Senior Consultant

Job Description

The Senior Consultant is a hands-on role responsible for performing and managing complex financial and operational work for BSO’s law firm clients. Senior Consultants become deeply involved in the day-to-day operations of their assigned firms — handling billing and accounting functions, monitoring financial activity, identifying and resolving issues, and helping clients improve their systems and processes.

This role requires someone who can both advise clients and do the work, whether that means reconciling accounts, paying bills, running payroll, managing billing and A/R, troubleshooting financial discrepancies, or configuring and implementing legal practice management software.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

5+ years of experience in legal billing, bookkeeping/accounting, law firm administration, legal operations, or a combination of these areas.

• Strong hands-on knowledge of billing, AR, AP, reconciliations, financial reporting, and law firm financial operations.

• Demonstrated expertise with legal practice management and billing platforms (e.g., Tabs3/PracticeMaster, CosmoLex, CARET Legal, Clio, ActionStep, Curo365, Aderant, SurePoint, or similar) and the ability to quickly learn unfamiliar platforms.

• Strong understanding of trust accounting requirements and legal billing/outside counsel guidelines.

• Proven ability to manage client relationships independently and handle escalated or complex issues.

• Excellent attention to detail, communication, organization, and ability to manage competing priorities across multiple clients.

• Strong Microsoft Office skills, particularly Excel. Experience with trust accounting, LEDES/e-billing, payroll, law firm financial reporting, software migrations/implementations, and/or outsourced multi-client services.