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    Billing Coordinator (Houston)

    Locke Lord LLP has an immediate opening for a Billing Coordinator in our Houston office. 

    DUTIES & RESPONSIBILITIES:

    • Processing all transactions related to requests for proformas, bill edits and bills including narrative edits, time/cost transfers, hour and value adjustments, unbilled write offs, rate revelations, dividing entries.

    • Maintain and process electronic bills via a variety of client applications as requested. Includes budgeting, transaction validation, bill transfer and documentation.

    • Set up and maintain special client rate tables and bill formats as requested by attorneys.

    • Review and process unbilled write-offs.

    • Assist attorneys and secretaries with billing problems, reports or client inquiries as needed.

    • Assist in preparing weekly and monthly reports and proformas as needed.
    • Assist Billing Manager with special projects and reports as required.

    EDUCATION & EXPERIENCE:

    • Associate or Bachelor’s degree in accountancy/business administration or finance preferred.
    • Minimum two to three years’ billing experience in a professional services environment preferably law firm.
    • Elite Enterprise experience – a must*
    • Computer skills - ability to learn and use multiple computer systems which include:
    • Excel- including ability to format worksheets, create formulas and sort data
    • Interface with client billing applications via Internet or other file transfer method as required by client
    • Familiarity with other Microsoft office products including Outlook and Word.
    • Ability to quickly identify issues and resolve in a timely manner
    • Understanding of general accounting concepts.
    • Good communication skills - ability to work with all personnel levels.
    • Ability to safely perform essential functions with or without reasonable accommodations.
    • Attention to detail and accuracy highly valued.
    • Punctuality and regular attendance.
    • Safe and successful job performance, including meeting productivity standards.
    • In order to retrieve records from cabinets, employee will be required to bend/crouch.
    • Duplicating and filing will require extended periods of time standing.
    • Manual ability required for computer keyboard/typing, filing tabs and handling tab panels.
    • Vision ability required for viewing small-type size.
    • Hearing ability required for extensive phone usage.
    ADDITIONAL INFORMATION:

    Supervisory Responsibility – This position has no direct supervisory responsibilities.

    Work Environment – This position operates in a professional office environment.

    Position Type/Expected Work Hours – This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. Occasional evening and weekend work may be required as job duties demand.

    Travel – Little to no travel is expected for this position.

    Locke Lord is not working with search firms on this position (no calls please).

    Locke Lord is an Equal Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or veteran status.

    Interested candidates should submit their application to our Staff Recruiter: stephanie.myers@lockelord.com 


    New Business Intake Specialist (Providence)

    The New Business Intake Specialist is responsible for the daily processing of new matter information and maintenance of existing information as requested by the attorneys and staff.  This position must have excellent data entry skills and possess the ability to work in a fast-paced, demanding environment.

    DUTIES & RESPONSIBILITIES:

    • Review of matter packets for accuracy and completeness based on departmental guidelines before submitting to the Client Duty Officer for approval
    • Tracking the approval process of the client intake package and any applicable engagement letters, consent letters, waiver letters and any other documentation required by Firm and departmental practices and procedures.
    • Entering  new client/matter information into Elite, the Firm’s financial database being careful to meet all client and billing attorney requests and requirements including the accurate completion of all client/matter fields.
    • Notifying attorneys, secretaries and applicable records department of new number assignment.
    • Daily maintenance and upkeep of the Firm’s client and matter information in Elite.
    • Making various changes to client and matter records as requested by Firm personnel, obtaining approvals when appropriate.
    • Carefully adhering to the departmental and Firm standards as they relate to obtaining executed engagement letters.
    • Assisting all Firm personnel with Client Intake requests, questions, and projects.
    • Additional responsibilities and projects as assigned by the Senior Client Intake and Conflicts Manager or the Lead  Client Intake and Conflicts Coordinator.
    EDUCATION & EXPERIENCE:
    • Bachelor’s Degree required.
    • Past data entry experience preferred but not required.
    • Ability to organize and produce detailed, accurate work.
    • Excellent communication skills, both oral and written.
    • Ability to multi-task and maintain strict confidentiality.
    • Solid working knowledge of Windows 7, Microsoft Office 2010, Outlook and experience with conflicts software.  Experience with Elite preferred.
    ADDITIONAL INFORMATION:

    Work Environment – This position operates in a professional office environment.

    Position Type/Expected Work Hours
    – This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. Occasional evening and weekend work may be required as job duties demand.

    Travel – Little to no travel is expected for this position.

    Locke Lord is not working with search firms on this position (no calls please).

    Locke Lord is an Equal Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or veteran status.

    Interested candidates should submit their application to our Staff Recruiter: stephanie.myers@lockelord.com 



    Business Systems Administrator (Dallas)

    Locke Lord LLP is looking for a Business Systems Administrator in its Dallas office. The Business Systems Administrator will report to the Director of Business Information Systems. This candidate will assist in the administration, support, maintenance, development and implementation of the Firm’s accounting and financial systems.

    Duties & Responsibilities:

    • Serve as liaison between Accounting, Finance and IT departments.
    • Manage all user/system set-ups and security in Elite Enterprise, DTE and other related systems.
    • Help Desk support for Elite products and DTE.
    • Assist with software implementations and upgrades to existing systems as well as the implementations of third party application integration processes (i.e. data loads).
    • Troubleshoot problems related to software performance and functionality in conjunction with IT department.
    • Coordinate with third party support group regarding system maintenance and projects and incidents related to them.
    • Modify current bill templates for Document Studio templates.
    • Perform data analysis to facilitate identifying and resolving issues and problems. Help develop documentation, training, and development of users regarding the firm’s financial systems and data.
    • Develop and generate reports, data imports/exports and interfaces between systems.
    • SQL and Database knowledge of Elite Enterprise is a plus.

    Education & Experience:

    • BA or BS in Accounting or Computer Science with minimum of 3-5 years’ experience.
    • Strong analytical and problem solving skills and ability to work as a team with Accounting staff, Development programmers and Elite IT teams on projects, software implementation and data customization.
    • A general knowledge of law firm accounting including general ledger and billing practices with a desired strong concentration in Elite Enterprise and an intermediate use of Excel.
    • Experience and knowledge of financial applications such as Intapp Time, Whitehill, Clarity, Paperless Proforma, Image Connect, ARC2G is desired, but not all required.
    • Additional experience with applications for docketing and conflicts, such as CPI, Prolaw and Legal Key is a plus.
    • Support and execution of Month End balancing of Elite, financial system setups and data warehousing of reports.
    • Ability to create and hoc reports using Microsoft SQL is a plus.
    • Ability to troubleshoot issues via HelpDesk tickets, create and execute plans for integrations, upgrades, patches and hot fixes for Elite and Elite products.
    • Help implement business process improvements to enhance the efficiency for Accounting staff.
    Additional Information:


    Supervisory Responsibility
    – This position has no direct reports.

    Work Environment – This position operates in a professional office environment.

    Position Type/Expected Work Hours – This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. Occasional evening and weekend work may be required as job duties demand.

    Travel – Little to no travel is expected for this position.

    Locke Lord is not working with search firms on this position (no calls please).

    Locke Lord is an Equal Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or veteran status.

    Interested candidates should submit their application to our Staff Recruiter: stephanie.myers@lockelord.com 


    Senior Tax Accountant (Dallas)

    Locke Lord LLP is looking for a Senior Tax Accountant in its Dallas office. The Senior Tax Accountant will report to the Director of Partnership Accounting & Tax. The ideal candidate will have four plus years of relevant tax experience. State and Local Tax experience is a must. CPA designation is preferred.

    Duties & Responsibilities:

    • Audits key areas of the ledger and ensures all accounting transactions are properly recorded.
    • Supports and provides documentation and prepares schedules for partner quarterly State Income tax estimates. Prepares and files estimates timely.
    • Collaborates with the team to research, analyze, and resolve State tax issues.
    • Prepare monthly sales tax reports for State sales tax filings.
    • Assist with preparation of indirect taxes including use, property and excise.
    • Determine sales tax applicability to purchases and invoices, and submit for sales tax returns.
    • Prepare quarterly tax provisions and estimated/extension liabilities.
    • Participate in a wide variety of special projects as requested from senior management.
    • Correspond liaise with the Firm’s partners and governmental agencies relating to tax notifications.
    • Identify and research tax issues related to company transactions and partner matters.
    • Coordinate deadline calendar to ensure compliance with various regulatory agencies.
    • Work overtime hours as needed.

    Education & Experience:

    • Bachelor’s Degree in Accounting or other related field is required.
    • CPA designation is preferred.
    • Four plus years of relevant tax experience. (State and Local Tax experience required.)
    • Extremely organized and communicative.
    • Demonstrates proficiency in Microsoft Excel functions.
    • High degree of initiative and independent execution; full ownership of job tasks.
    • Ability to perform in a deadline-driven environment with constantly changing priorities.
    • Team oriented and hard working.
    • Takes ownership of projects and has initiative to thrive in a fast-paced dynamic environment.
    • Can multi-task and manage multiple ongoing assignments
    • Tax preparation and planning, general ledger accounting, payroll, sales and property tax preparation.
    • Strong excel skills are imperative.
    • Specific knowledge of individual, partnership, and state and local taxation is required.
    • Proficiency with accounting and tax preparation software applications.
    • Exposure to nonresidents and the US tax preparation software applications.
    • Preparation and review experience of Partnership and individual tax returns.
    • Adept at managing deadlines and firm’s monthly and annual work flow.
    • Willingness to assist others and provide training, as well as communicating well with other team members, the firm’s partners and third-party service providers are all extremely important.
    • Ability to work overtime, including weekends as required, is expected during busy tax season.

    Additional Information:

    Work Environment – This position operates in a professional office environment.

    Position Type/Expected Work Hours – This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. Occasional evening and weekend work may be required as job duties demand.

    Travel – Little to no travel is expected for this position.

    Locke Lord is not working with search firms on this position (no calls please).

    Locke Lord is an Equal Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or veteran status.

    Interested candidates should submit their application to our Staff Recruiter: stephanie.myers@lockelord.com 


    Patent Docketing Specialist (Boston)

    The Patent Docketing Specialist is responsible for the accurate review, entering, processing and tracking critical dates for of all IP related patent documents received from the USPTO and foreign associates.  Responsibilities include maintaining the Patent docket system, Computer Packages, Inc. (“CPi”).  The Patent Docketing Specialist must have prior Patent IP docketing experience of at least 5 years and demonstrate high attention to detail, excellent execution and communication skills, and planning skills.  The person must be capable of organizing his/her workload, exercise independent judgment and discretion while working autonomously (seeking counsel when appropriate) and work under pressure often with competing priorities.  Accurate and timely completion of responsibilities and tasks to ensure strict deadlines are adhered to and met is essential.

    ESSENTIAL FUNCTIONS:

    • Responsible for accurate review, processing and docketing all Patent documents received from the USPTO and foreign associates, we well as maintenance of Patent records and related docket entries in CPi.  Reviewing incoming faxes and distribute promptly.
    • Responsible for entering and tracking critical dates with respect to Patent prosecution while discerning the appropriate information to enter into the docket in a timely and accurate manner; interpreting official documents and correspondence to gather necessary information for entry into CPi.  Responsible for monitoring and tracking annuity due dates and payments.
    • Processing and interpretation of incoming correspondence from the USPTO, attorneys, clients and foreign associates for entering into the Patent database.  Preparation of timely and accurate reports, searching for and retrieving filing information from websites if/when needed to maintain the integrity of the CPi database.
    • Promptly email relevant communications to the attorneys especially when mail is addressed to only Patent Docketing while also saving documents to File Site.
    • Regularly perform significant and recurring tasks with a high degree of priority, attention to detail and maintain follow-up on diverse activities – all in a timely, deadline-driven environment.  Exercise good judgment in application of policies and practices in handling all patent prosecution matters handled by Patent Docketing.
    • Perform additional duties as requested by the Docket Manager and Department Manager.

    ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES:

    • Ability to work under pressure and meet deadlines and conflicting demands in a timely manner;
    • Ability to read and comprehend complex materials involving legal and technical matters;
    • Prior experience and knowledge of IP areas of legal practice concentrating in Patent prosecution;
    • Ability to accurately and thoroughly document and file information;
    • Ability to work well independently and with others to accomplish goals;
    • Ability to communicate effectively with attorneys, management and staff;
    • Taking ownership of your daily work and seeing it through to completion; and
    • Excellent organization skills.

    EDUCATION AND EXPERIENCE REQUIRED:

    • Bachelor’s degree or paralegal certificate or associate’s degree plus a minimum of 5 years of law firm experience; preferably in patent prosecution.
    • Must demonstrate excellent interpersonal and computer skills as well as a strong work ethic working independently and with co-workers; and
    • Solid working knowledge of CPi, searching skills using PAIR and foreign websites and Outlook.

    This job description is intended to describe the general nature and level of the work being performed by employees in the job.  It is not intended to be a complete list of all responsibilities, duties and skills required for the job.  A review of the job description has excluded the marginal functions.  All requirements are essential job functions but are subject to possible modification to reasonably accommodate individuals with disabilities.  


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