Billing Coordinator

Compensation: $75, annually + quarterly bonus opportunities

Meilinger CPA Advisors to the 1% is a high-end advisory and tax firm serving high-net-worth individuals and their closely held businesses. We deliver tailored financial guidance with an emphasis on white-glove service, discretion, and long-term strategy. Our mission is to simplify complexity for our clients, allowing them to focus on what matters most while we proactively manage their financial and compliance needs behind the scenes.

We pride ourselves on being forward-thinking, relationship-driven, and unwavering in our commitment to excellence.

As a key member of our Administrative staff, the Client Accounts Coordinator will manage a wide range of internal financial processes, including billing, accounts receivable (AR). This position is client-facing and will play a crucial role in ensuring smooth, accurate, and timely invoicing and payment collection while upholding our standard of professional service. This role requires an individual who is confident working with accounting tools and systems, particularly Monday & Harvest, and who thrives in a team-oriented, detail-focused environment.

You’ll collaborate cross-functionally with our client service and operations teams and maintain direct communication with clients regarding their financial accounts. This will be an in-office position with the option of working remotely one day per week upon eligibility.

• Manage and execute the full client billing lifecycle with accuracy and timeliness
• Process accounts receivable, including invoice creation, and reconciliations
• Communicate directly with clients regarding account balances, billing questions, payment reminders, and auto payment setup.
• Monitor outstanding balances and ensure timely collection of payments
• Use  and Harvest to track projects, billable hours, and task progress
• Using Ignition to ensure that billing invoices are being sent accurately.
• Enter and manage client billing data in financial platforms
• Support monthly, quarterly, and year-end client balance reconciliations
• Partner with internal teams to align billing and project timelines
• Refer to client engagement letters for invoicing.

• Minimum 3 years of experience in billing, AR, or financial administration
• Bachelor’s degree preferred (Accounting, Finance, or related field)
• Experience in public accounting or professional services industry preferred.
• High attention to detail and accuracy in financial documentation
• Comfortable with client communication and problem-solving
• Experience using  and Harvest, or ability to learn quickly
• Proficient in Microsoft Excel and Office Suite
• $75, annual salary with eligibility for quarterly bonuses under Meilinger’s Short-Term Incentive Plan
• 40-hour workweeks year-round—no extended tax season hours
• 20 paid time off (PTO) days annually
• 9 paid company holidays
• 401(k) plan with 3% company match
• Long-term and short-term disability coverage
• A collaborative, respectful workplace that values balance and accountability

• A motivated administrative professional with a financial mindset
• Skilled in managing client relationships with diplomacy and follow-through
• A systems thinker who embraces modern tools and technology
• Focused, reliable, and able to meet deadlines with minimal oversight
• Ability to take initiative and be intuitive in making billing decisions.
• Ready to contribute to a team that values integrity, discretion, and performance