Billing Specialist

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.

This position plays a critical role in ensuring the accuracy and efficiency of the firm's billing, accounts receivable, and accounts payable processes.

The Billing Specialist is responsible for handling client accounts, processing and monitoring both incoming and outgoing payments, maintaining vendor and client records, and addressing client and vendor billing inquiries.

This position also serves as the primary trainer for new staff on time entry policies, procedures, and systems.

• 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.
• Assist in maintaining 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.
• Maintain and monitor the department billing email inbox and respond to client communications in a timely and professional manner.
• 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.