Accounting Assistant- Billing & Office Support (Doylestown, PA)
About The Position
Core Financial Outsourcing is not your average accounting firm! We are a bookkeeping, accounting, tax, and consulting firm located in Doylestown, PA, providing services both onsite and virtually for a wide variety of clients. We are seeking a local candidate with experience in billing, client onboarding, and office operations to join our team. This role is client-facing, requires strong communication skills, excellent attention to detail, and the ability to manage multiple priorities in a fast-paced environment What Success Looks Like Client onboarding is completed efficiently with minimal follow-up Billing processes are accurate, timely, and well-organized Office operations run smoothly with strong organizational support Clients and team members experience responsive, professional communication
Requirements
- 2-4+ years of administrative, office support, or related experience required
- Strong proficiency in Microsoft Office (Excel, Outlook, Word)
- Experience with client-facing or customer service responsibilities
- Highly organized with strong attention to detail
- Excellent interpersonal and communication skills
- Ability to manage multiple priorities and meet deadlines
- Ability to handle confidential information with professionalism
Nice To Haves
- Experience in a professional services environment (accounting, legal, consulting, etc.) preferred
- Experience with QuickBooks Desktop and/or QuickBooks Online
- Experience with billing, invoicing, or collections
- Experience using Microsoft Teams or similar collaboration tools
Responsibilities
- Serve as a point of contact for clients, providing professional and timely communication
- Assist with onboarding new clients, including collecting documentation and setting up files
- Maintain organized and accurate client records and documentation
- Support client inquiries and ensure a high-quality client experience
- Assist with billing processes, including invoice generation and tracking outstanding balances
- Support collections efforts and follow up on unpaid invoices as needed
- Maintain accurate billing records and documentation
- Work closely with internal team members to ensure billing accuracy and timeliness
- Maintain accurate physical and digital filing systems
- Coordinate office operations, supplies, and general administrative needs
- Handle incoming and outgoing mail and general office correspondence
- Assist with planning and coordinating internal meetings and team events
- Prepare and organize paperwork for new employee onboarding
Benefits
- Comprehensive benefits package including medical, dental, and vision with employer subsidy
- Life insurance provided at no cost to the employee
- Short- and long-term disability available (employee-paid)
- 401(k) with employer match
- Paid holidays and vacation time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
