Billing & Accounting Specialist

Siegel Jennings - Property Tax Law; Beachwood (OH); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical benefits

401(k) and profit sharing

Paid holidays

Vacation and sick time

Free parking

Job summary

Siegel Jennings - Property Tax Law seeks a Billing & Accounting Specialist to support client billing, accounting records, and process improvements. The role requires accuracy, strong analytical skills, and tech savvy, with initial in-office training followed by a hybrid schedule in Beachwood, OH.

The ideal candidate will manage client invoices, co-counsel payments, and financial workflows, leveraging QuickBooks and MS Office. Prior law firm experience is a plus and confidentiality is essential.

Qualifications

• 3-5 years of accounting, billing, or financial operations experience.
• Experience drafting client billings and processing payments.
• Experience in a law firm or professional services environment is a plus.

Responsibilities

• Prepare accurate client invoices and billing packages.
• Enter and reconcile financial transactions in QuickBooks; support AP and broader accounting tasks.
• Identify opportunities to improve accounting, billing, and administrative workflows.
• Support analytics and reporting for firm initiatives and cost-center projects.

Skills

Analytical skills

Time management

Communication skills

Excel

Microsoft Office

Adaptability

AI tools familiarity

Independent work

Education

Accounting/Finance/Business degree or related

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:

With more than 50 years of experience, at Siegel Jennings we focus our practice exclusively on property tax. Through our consulting arm, SJ National, and our membership in the Americal Property Tax Counsel, we service taxpayers' property tax needs in all major markets in North America, offering our team the opportunity to work on challenging assignments, deliver meaningful results for clients, and build a rewarding career in a specialized field of law.

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.