BILLING COORDINATOR – SACRAMENTO
THE FIRM
Weintraub Tobin is an innovative provider of sophisticated legal services to dynamic businesses and business owners, individuals, emerging companies, and nonprofits. From locations in Sacramento, San Francisco, Los Angeles, Orange County, and San Diego, more than 80 attorneys assist clients throughout California with business and litigation needs, including corporate law, finance and tax law, labor and employment, real estate, intellectual property, entertainment, and digital media. We maintain our leadership position by creating a value-added, trust-based relationship with our clients, supporting our local communities, and developing deep subject-matter expertise. We offer a supportive and collegial environment where individual contributions are recognized and celebrated, and hard work is balanced with personal fulfillment and responsibilities.
THE OPPORTUNITY
Weintraub Tobin is currently seeking a full-time (40 hours per week), experienced Billing Coordinator to join the Firm’s Accounting and Finance team in our Sacramento office. This position reports directly to the Chief Financial Officer and works collaboratively as part of a team, regularly interfacing with the Firm’s clients, attorneys, and staff across all offices. The successful candidate is detail-oriented, proactive, and thrives in a fast-paced, professional environment. A strong commitment to quality client service and teamwork is essential.
RESPONSIBILITIES
- Perform and process daily billings (both paper and electronic/EDI billing), including review of billing data for any errors.
- Resolve billing issues directly with attorneys and clients.
- Apply trust and retainer funds as directed.
- Prepare and distribute monthly pre-bill reports to billing attorneys, practice group leaders, and the CFO.
- Edit pre-bills in response to attorney or secretary requests.
- Provide back-up support for accounts payable (A/P) and accounts receivable (A/R).
- Assist with month end tasks (e.g., trust balancing and interest).
- Process write-offs in accordance with Firm policy.
- Provide remote billing support to the firm’s additional offices in San Francisco and Los Angeles.
- Make collection calls as needed.
- Perform additional duties as assigned by Firm management.
SKILLS AND ABILITIES
- 2 - 4 years of billing, A/R, and/or light bookkeeping experience within a law firm or other professional services environment.
- Proficiency in Microsoft Excel and Word is required.
- Experience handling electronic (EDI) billing is preferred.
- Experience with Orion accounting software, or similar programs is a plus.
- Familiarity with e-billing sites (e.g. Tymetrix, Counsellink, Legal eXchange, Legal Tracker, etc.) is a plus.
- Superior attention to detail and a high level of accuracy, judgement, and discretion.
- Ability to work concurrently on a variety of projects and work effectively under pressure, while meeting deadlines.
- Adept at working independently or on a team in providing timely and quality client service to attorneys and staff.
- Ability to effectively interact and communicate with all levels of the Firm (i.e. shareholders, other attorneys, Firm management, other staff, and clients).
- Reliable, professional and punctual.
- Strong analytical and problem-solving skills.
- Demonstrates good judgement and confidentiality and discretion at all times.
EQUAL EMPLOYMENT OPPORTUNITY
The Firm is an equal opportunity employer. It is Firm policy to provide equal opportunities to all qualified individuals regardless of race, color, creed, religion, national origin, sex, age, physical or mental disability, medical condition, marital status, sexual orientation, sexual identity, genetics, veteran status, or any other class protected under federal, state, or local law. This policy applies to all terms and conditions of employment. It is the intent of the Firm to comply with all applicable federal and state laws with respect to fair employment practices. The Firm will provide reasonable accommodation to qualified applicants and employees with a known disability or medical condition or for an employee’s religious beliefs provided the accommodation does not cause undue hardship to the Firm. Any applicant or employee with a qualifying disability or medical condition, or a religious practice, that requires an accommodation in order for the employee to perform the essential function of his or her job, should contact the Human Resources to discuss it further so the Firm can determine if a reasonable accommodation exists and can be provided.
Salary range: $60,000-$70,000
NOTE: We are not currently accepting inquiries from recruiters or recruiting agencies. All applications must be submitted directly by the candidates.
