**Accounting Specialist**
2 months ago
We are seeking a highly motivated and detail-oriented Accounting Specialist to join our team at KSDT CPA. As a key member of our accounting department, you will be responsible for processing monthly billing, managing client lists, and ensuring accurate and timely invoicing.
Key Responsibilities- Monthly Billing Process: Handle the monthly billing process for clients with recurring invoices, ensuring accuracy and timeliness.
- Client List Management: Maintain and manage a monthly client list, ensuring all client information is up-to-date and accurate.
- 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.
- 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.
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