Job description
Purpose of the role:
To ensure the prompt rendering of the Firm's bills to clients and that procedures are followed within the Firm. Ensure compliance with the VAT and Solicitors Accounts Rules are adhered to.
Main duties and responsibilities:
- Raising of bills on the Aderant system
- Ensure the Firm's billing and credit note procedure is strictly adhered to and that all necessary authorities are obtained
- Ensure bills are dispatched in line with the Firm's Policy within 48 hours
- Monitoring of the billing team mailboxes and dealing with requests in a timely manne
- Ensure all recorded time on Carpe Diem is captured at time of billing
- Ensure bills are raised in accordance with client services agreements/ letters of engagements
- Time and disbursement transfers and write offs
- Lawyer & PA liaison on Aderant and CD queries
- Collaboration with other finance teams / intake team to help resolve any billing issues
- Client and matter financial housekeeping
- Ensure compliance with Solicitors Accounts Rules (SAR)
- Ensure compliance with VAT / local tax regulations in relation to output tax
- Provide second line support to the Group Revenue Controllers to ensure write offs and any other matter maintenance issues are actioned promptly
- Provide cover for specific tasks of other team members during periods of absence
- Production of monthly and quarterly client reports where appropriate
- Ad hoc responsibilities as designated by Line Manager
Qualifications
- A good standard of education including GCSE passes in English & Maths
Key Skills
- Experience of billing on a Practice management system desirable
- High level of numeracy
- Working knowledge of Solicitor's Accounts Rules desirable but not essential
- Proven ability to prioritise workload within a busy environment and meet deadlines
- IT literate including a good level of understanding in Microsoft packages
- Accuracy with attention to detail
- Good communication skills (written and oral)
Personal Qualities / Behaviours
- Excellent team player
- Reliable and trustworthy
- Ability to use own initiative
- Organised and methodical
- Strong time management skills
- Positive and approachable outlook
- Pro-active approach
- Professional manner and appearance
- Ability to form positive relationships with people at all levels within the Firm
- Keen to learn
At Pinsent Masons we value diversity and inclusion. We are committed to creating a better workplace where all our talent can succeed and feel like they belong. We want to attract, retain and develop people at all levels and encourage applications from all suitably qualified candidates whatever your ethnicity, religion, age, physical or mental disability/ long term condition, sexual orientation, gender identity or expression or any other characteristics protected by local law in the jurisdictions in which we operate.
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