EPI Accounts Assistant Role

DAC Beachcroft; Leeds; On-site; GBP 25,000 - 30,000; Full time

Job summary

A reputable law firm in Leeds is seeking an Accounts Assistant to support EPI billing processes. This role involves managing invoices, handling queries from clients, and collaborating with the finance team. Ideal candidates should be detail-oriented, organized, and possess strong communication skills. Previous finance experience is preferred but not essential.

Qualifications

• Proactive and flexible approach required.
• Ability to manage and prioritize work within prescribed timescales.
• Experience in finance/billing environment preferred.

Responsibilities

• Support EPI Account Managers with billing processes.
• Check invoices for accuracy before forwarding.
• Handle invoice-related queries professionally.
• Assist with gathering information for reports.
• Liaise with finance team to resolve queries.

Skills

Organized

Detail-oriented

Excel proficiency

Numeracy skills

Communication skills

Team-oriented

Case management system experience

Finance systems understanding

Job description

Overview

EPI Accounts Assistant Role

Department: Employment, Pensions and Immigration - North

Employment Type: Permanent

Location: Leeds

Description

The Accounts Assistant will support EPI billing, along with any associated tasks in the billing process. They will work closely with the EPI Account Managers, the EPI team (lawyers and support team) and national finance team to ensure invoices are raised correctly and sent out to the clients in accordance with our the relevant Service Level Agreements.

Responsibilities

• Support and work with the three EPI Account Managers in the team.
• Support them in managing departmental billing processes ensuring that time and/or disbursements are processed in accordance with client protocols, ensuring clients are billed the right amounts at the right time.
• Checking invoices received from our finance team ensuring they have been billed as per the instructions, then forwarding to the relevant clients by email/electronic means in accordance with our Service Level Agreements.
• Dealing with invoice-related queries from clients in an efficient and professional manner.
• Assisting the team with queries on financial matters such as billed/unbilled time, disbursements, billing and client account balances.
• Supporting in running and gathering information for Client Management Information reports.
• Liaising with our finance team to resolve account queries.
• Handling confidential information in line with the Firm's data security protocols.

Skills, Knowledge and Expertise

• Must be organised with the ability to manage and prioritise work within prescribed timescales.
• Has a proactive and flexible approach.
• Must have a good eye for detail and excellent numeracy skills
• A good knowledge of Excel.
• High standard of written and oral communication skills with the ability to liaise confidently and professionally with clients and colleagues at all levels.
• Team oriented with a willingness to share knowledge with and support other members of the team/cluster.
• Experience of using a case management system preferred
• Experience/understanding of finance systems preferred.
• Previous finance/billing experience within a professional services environment is ideal but not essential.