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Billing and Accounting Specialist

Company: CTW
Location: Roseville
Posted on: May 9, 2022

Job Description:

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

  • Billing - prepare and review client invoices
  • Prepare monthly statements
  • Receive and apply daily cash receipts
  • Prepare A/R write-offs and credit memos
  • Cross-trained to provide backup for cash receipts posting and bank deposits (RDS)
  • Respond to and research client inquiries and questions related to A/R & billing
  • Collections and follow up on past due account balances.
  • Occasional travel to make deliveries to post office, FedEx, clients, or general office errands
  • Perform light data entry duties including preparing memos and letters
  • Ensure file organization based on office protocol
  • Provide ad hoc support around the office as needed
    • Strong interpersonal, customer service, and communication skills
    • Fast learner and detail-oriented
    • Organized and task-oriented
    • Proficient in Microsoft Office Suite
    • Ability to work in a fast-paced, high pressure, deadline-driven environment
    • Self-motivated and goal-oriented
    • Execute assignments of a confidential nature
    • Ability to take direction from multiple individuals
    • Ability to work collaboratively and efficiently
    • Must be timely and reliable
    • Ability to sit and stand for extended periods of time
    • Bending, stooping, and occasionally lifting and moving up to 15 lbs. are required for general tasks such as picking up and loading kitchen supplies, organizing office supplies, moving boxes, holding client files or records, etc.
    • Availability and willingness to work extra hours and some weekends when necessary during peak tax seasons and near large deadline dates
    • Positive team player

Keywords: CTW, Roseville , Billing and Accounting Specialist, Accounting, Auditing , Roseville, California

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