Accounting and Billing Specialist
Accounting and Billing Specialist
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USD 60000 - 70000
1 Vacancy
Job Description
This is a great opportunity to be a valued team member at the firm. You will work closely with all departments including all phases of administration and assist in facilitating the daily workflow of the firm. If you are invigorated by these exciting challenges then this could be the right opportunity for you! CJ can offer you an upward career trajectory flexibility in how and where you get your work done and meaningful relationships with clients teammates and leadership who truly care about you and your development.
Billing and Collections
- Prepare billing worksheets and process invoices
- Work closely with service teams to ensure billing reflects current engagement fees
- Monitor outstanding balances and follow-up with clients on past due accounts
- Process incoming payments via check credit card and ACH
- Apply payments appropriately to client accounts
- Regularly review AR and make collection efforts in accordance with Collections Policy
- Document client correspondence and collection efforts via detailed notes
- Monitor client payment plans to ensure they remain current according to agreed-upon terms
- Assist clients with AR questions and respond to client inquiries regarding their outstanding balance
General Accounting
- Maintain vendor records and manage payments for firm-related expenses
- Review vendor contracts and ensure timely payments and renewals
- Assist with preparation and filing of firm-level tax documents
- Support leadership with cash flow reporting
Other
- May assist upper management with various special projects as needed.
- Assisting professional staff with administrative servicing and duties as directed.
- Assist with organizing firm meetings and events.
- Other responsibilities as requested.
Backup Responsibilities
Employees in the Administrative Department support one another by covering duties during lunch breaks vacations and unexpected absences. As a result team members may occasionally be asked to assist with tasks outside their typical responsibilities.
What Skill Are You Looking For
- 3 years of experience in professional services work environment specifically an accounting firm law firm architecture firm etc.
- Associates or Bachelors degree preferred
- A professional appearance demeanor and positive attitude.
- Excellent communication skills both orally and in writing; actively listens and clearly communicates ideas and information.
- Strong communication skills and a high level of confidentiality.
- Ability to multitask stay organized and work independently with minimal supervision.
- Experienced in Microsoft Office required.
- Experienced in CCH Axcess QuickBooks Online and preferred.
- Ability to use independent judgment self-starting.
Why Should I Apply
- Career Path with Growth Opportunity
- Technical & Professional Development Plans
- Comprehensive Medical Dental and Vision Insurance
- Generous PTO
- 401(k)
- Paid Parental Leave
- CPA Exam Passing Bonus & Reimbursement for Exam Fees
- Flexible Work Arrangements
- Employee Bonuses
- Employee Referral Bonus Program
- Cell Phone Allowance
- Holiday Pay
Required Experience:
Unclear Seniority
Employment Type
Full-Time
