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Job opening - Billing Coordinator - CPA Firm


 

Mid-size Accounting firm is seeking an experienced Billing Coordinator/Administrative Assistant to work in the Manhattan office.?

Requires previous experience in a CPA firm, Law firm, or other professional services environment.?

Experience with CCH Practice Management, a plus.

Responsibilities include:

Generating and sending invoices to clients, and meeting monthly, quarterly & annual deadlines.

Creating new accounts,? assigning billing codes, and adding client notes for contact information and billing preferences.

Communicating with the managers, as necessary.

Performing billing duties based on engagement letters and special arrangements between the firm and clients

Entering and reviewing payment entries for accuracy.

Communicating directly with clients regarding invoice/payment discrepancies.

Assisting clients with reconciling their billing & payment information with the records.

Preparing various billing reconciliations of fixed fee and other accounts.

Monitoring outstanding balances, ensuring timely collection of payments, and initiating collection efforts.

Generating various billing reports - WIP, AR Cash Receipts, AR Aging, AR Statements, etc.

Assisting with various administrative assistant responsibilities and supporting partners and managers:

¡¤??????? Providing administrative support to senior partner

¡¤??????? Acting as point of contact for the senior partner and resolving issues to ensure smooth daily operations

¡¤??????? Managing senior partner¡¯s calls, calendar, and emails; setting up conference calls and Zoom invites

¡¤??????? Coordinating managing partner¡¯s office meetings, booking and setting up conference rooms,?and greeting visitors

¡¤??????? Maintaining confidential files and handling sensitive information to ensure confidentiality

¡¤??????? Preparing correspondence including engagement letters

¡¤??????? Monitoring senior partner¡¯s timesheets and entering billable expenses

¡¤??????? Coordinating senior partner¡¯s travel arrangements

?For additional information please contact: jewishnetworkassociates@....


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