Billing Specialist - A/R

About Us

We are a multifaceted CPA firm with 16 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have partnered with wealth advisors and estate attorneys to create Coordinated Financial Care service for our clients. 

The Job

We are looking for a Billing Specialist, focused on A/R, to add to our dynamic team of professionals in central Oregon. This position plays a critical role in ensuring the accuracy and efficiency of the billing process. This position is responsible for handling client accounts, managing accounts receivable, and addressing client billing inquiries.

Potential Duties:

• Perform monthly billing activities for assigned billing partners.
• Prepare, review, and distribute tax invoices upon completion of projects and services.
• Manage accounts receivable processes for multiple office locations and entities.
• Maintain accurate receivable records by coordinating monthly transfers to accounts receivable accounts, verifying balances, and preparing detailed reports.
• Enforce established accounts receivable policies, protocols, and procedures on a monthly basis.
• Oversee and manage the monthly accounts receivable process (SOP), including collection emails, call lists, paper invoices, and client follow-up calls.
• Maintain and monitor the department billing email inbox and respond to client communications in a timely and professional manner.
• Prepare and distribute detailed accounts receivable reports to billing partners for monthly review.
• Communicate regularly with billing partners and the Controller regarding outstanding balances, aging reports, and collection efforts.
• Research and resolve invalid, disputed, or unauthorized deductions in accordance with company procedures.
• Respond to client inquiries regarding billing, payments, and account balances.
• Ensure accuracy and integrity of payment processing and cash flow activities.
• Track and record daily time accurately, including chargeable and non-chargeable time.
• Maintain assigned task lists and complete responsibilities within established deadlines.
• Assist with account reconciliations, month-end activities, and special projects as needed.
• Maintain confidentiality of financial and client information.

Required Qualifications:

• High school diploma or equivalent required.
• Minimum of 1 year of accounting experience required.
• Minimum of 1 year of experience working in an office environment.
• Basic understanding of accounts receivable and billing processes.
• Proficiency in Microsoft Office applications, including Excel and Outlook.
• Strong written and verbal communication skills, including proper spelling, grammar, and professional business correspondence.

Preferred Education and Experience: 

• Associate degree in Accounting, Business Administration, or related field preferred.
• Experience with QuickBooks or NetSuite products is a plus.
• Knowledge of annual tax filing requirements and related billing processes.
• Experience working in a multi-location or professional services environment preferred.

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! If this sounds like what you're looking for, we welcome you to apply! Pay determined based on experience and education. 

Benefits:

• 401(k)
• 100% Employer-Paid medical, dental, vision insurance
• Generous PTO
• Flexible spending account
• Health savings account
• Paid time off
• This role can sit in one of our four central Oregon offices: Prineville, Sisters, Redmond, or Bend