Our Private Client Services (PCS) group advises high-net-worth individuals, families, fiduciaries, and family offices on estate planning, wealth preservation, trust and estate administration, and related matters. Our clients expect invoices that are accurate, clear, and handled with discretion.
As the PCS Billing Analyst, you'll be the group's go-to resource for prebill review, billing quality control, fee-arrangement oversight, and billing analysis. You'll conduct the first review of prebills, work with attorneys and paralegals to refine time entries and narratives, and then partner with the finance, who is responsible for final invoice processing. This role works directly with partners and practice leadership, suits someone who likes detail and ownership, and offers a chance to shape how a sophisticated practice presents its work to clients.
- Locations
- Boca Raton, Florida, United States