Senior Consultant

Senior Consultant

Required Skills & Experience 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/Practice Master, Cosmo Lex, CARET Legal, Clio, Action Step, Curo
365, 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.

Nice to Have Skills & Experience Experience with trust accounting, LEDES/e-billing, payroll, law firm financial reporting, software migrations/implementations, and/or outsourced multi-client services.

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.