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Billing Clerk

2 months ago

miami, United States KSDT CPA Full time

Position: Billing Clerk


How are we one of Forbes' Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work?

The secret sauce is that we have a fun and creative environment, zero politics, and true work-life balance. We seek highly motivated individuals who not only want real career advancement but also want to contribute to our culture and rapid growth. Our partners and knowledgeable professionals are always accessible for continuous learning and development.

#LiveYourLifeLoveYourJobKSDT


If you want to join an accounting firm with "out of the box" thinking, apply here


Location: Miami, Florida


Responsibilities:

  • Process Monthly Billing: Handle the monthly billing process for clients with recurring invoices, ensuring accuracy and timeliness.
  • Client List Management: Maintain and manage a monthly client list.
  • Daily Invoicing: Send out invoices from the ERP system daily, ensuring that all billable work is accounted for and billed appropriately.
  • Statement Management: Generate and manage client statements, ensuring all accounts are up-to-date and accurate.
  • Billing Portals Maintenance: Maintain billing portals within the ERP system, ensuring all client information is current and accurate.
  • WIP Follow-up: Collaborate with Partners and Managers to ensure appropriate Work In Progress (WIP) is being billed, addressing any issues promptly.
  • Reporting: Prepare and distribute billing reports to management, highlighting any issues or discrepancies that need attention.
  • Client Communication: Serve as a point of contact for clients regarding billing inquiries, providing excellent customer service and resolving issues efficiently.


Requirements:

  • Experience: A minimum of 2 years of experience as a billing clerk or in a general accounting role.
  • Legal and Confidentiality Adherence: Strict adherence to relevant laws and confidentiality guidelines to protect client information.
  • Technical Skills: Proficient in MS Office (especially Excel); working knowledge of general billing software packages is highly appreciated.
  • Mathematical Skills: Strong math ability to ensure accurate billing and invoicing.
  • Organizational Skills: Excellent organizational skills to manage multiple tasks and clients efficiently.
  • Communication Skills: Superior communication skills to interact effectively with clients and internal team members.
  • Education: High school diploma is required; further education in accounting or finance is a plus.


Join us at KSDT CPA and be part of a team that values innovation, growth, and work-life balance.


Apply today and take the first step towards an exciting and rewarding career with KSDT CPA


You can also send your resume to kmatos@ksdt-cpa.com