ACCOUNTS RECEIVABLE /ADMINISTRATIVE ASSISTANT (Carle Place)

Accounting Firm looking for an experienced billing and collection assistant to perform various accounts receivable tasks as well as client service and support staff functions.

Candidate must have good command of English language both written and verbally, organizational skills and attention to detail. Must be able to work both independently and as a team.

Computer skills needed: Quickbooks Desktop knowledge is a must as well as basic Microsoft excel skills.

Responsibilities:

Monitor list of open balances

Apply payments received to quickbooks, daily

Collect payments from clients via credit card or intuit payments

Set up new clients in our system

Generate and send, via email, or U.S. mail, invoices and statements to clients

Work to resolve any billing discrepancies or client requests for payment arrangements

Maintain calendar or repeat, scheduled payments accurately

Place accounts on “hold” as necessary to keep clients accounts up to date

Make collection calls and follow up with overdue accounts

Answer phones

Scan all incoming documents

Open, sort, scan distribute incoming mail and maintain outgoing mail log

Type letters as needed by partners and staff

Assist with the intake process of tax information and communication with clients the status of their taxes

Benefits:

This is a full-time, hourly position, M-F (flexible if needed)

When overtime is needed on critical due dates, the pay rate is time and a half

Room for growth and access to in house training