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Billing Specialist
2 months ago
Job Overview
At McCarthy Tétrault, we are committed to providing stimulating and fulfilling career paths. Our workplace culture is rooted in professional excellence, teamwork, innovation, and entrepreneurial spirit. We prioritize inclusivity in all its forms and equip our employees with the necessary tools and opportunities to reach their full potential.
This role is based in Toronto and offers a hybrid work environment.
Key Responsibilities of the Billing Analyst include:
- Establishing and nurturing effective working relationships with billing attorneys, paralegals, legal assistants, clients, and management.
- Ensuring timely entry of billable hours and following up with attorneys and paralegals as needed. Preparing, printing, and reviewing prebills promptly, whether electronically or physically, including necessary follow-ups and revisions according to client billing guidelines and firm policies.
- Monitoring and reviewing outstanding Work In Progress (WIP) and collaborating with attorneys and paralegals to facilitate timely billing. Tracking contingency files, closings, and other milestone billing arrangements while reporting on their status to the direct supervisor.
- Generating various reports and spreadsheets related to time, billing, and receivables for attorneys, paralegals, and external clients as applicable.
- Issuing invoices as directed by attorneys in compliance with client billing guidelines and firm standards, including narrative edits, transfers, splits, obtaining approvals for fee adjustments, and creating invoices in various formats for e-billing clients.
- Ensuring timely delivery of invoices and supporting documents to clients via mail, email, or e-billing platforms as per firm standards.
- Collaborating with the Finance Department to maintain updated client codes and contract specifications.
- Coordinating with the E-billing Team regarding any rejected invoices during submissions.
- Completing online status reports and budgets in e-billing systems for various clients in collaboration with attorneys and legal assistants.
- Monitoring specific clients and/or matters under Alternate Fee Arrangements, ensuring that special rates and discounts are applied to invoices and updating billing attorneys on status.
- Acting as a liaison between attorneys/legal assistants and Finance, providing assistance with accounting or financial inquiries to meet client needs.
- Handling initial collection inquiries with external clients and escalating billing issues to the billing attorney for further direction. Managing invoice cancellations and re-issuances or creating credit notes as per firm policies.
- Gathering additional information related to special arrangements and assisting the E-billing team to ensure prompt setup for e-billing matters.
- Supporting the Billings Team by managing requests sent to the team inbox and assisting with workload during peak times.
- Maintaining accurate records of all approvals and directions in accordance with firm standards.
- Reviewing and translating narratives to ensure appropriate billing language and identifying necessary changes for billing attorney review.
Ideal Candidate Profile:
- Post-secondary education in Accounting or equivalent work experience.
- At least 3 years of relevant experience in client service, billing, collections, or accounts receivable, preferably within a professional services environment.
- Familiarity with Aderant Expert or similar accounting systems is advantageous.
- Strong time management skills with the ability to manage multiple tasks and work under pressure to meet deadlines.
- Excellent analytical and problem-solving abilities.
- Exceptional attention to detail and organizational skills.
- Knowledge of business and legal terminology.
- Ability to demonstrate tact and diplomacy in interactions with clients.
- Willingness to work overtime during peak billing periods.
- Strong written and verbal communication skills.
- High level of discretion and confidentiality.
Benefits of Joining McCarthy Tétrault:
- Comprehensive benefits from day one, including insurance premiums covered by the firm and reimbursements for wellness and technology.
- Competitive salary, paid overtime, and generous time off, including a day off for volunteering and a birthday holiday.
- Commitment to professional development and growth opportunities, supported by a culture that encourages feedback.
- Strong community involvement and dedication to equity, diversity, and inclusion.
- A collaborative culture that connects legal and business teams through shared purpose.
We appreciate all applicants for their interest in McCarthy Tétrault; however, only selected candidates will be contacted. McCarthy Tétrault is an equal opportunity employer that fosters an inclusive, equitable, and accessible environment. Please inform us if you require accommodation during the recruitment process.
