Billing Clerk/Office Assistant – Offices in Shelton and Bethel

The Innovative CPA Group is one of the fastest-growing firms in Connecticut, and we are looking for a Billing Clerk/Office Assistant to join our team of 50 professionals. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients.

Essential Responsibilities:

Billing Clerk:

• Review Work in Process (WIP) Billing to determine appropriate billing cycles for clients.
• Review and investigate historical client billing to determine/propose appropriate client billing within firm guidelines.
• Review and edit staff billing entries to ensure accurate and professional billing.
• Work closely with Partners and Billing Manager to edit, finalize, and distribute client billing.
• Effectively communicate with clients on billing matters ensuring the highest quality of customer service.
• Set-up, maintain, and update client databases and portals.
• Assist with A/R and collections.
• Assist with all other day-to-day client billing functions as directed.

Office Assistant:

• Assist with reception area duties, including greeting clients/visitors and managing high call volume.
• Download, scan, copy, and organize client information and documents.
• Compile and process client mailings and email communications.
• Serve as back-up support for Partners, CPA/Accounting Staff, Practice Managers, and other Administrative Staff as needed.
• Willingness to perform any administrative task as directed.

Administrative duties will increase during tax season. The successful candidate will have an “all-hands-on-deck” mentality during the busy season with a willingness to learn and successfully perform additional administrative tasks to ensure a successful tax season.

What You’ll Bring:

• Bachelor’s Degree strongly preferred.
• 3-5 years of billing experience required. CPA firm or related client-focused billing experience a plus.
• 3-5 years of administrative duties a plus.
• Strong written, editorial, and grammatical skills required.
• Professional and effective oral communication skills and interpersonal abilities.
• Strong knowledge of IT software and cloud-based software required. Experience with CCH programs a plus.
• Knowledge of Microsoft Office programs required.
• Ability to work in a team environment.
• Ability to multi-task and effectively prioritize responsibilities.
• Demonstrated success in navigating billing challenges and developing strong client relationships.
• Integrity, accountability, and confidentiality.
• Excellent analytical, organizational skills, and attention to detail.
• Positive attitude, strong work ethic, and collaborative spirit.

What You'll Love About Us:

• Competitive compensation, commensurate with experience.
• 401(k) plan with employer match.
• Paid health insurance for Employees with dependent/spouse coverage at employee cost.
• 4 weeks of vacation/unlimited sick days.
• Onsite gym membership.
• Great work environment.
• Business casual attire.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Work from home

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Administrative: 3 years (Preferred)
• Billing: 3 years (Preferred)

Work Location: In person

Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.