Accounting and Billing Specialist

Job Description

What's the Opportunity?

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 Bachelor's 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 Bill.com – 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

Job Posted by ApplicantPro

Full-time