Overview
Join a dynamic CPA firm as a Billing Specialist and Administrative Assistant, where your energy and attention to detail will drive efficiency and support our financial operations. In this vital role, you will manage billing processes, oversee accounts receivable and payable, and provide exceptional administrative support to ensure smooth office functions. Your proactive approach will help maintain accurate financial records, enhance client communication, and contribute to the overall success of our team. This position offers an engaging environment for those passionate about accounting, customer service, and organizational excellence.
Duties
- Prepare and process client invoices using billing software, ensuring accuracy and timeliness in accordance with GAAP (Generally Accepted Accounting Principles).
- Manage accounts receivable by tracking payments, following up on overdue accounts, and reconciling discrepancies to optimize cash flow.
- Handle accounts payable tasks, including data entry of vendor invoices, verifying charges, and processing payments efficiently.
- Support the collection process by managing collections accounts, negotiating payment arrangements, and maintaining positive client relationships.
- Assist with account reconciliation activities, ensuring all ledger entries are accurate through analysis skills and Excel data analysis techniques.
- Provide administrative support including managing correspondence, answering phones with professional phone etiquette, and organizing office documentation.
- Collaborate with team members on special projects related to public accounting practices or governmental accounting standards as needed.
Skills
- Proficiency with accounting software including QuickBooks, Sage, PeopleSoft or similar platforms; familiarity with billing software and spreadsheets is essential.
- Knowledge of GAAP standards and SOX (Sarbanes-Oxley Act) compliance requirements for financial controls.
- Excellent data entry skills with high accuracy (10 key typing) and proficiency in Excel formulas for data analysis.
- Effective customer service skills with the ability to communicate clearly with clients regarding billing inquiries or collections issues.
- Ability to perform account analysis and account reconciliation efficiently while demonstrating strong attention to detail.
- Familiarity with governmental or non-profit accounting standards is advantageous; experience in public accounting is highly valued.
- Strong organizational skills combined with the ability to multitask in a fast-paced environment; excellent phone etiquette is essential.
- Bilingual in Cantonese, Mandarin and/or Vietnamese is a plus but not required.
This role invites motivated individuals eager to develop their expertise in financial services while supporting a professional team dedicated to excellence in accounting practices. If you thrive on accuracy, enjoy problem-solving through analysis skills, and are passionate about delivering exceptional client service—this opportunity is perfect for you!
Pay: $20.00 - $24.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
Work Location: In person
