Billing & Accounting Specialist

Siegel Jennings; Beachwood (OH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Siegel Jennings is seeking an analytical Billing & Accounting Specialist to support client billing, accounting operations, and firm-wide process improvement. The role includes drafting invoices, coordinating co-counsel payments, and maintaining financial records with QuickBooks expertise.

The ideal candidate is accurate, organized, and tech-savvy, comfortable solving complex billing issues and improving workflows.

Qualifications

• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred, or equivalent work experience.
• 3-5 years of accounting, bookkeeping, billing, or financial operations experience required.
• Experience with QuickBooks required.

Responsibilities

• Prepare accurate client invoices and billing packages.
• Enter and reconcile financial transactions in QuickBooks and support accounts payable functions.
• Coordinate with clients and attorneys to obtain necessary information and maintain records.
• Identify opportunities to improve accounting, billing, and administrative workflows.

Skills

Analytical skills

Detail-oriented

Time management

Communication skills

Excel

Independent worker

Education

Accounting/Finance degree

Tools

QuickBooks

Job description

Position Summary

Siegel Jennings is seeking an analytical and detail-oriented Billing & Accounting Specialist to support the firm's billing, accounting, and operational improvement initiatives. This role is responsible for drafting client billings, coordinating co-counsel payments, maintaining financial records, and supporting accounting process improvement projects across the firm.

The ideal candidate is accurate, organized and tech-savvy, and is comfortable solving complex billing issues, identifying efficiencies, and managing complex administrative and financial processes. This position will work closely with attorneys, operations leaders, and accounting staff to ensure timely client billing, accurate payments, and continuous improvement of accounting and reporting workflows. Knowledge of QuickBooks and strong analytical skills are essential. After an initial in-office training period, this role will shift to a hybrid schedule based out of our Beachwood, OH location, dependent upon the needs of the business.

Who We Are:

Our successful and growing property tax-focused law firm consists of approximately 45 professionals across 4 geographic locations (Chicago, Cleveland, Columbus and Pittsburgh) supporting a nationwide law practice.

The attorneys and professionals of Siegel Jennings advocate for fair property taxation on behalf of all taxpayers, striving to achieve results and provide long-term strategies that ensure sustainable economic growth.With 50+ years of experience, Siegel Jennings employs its field-leading skill and highest professional standards in pursuit of our clients’ interests.

Siegel Jennings' Core Values are embodied by everyone at the firm:

• We are relentless
• We take ownership
• We do the right thing
• We bring a positive attitude
• We believe no job is too small

https://www.siegeltax.com/

What We Offer You:

Medical benefits at no cost to the employee, 401(k) and profit sharing (once eligible), paid holidays, vacation and sick time, and free parking when working at the office.

What You’ll be Doing:

Client Billing Support

• Prepare accurate client invoices and billing packages.
• Confirm property value corrections and related tax refunds are properly processed and reconcile any discrepancies.
• Coordinate with clients and attorneys to obtain necessary information.
• Maintain billing records and supporting documentation.
• Build relationships with government agencies to resolve refund issues and delays.
• Use client software platforms to submit invoices and track approvals and payments.

Overall Accounting Support

• Prepare and process co-counsel checks and related documentation.
• Track co-counsel payments and ensure records are accurately maintained.
• Enter and reconcile financial transactions within QuickBooks.
• Assist with accounts payable and other accounting-related functions.

Process Improvement & Systems Administration

• Identify opportunities to improve accounting, billing, and administrative workflows.
• Assist with implementation of new processes, technology, automation, and reporting tools.
• Support data cleanup, system updates, and documentation efforts.
• Develop and maintain written procedures and process documentation.

Special Projects & Analytics

• Support firm initiatives requiring billing and accounting analysis and reporting.
• Assist with tracking projects, including Illinois illegal rate and other cost-center initiatives.
• Gather, organize, and analyze data to support decision-making.

Your Background:

• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred, or equivalent work experience.
• 3-5 years of accounting, bookkeeping, billing, or financial operations experience required.
• Experience with QuickBooks required.
• Experience in a law firm or professional services environment is a plus.

• Strong analytical and problem-solving skills, with a demonstrated ability to identify process improvements and implement solutions.
• High level of attention to detail and accuracy.
• Excellent organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Advanced proficiency with the Microsoft Office Suite, especially Excel.
• Ability to learn new software platforms and business processes quickly.
• Ability to work independently while collaborating effectively across departments.
• Commitment to confidentiality and professional ethics.
• Familiarity with AI tools is preferred.