Accounting Assistant- Billing & Office Support

Accounting Assistant- Billing & Office Support (Doylestown PA)

Location: Doylestown PA (In-Office)
Salary: $
Job Type: Full-time Direct Hire

Position Summary

Core Financial Outsourcing is not your average accounting firm! We are a bookkeeping accounting tax and consulting firm located in Doylestown PA providing services both onsite and virtually for a wide variety of clients.

We are seeking a local candidate with experience in billing client onboarding and office operations to join our team. This role is client-facing requires strong communication skills excellent attention to detail and the ability to manage multiple priorities in a fast-paced environment

What Success Looks Like

• Client onboarding is completed efficiently with minimal follow-up
• Billing processes are accurate timely and well-organized
• Office operations run smoothly with strong organizational support
• Clients and team members experience responsive professional communication

Essential Functions and Responsibilities

Client Management

• Serve as a point of contact for clients providing professional and timely communication
• Assist with onboarding new clients including collecting documentation and setting up files
• Maintain organized and accurate client records and documentation
• Support client inquiries and ensure a high-quality client experience
  

Billing & Administrative Support

• Assist with billing processes including invoice generation and tracking outstanding balances
• Support collections efforts and follow up on unpaid invoices as needed
• Maintain accurate billing records and documentation
• Work closely with internal team members to ensure billing accuracy and timeliness

Office Operations

• Maintain accurate physical and digital filing systems
• Coordinate office operations supplies and general administrative needs
• Handle incoming and outgoing mail and general office correspondence
• Assist with planning and coordinating internal meetings and team events
• Prepare and organize paperwork for new employee onboarding

Education and Experience

• 24 years of administrative office support or related experience required
• Experience in a professional services environment (accounting legal consulting etc.) preferred

Required Skills/Abilities (Must-Haves)

• Strong proficiency in Microsoft Office (Excel Outlook Word)
• Experience with client-facing or customer service responsibilities
• Highly organized with strong attention to detail
• Excellent interpersonal and communication skills
• Ability to manage multiple priorities and meet deadlines
• Ability to handle confidential information with professionalism

Preferred Skills (Nice-to-Haves)

• Experience with QuickBooks Desktop and/or QuickBooks Online
• Experience with billing invoicing or collections
• Experience using Microsoft Teams or similar collaboration tools

Compensation and Benefits

• Salary range: $ commensurate with experience
• Comprehensive benefits package including medical dental and vision with employer subsidy
• Life insurance provided at no cost to the employee
• Short- and long-term disability available (employee-paid)
• 401(k) with employer match
• Paid holidays and vacation time

Work Environment

• MondayFriday 40 hours per week (in-office)
• Collaborative flexible team-oriented environment with regular team events
• Opportunities for career growth
  

Why Work Here

Our culture is best described as Flexible. We prioritize work-life balance while maintaining high standards for client service. The environment is collaborative supportive and designed to help employees succeed.