Capstone Logistics, LLC

Capstone Logistics, LLC

Billing Specialist - A/R

Bend, Oregon

Sponsorship not specifiedDetected 27 days ago
AccountingExcelQuickBooksTaxAuditingResearchCommunicationMicrosoft OfficeAccounts PayableNetSuite

About the role

  • This position plays a critical role in ensuring the accuracy and efficiency of the billing process.
  • This position is responsible for handling client accounts, managing accounts receivable, and addressing client billing inquiries.
  • Prepare, review, and distribute tax invoices upon completion of projects and services.

Responsibilities

  • Perform monthly billing activities for assigned billing partners.
  • Maintain accurate receivable records by coordinating monthly transfers to accounts receivable accounts, verifying balances, and preparing detailed reports.
  • Oversee and manage the monthly accounts receivable process (SOP), including collection emails, call lists, paper invoices, and client follow-up calls.
  • Maintain and monitor the department billing email inbox and respond to client communications in a timely and professional manner.
  • Prepare and distribute detailed accounts receivable reports to billing partners for monthly review.
  • Communicate regularly with billing partners and the Controller regarding outstanding balances, aging reports, and collection efforts.
  • Maintain assigned task lists and complete responsibilities within established deadlines.
  • Maintain confidentiality of financial and client information.

Requirements

  • High school diploma or equivalent required.
  • Minimum of 1 year of accounting experience required.
  • Minimum of 1 year of experience working in an office environment.
  • Proficiency in Microsoft Office applications, including Excel and Outlook.

Nice to have

  • Associate degree in Accounting, Business Administration, or related field preferred.
  • Experience with QuickBooks or NetSuite products is a plus.
  • Although we take our work very seriously, we don't take ourselves too seriously.
  • This is more than just a place to get through the work day.
  • We enjoy our work and our time together!
  • If this sounds like what you're looking for, we welcome you to apply!

Compensation

  • Knowledge of annual tax filing requirements and related billing processes.

Benefits

  • 100% Employer-Paid medical, dental, vision insurance
  • Flexible spending account
  • Health savings account

Company info

  • 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.
  • We are looking for a Billing Specialist, focused on A/R, to add to our dynamic team of professionals in central Oregon. This position plays a critical role in ensuring the accuracy and efficiency of the billing process. This position is responsible for handling client accounts, managing accounts receivable, and addressing client billing inquiries.
  • Potential Duties:
  • 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.
  • We are looking for a Billing Specialist, focused on A/R, to add to our dynamic team of professionals in central Oregon.
  • Manage accounts receivable processes for multiple office locations and entities.
  • Enforce established accounts receivable policies, protocols, and procedures on a monthly basis.
  • 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.
  • Track and record daily time accurately, including chargeable and non-chargeable time.
  • Assist with account reconciliations, month-end activities, and special projects as needed.
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