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Client Accounts Coordinator - Accounting - Dallas

Winstead PC · Dallas, Texas, US

Client Accounts Specialists for Homeowners Association (HOA) clients manage the financial lifecycle of legal accounts within a specialized practice, ensuring...

Job description

Client Accounts Specialists for Homeowners Association (HOA) clients manage the financial lifecycle of legal accounts within a specialized practice, ensuring that homeowners' legal fees, and collections are accurately processed. Primary Duties and Responsibilities: - Execute complex billing, including split-party billing, and verify accuracy of legal fees, costs, and expenses against attorney time entries. - Monitor outstanding receivables and aging reports, following up on delinquent receivables through correspondence or calls. - Serve as the primary contact for HOA attorneys and paralegals. - Process write-offs, apply retainer funds, and handle adjustments authorized by firm management. - Generate various financial reports for HOA attorneys and paralegals. Requirements & Qualifications: - Education: A Bachelor's degree in Accounting, Finance, or a related field is preferred. - Experience: 2–3 years of experience in legal billing and/or high-volume collections, within a real estate or HOA law environment preferred. - Software Skills: Proficiency in legal billing software such as Elite 3E, Aderant preferred. Strong Excel skills. - Core Skills: Strong attention to detail for reviewi...