play a pivotal role in efficiently processing proformas and final billings for the assigned Practice Group & Billing Lawyers. Attention to detail, exceptional organizational skills, and a strong dedication to providing outstanding internal and external client service are paramount for success in this role.
The successful candidate will be responsible for:
1. Preparing and printing to PDF monthly proformas for assigned lawyers.
2. Review WIP and client/matter billing instructions on proforma to ensure compliance with client and matter billing requirements prior to processing invoices.
3. Review and determine tax application for client invoices.
4. Process and edit proformas to ensure accuracy and consistency.
5. Transfer time/disbursements according to lawyers' instructions and Firm guidelines and billing procedures.
6. Circulate proformas to billing lawyers for review and approval and make necessary adjustments as requested.
7. Prepare final invoice for lawyer's approval and submit to clients.
The successful candidate must have the following education, experience and/or demonstrated skills:
Employment Type: 1-Year Contract (Hybrid)
Salary: Starting from $65,000
What we offer:
Cassels is an equal opportunity employer with a strong commitment to diversity, inclusion, equity and an accessible environment. It is our priority to remove barriers to provide equal access to employment. We strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities and/or people with intersectional identities. All qualified candidates are encouraged to apply, and we will provide appropriate accommodation for candidates with disabilities or accessibility needs throughout the recruitment process, upon request. Please contact our recruiter for any questions, accommodations or specific requests.
We wish to thank all applicants for their interest, however, only candidates selected for interviews will be contacted. We regret that we are unable to respond to individual inquiries about application status, unless required for accommodation purposes.
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