Overview We are seeking an experienced and detail-oriented Accounts Receivable & Billing Specialist to join our growing CPA firm. This is a key in-office role responsible for managing the firm's billing processes, driving collections, and helping maintain consistent cash flow. The ideal candidate is proactive, organized, and comfortable communicating with clients while balancing multiple priorities in a fast-paced professional environment. Key Responsibilities Billing & Invoicing Compile billable time and prepare accurate client invoices using QuickBooks Online (QBO) Review time entries for completeness and follow up internally as needed Ensure timely and consistent billing cycles Accounts Receivable & Collections Manage A/R aging and actively follow up on outstanding invoices Communicate with clients regarding balances, payment status, and billing questions Drive collections efforts to ensure steady cash flow into the firm Escalate issues or risks to management as needed Client Communication Respond to client billing inquiries in a professional and timely manner Work collaboratively with internal team members to resolve billing discrepancies Maintain strong client relationships while enforcing firm policies Cash Flow & Process Management Monitor receivables and identify trends or problem accounts Assist in improving billing and collections processes Take ownership of keeping cash flow consistent and predictable Administrative Support Assist with phones and general administrative duties during peak periods Support office operations as needed during tax season and other high-volume times Qualifications Minimum 5+ years of Accounts Receivable and billing experience Strong working knowledge of QuickBooks Online (required) Excellent communication and customer service skills Strong attention to detail and organizational abilities Ability to manage multiple priorities and meet deadlines Comfortable and works well with data Experience in a professional services or CPA firm environment is a plus Position Details Full-time, in-office position Standard business hours, with flexibility during peak periods Competitive salary based on experience What We're Looking For Someone who takes ownership, not just completes tasks A professional who is comfortable having direct conversations with clients regarding payments A problem-solver who can improve processes, not just follow them A team player who can step in where needed during busy times Employment Type: Full Time Years Experience: 5 - 10 years Salary: $43,000 - $50,000 Annual Bonus/Commission: No
Not specified in the original listing.
Not specified in the original listing.
Azer, Driscoll & DeSimone, LLC is a CPA firm focused on providing accounting and financial services. They prioritize client communication and efficient billing processes. Read More