Billing Specialist

Our Accounting Office in McKinney TX client is seeking a **Billing/Special Project Coordinator. **

This is a Temp to Hire opening. M-F 8am-5pm

Duties

Billing Coordination

-Invoice prep (VVIP, Mfee, Quarterly, Tax Returns)

-Monitor for billing and conduct a monthly billing meeting

-Provide Management with monthly AR reports

-Move New Client WIP to the corresponding client

-Collections/monitor AR Aging and follow up on past due

-Send statements monthly to over 30 days

-Handle client billing inquiries and resolve discrepancies

-Post monthly expanses (RightWorks, QB, etc)

-Receive tax returns in Practice, Ultra Tax, and TaxDome

-Manage Project Management in TaxDome and Practice

-Special Project Coordination and Reporting

-Assist with Annua( Engagement Letters as needed

-Assist with Software implementation as needed

-Assistant to Financial Planner

-Admin support as needed -Monitor Email and Notifications/Client Care and forward as needed

Please read what programs are being used with this job.