Billing & Accounting Specialist

Siegel Jennings • Beachwood, OH

5d • Hybrid

About The Position

Siegel Jennings is seeking an analytical, detail-oriented Billing & Accounting Specialist to support the firm’s billing, accounting, and operational improvement initiatives. The role drafts client billings, coordinates co-counsel payments, maintains financial records, and supports accounting process improvement projects. The specialist works with attorneys, operations leaders, and accounting staff to help ensure timely client billing, accurate payments, and continuous improvement of accounting and reporting workflows. Knowledge of QuickBooks and strong analytical skills are essential.

The position is based at the firm’s Beachwood, Ohio location. After an initial in-office training period, the role shifts to a hybrid schedule, depending on business needs.

Siegel Jennings focuses exclusively on property tax and, through its consulting arm SJ National and membership in the American Property Tax Counsel, serves taxpayers in major markets throughout North America.

Requirements

• Three to five years of accounting, bookkeeping, billing, or financial operations experience.
• Experience with QuickBooks.
• Strong analytical and problem-solving skills, including the ability to identify process improvements and implement solutions.
• High 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 Microsoft Office, 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.

Nice To Haves

• Associate’s or bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience.
• Experience in a law firm or professional services environment.
• Familiarity with AI tools.

Responsibilities

• Prepare accurate client invoices and billing packages.
• Confirm property value corrections and related tax refunds are properly processed, and reconcile 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.
• Prepare and process co-counsel checks and related documentation.
• Track co-counsel payments and maintain accurate records.
• Enter and reconcile financial transactions in QuickBooks.
• Assist with accounts payable and other accounting-related functions.
• Identify opportunities to improve accounting, billing, and administrative workflows.
• Assist with implementing new processes, technology, automation, and reporting tools.
• Support data cleanup, system updates, and documentation efforts.
• Develop and maintain written procedures and process documentation.
• 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.

Benefits

• Medical benefits at no cost to the employee.
• 401(k) and profit sharing, once eligible.
• Paid holidays.
• Vacation and sick time.
• Free parking when working at the office.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree