Billing Assistant

Job Title:

Billing Assistant

Position Summary:

We are looking for a highly detail-oriented Billing Assistant to support the billing department at our tax consulting firm. The ideal candidate will have strong attention to detail, proficiency in Microsoft Suit tools, and the ability to work collaboratively with team members to ensure smooth and accurate billing processes. This is a dynamic role that will require you to manage tasks such as creating and updating invoices, assisting with Accounts Receivable (AR) management, and coordinating with the team to ensure deadlines are met.

Essential Functions:

• Assist in rolling over files from month to month, ensuring proper organization and accuracy of billing documentation.
• Create billing worksheets and maintain organized, clean records in Excel.
• Initiate the billing cycle by distributing files to the team, ensuring all necessary details are included.
• Work with billing managers to clean up, format, and finalize invoices, including proofreading for accuracy and making adjustments based on provided notes.
• Draft client facing emails once invoices are approved by Partners and managers.
• Track and provide regular updates on Accounts Receivable (AR) status, ensuring timely follow-ups and communication with relevant stakeholders.
• Conduct research on outstanding accounts and assist with follow-ups to ensure necessary information is gathered.
• Assist in updating the internal billing tracker to ensure all data is current.
• Monitor deadlines and tasks for the team, ensuring all information is accurately recorded in the appropriate billing systems.
• Add monthly time entries for client-related items as part of the billing process.

Qualifications:         

• Education: A bachelor's degree in accounting, finance, business, or a related field is preferred.
• Previous experience in billing (preferably in a law or tax consulting firm) is a plus.
• Strong proficiency in Microsoft Office Suite (Excel, Word, etc.).
• Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.
• Strong attention to detail, especially in invoice creation, data management, and documentation.
• Clear and effective communication skills, with the ability to collaborate with team members.
• Ability to maintain confidentiality and handle sensitive information professionally.
• Strong problem-solving skills and a proactive approach to tasks.