Billing Clerk

at  KSDT CPA

REQUIREMENTS:

• 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.

• Process Monthly Billing: Handle the monthly billing process for clients with recurring invoices, ensuring accuracy and timeliness.
• Client List Management: Maintain and manage a monthly client list.
• 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.