Client Accounts Coordinator - Accounting - Dallas

Winstead PC • Dallas, TX

41d

About The Position

Client Accounts Specialists for Homeowners Association (HOA) clients manage the financial lifecycle of legal accounts within a specialized practice, ensuring that homeowners' legal fees, and collections are accurately processed.

Requirements

• Education: A Bachelor's degree in Accounting, Finance, or a related field is preferred.
• Experience: 2–3 years of experience in legal billing and/or high-volume collections, within a real estate or HOA law environment preferred.
• Software Skills: Proficiency in legal billing software such as Elite 3E, Aderant preferred. Strong Excel skills.
• Core Skills: Strong attention to detail for reviewing time entries, professional demeanor for conflict resolution, and knowledge of LEDES file formats for electronic billing.

Responsibilities

• Execute complex billing, including split-party billing, and verify accuracy of legal fees, costs, and expenses against attorney time entries.
• Monitor outstanding receivables and aging reports, following up on delinquent receivables through correspondence or calls.
• Serve as the primary contact for HOA attorneys and paralegals.
• Process write-offs, apply retainer funds, and handle adjustments authorized by firm management.
• Generate various financial reports for HOA attorneys and paralegals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level