Remote Client Pricing Specialist

Winston Taylor LLP; Miami (FL); Remote; USD 84,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Winston Taylor LLP is seeking a Client Pricing Specialist for its Pricing Department. This fully remote role supports the accurate implementation of client rates, fee arrangements, and financial controls across the firm, collaborating with partners, practice coordinators, and billing teams.

The ideal candidate will have a BA/BS in Accounting or Finance, at least two years in legal billing or pricing, strong Excel skills, and experience with Aderant and Intapp.

Qualifications

• BA/BS in Accounting, Finance, or a related field required.
• Minimum of two years of either legal billing, pricing, or financial reporting and analysis experience in a professional services environment required.
• Fully remote but must reside within a commutable distance to a firm office.
• Strong proficiency in Microsoft Excel, including the ability to organize, analyze, and present financial data accurately required.
• Significant experience with Aderant Classic and/or Aderant Expert, including rate setup and maintenance.
• Experience with Intapp Intake.
• Experience with Litera Foundation Finance and/or Foundation Scoping (Clocktimizer).
• Proficiency with Microsoft 365 applications, including Outlook, Word, and Teams.
• Familiarity with Microsoft Copilot, Harvey, or similar generative AI tools and prompting.

Responsibilities

• Review and set up standard rates for new timekeepers in the Aderant system.
• Review and process Accounting Restrictions rate requests.
• Review and approve fee arrangements for New Business Intake (NBI).
• Review, document and set up fee arrangements for newly opened clients and matters.
• Review and process ad hoc rate change requests.
• Set up and maintain budget tracking for Fixed Fee and Fee Cap matters.
• Review OCGs and Engagement Letters for financial terms.
• Maintain database of client advance rate change notice requirements.
• Prepare and coordinate client advance rate change notices.
• Coordinate annual review of Firm override rate arrangements.
• Maintain accurate rates and fee arrangement documentation.
• Collaborate with Client Pricing Analysts on rate and pricing matters.
• Monitor the Pricing inbox and provide ad hoc reporting and support.
• Support Pricing and Finance special projects and priority initiatives.

Skills

Excel proficiency

Aderant Classic

Aderant Expert

Intapp Intake

Foundation Finance/Foundation Scoping

Microsoft 365

Gen AI prompting

Team collaboration

Education

BA/BS in Accounting or Finance

Tools

Aderant Classic

Aderant Expert

Intapp Intake

Litera Foundation Finance

Foundation Scoping (Clocktimizer)

Microsoft Copilot

Harvey / Gen AI tools

Job description

Winston Taylor LLP is seeking a Client Pricing Specialist for its Pricing Department. This fully remote role supports the accurate implementation of client rates, fee arrangements, and financial controls across the firm, collaborating with partners, practice coordinators, and billing teams.

The ideal candidate will have a BA/BS in Accounting or Finance, at least two years in legal billing or pricing, strong Excel skills, and experience with Aderant and Intapp.