Position Title: Operations and Billing Support Administrator
Salary: $65,000 - $80,000, depending on experience
Reports To: Accounting Manager
Onsite 100%
Position Overview/Job Description: A partner of Keystone Staffing is seeking an organized Operations and Billing Support Administrator to manage our firm's internal billing workflows and daily administrative functions. In this role, you will oversee time-tracking data, generate client invoices, and support firm operations to maximize efficiency and cash flow.
Responsibilities:
- Review employee timesheets, manage Work-in-Progress (WIP) reports, and prepare draft invoices for partner approval.
- Edit billing narratives, apply write-offs or discounts, distribute final invoices to clients, and handle electronic delivery.
- Monitor accounts receivable aging reports, send payment reminders, and process credit card and ACH payments.
- Set up new client profiles in the firm management software, input engagement letter terms, and maintain accurate billing records.
- Assist with accounting support as needed, such as Accounts Payable, Account Reconciliations and Financial Analysis.
Qualifications:
- 2+ years of administrative or billing experience, preferably within a CPA firm, law firm, or a similar professional services environment.
- Advanced skills in Microsoft Excel (VLOOKUPs/XLOOKUP, pivot tables) and experience with practice management software is preferred (CCH Axcess) and other accounting software (QuickBooks or other ERP systems).
- Extreme attention to detail, strict respect for confidentiality, and strong professional communication skills.
Education Requirements: A Bachelor’s degree in Accounting, Finance, Business Administration or a related field is preferred.
Benefits:
- Comprehensive medical, dental, and vision insurance options.
- 401(k) plan with a company match.
- Generous PTO policy and paid firm holidays.
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
