Billing Specialist (3x Best Firm to Work for)

Ascend Partner FirmsSan Diego, CA
Hybrid

About The Position

As a key member of the admin team, this role will utilize a strong understanding of billing procedures to assist with the accurate and timely monthly billing process and special projects as needed. This role will initially begin in office and move to a hybrid environment based out of San Diego, CA.

Requirements

  • 2+ years of billing experience
  • Proficiency with Microsoft Word and Microsoft Excel
  • Excellent spelling, grammar, and math skills (adding, subtracting, multiplication, division and calculating percentages)

Nice To Haves

  • BA/BS degree from an accredited university
  • Prior experience working in public accounting
  • Knowledge of CCH billing systems
  • Strong organizational, attention to detail, and time management skills
  • Strong ability to grasp processes and procedures, prioritize tasks, and work well under pressure

Responsibilities

  • Review and verify billing information to ensure completeness and accuracy of invoices
  • Communicate with clients to resolve billing discrepancies and issues
  • Maintain billing files and documentation while assisting in month-end activities related to billing
  • Collaborate with billing manager to ensure billing processes are efficient and effective
  • Familiarize self with special arrangements for clients and be a resource to billing professionals on how to best implement arrangements
  • Create and update client billing notes
  • Communicate effectively with billing professionals and clients to solve problems that arise during or post billing process to ensure bills are delivered timely.
  • Escalate any issues to the Billing Manager, if necessary, clearly articulate the problem and possible solutions
  • Actively listen to issues raised by billing professionals and offer suggestions to the Billing Manager on process changes to address the issues
  • Assist/collaborate with Collections to resolve billing issues resulting in payment problems
  • Create billing schedules and account analyses as requested

Benefits

  • Flexible PTO
  • Medical, dental, and vision insurance
  • 401(k) with employer match
  • Life and disability insurance
  • Paid parking
  • Generous firm holidays
  • Continuing education support and CPA license reimbursement
  • Hybrid flexibility
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