- Review time-tracking reports to ensure accuracy and completeness of time entered by professional staff.
- Follow up with consultants and clients regarding outstanding balances or missing timesheets.
- Serve as the primary contact for new engagement creation and setup.
- Create and issue invoices for all firm clients.
- Ensure billing codes are created for all newly signed Statements of Work (SOWs).
- Maintain compliance by setting up appropriate tracking for new engagements, commissions, and related documentation.
- Monitor accounts receivable and conduct timely follow-up to support collections.
- Prepare reports and assist with special projects or additional duties as assigned.
- Prioritizes work effectively and meets deadlines.
- Balances independent work with appropriate collaboration.
- Produces a consistent volume of accurate, high-quality work.
- Provides clear, well-formatted documentation.
- Demonstrates proficiency with MS Office, especially Excel.
- Leverages technology to improve workflow and accuracy.
- Builds strong internal relationships and understands firm structure and services.
- Communicates professionally with clients and colleagues.
- Communicates clearly in writing and speaking.
- Synthesizes data from multiple sources to produce accurate reports.
- Shares knowledge with team members and contributes ideas in meetings.
- Bachelor's degree preferred.
- 3+ years of experience in accounting, billing, or a back-office function (billing and A/R experience strongly preferred).
- Proficiency with MS Office Suite, especially Excel.
- Ability to communicate effectively with clients and coworkers.
- Strong analytical and decision-making skills.
- Excellent time-management and organizational abilities.
- Ability to maintain confidentiality and exercise discretion.
- Prior experience in a CPA firm is ideal but not required.
- Experience with Practice Engine or other time-tracking/billing systems is a plus.
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Billing Specialist - Richmond - Smith and Howard
Description
Billing SpecialistDo you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across the Southeast, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of the nation's top accounting firms.
If you are ready to make a career move and join a firm consistently named a "Best of the Best Firms" (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our Billing Specialist role, you will be a key contributor in the firm's operations by managing time tracking, invoicing, new engagement setup, and accounts receivable. This role requires strong attention to detail, excellent communication skills, and the ability to work effectively with internal teams and clients.
Essential Functions
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
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Billing Specialist
Part time Only for registered members Berkeley
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Billing Specialist
Only for registered members Berkeley, CA
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Billing Specialist
Only for registered members Oakland
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Billing Specialist
Only for registered members Oakland, CA
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Billing Specialist
Only for registered members Oakland, CA
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billing specialist
Only for registered members San Francisco, CA
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Billing Specialist
Only for registered members San Francisco
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Billing Specialist
Only for registered members San Francisco
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Billing Specialist
Full time Only for registered members San Francisco
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Billing Specialist
Only for registered members San Francisco
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Billing Specialist
Only for registered members San Francisco
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Billing Specialist
Only for registered members San Francisco, CA, US
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Billing Specialist
Only for registered members San Francisco, CA
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Billing Specialist
Only for registered members San Francisco
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Insurance Billing Specialist
Only for registered members Emeryville, CA
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Billing Specialist
Only for registered members San Leandro
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Billing Specialist
Only for registered members Walnut Creek, CA
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Billing Specialist
Only for registered members San Francisco
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Billing Specialist
Only for registered members San Francisco, CA
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Billing Specialist
Only for registered members San Francisco
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Billing Specialist
Full time Only for registered members Walnut Creek