Billing Specialist

JHM CPAs is dedicated to providing exceptional tax, accounting, and advisory services to our clients. Our mission is to ensure client satisfaction through accuracy and timely service, fostering a collaborative and supportive work environment.

The Billing Specialist is responsible for managing the billing process for JHM CPAs, ensuring accurate and timely invoicing of clients for tax, accounting, and advisory services. This role requires attention to detail, strong organizational skills, and the ability to work collaboratively with accountants and administrative staff to resolve billing issues and ensure client satisfaction.

• Prepare and Issue Invoices: Generate accurate client invoices based on hours worked, retainer agreements, or project milestones, in accordance with firm procedures and billing schedules.
• Maintain Billing Records: Keep detailed and organized records of billings, adjustments, and payments within accounting software (e.g., Quick Books and other practice management tools).
• Monitor Accounts Receivable: Track outstanding invoices, follow up with clients regarding overdue payments, and elevate delinquent accounts as necessary.
• Coordinate with Staff: Work closely with accountants and partners to verify billable hours, expenses, and proper coding of client engagements.
• Respond to Client Inquiries: Address client questions related to billing, statements, and payment options professionally and promptly.
• Process Adjustments: Apply credits, discounts, write-offs, or adjustments as approved by firm management.
• Support Month-End Closing: Assist with reconciliations and reporting as part of the monthly close process.
• Compliance and Confidentiality: Maintain confidentiality of client and firm financial information, and ensure compliance with all applicable laws and regulations.

• Associate degree or higher in Accounting, Finance, or Business Administration (preferred)
• 1–2 years’ experience in billing or accounts receivable (experience in a professional services or CPA firm a plus)
• Strong aptitude for learning and mastering new software systems.
• Strong Excel skills and familiarity with Microsoft Office Suite
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to manage multiple tasks and deadlines

Standard office hours, with some overtime during peak seasons (e.g., after tax deadlines).