Accounts Receivable Specialist and Bookkeeper

About the Role

Title: Accounts Receivable Specialist & Bookkeeper

Location: USA - NYC

Job Description:

ccounts Receivable Specialist & Bookkeeper (Part-Time) - Remote | United States

Our client is a premier boutique family law firm based in SoHo, Manhattan, serving clients across New York's five boroughs, Westchester, and Nassau Counties. Led by a highly regarded attorney with 10+ years of experience, the firm handles complex matrimonial and family law matters — divorce, child custody, property division, and more. They are a small, high-caliber team looking to bring in dedicated billing and administrative support to professionalize their financial operations and free up attorney time for client work.

What You Will Do

• Own the billing process end-to-end once attorneys finalize monthly bills: send invoices to clients, track payment status, and maintain accurate records

• Follow up on overdue balances via email and phone — proactive, consistent collections outreach

• Monitor trust and retainer account balances and send replenishment requests as needed

• Manage and update client billing records in Clio (legal practice management software)

• Support basic bookkeeping tasks: data entry, expense tracking, and financial record maintenance in Excel

• Collaborate directly with the firm's principal and team to ensure billing runs smoothly each month

What You Must Have

• Must be based in the United States - this is a non-negotiable requirement

• 2+ years of experience in billing, accounts receivable, or collections

• Comfortable making outbound calls and sending follow-up emails to clients regarding overdue balances

• Strong attention to detail and ability to maintain accurate financial records

• Proficiency in Microsoft Excel

• Discretion and trustworthiness — you will handle sensitive legal and financial client data (SSNs, tax returns, retainer accounts)

• Reliable, self-directed, and comfortable working independently in a remote setting

• Bookkeeping experience - QuickBooks or equivalent

Nice to Have

• Experience with Clio (legal CRM and billing software) — strongly preferred

• Prior experience working with a law firm or legal billing processes

• Familiarity with trust accounting and retainer management

Role Details

• 📍Fully Remote - United States only

•  Part-time - approximately 20–40 hours per month (5–10 hours per week), flexible schedule

•  Potential to expand into a broader bookkeeping and admin role over time