Billing and Client Accounts Coordinator - Hybrid

Location

East Brunswick, NJ | United States

Job description

Founded in 1983, WilkinGuttenplan (“WG”) is a leading accounting and advisory firm in New Jersey and New York City. The Firm mainly serves high-net worth individuals, closely-held and middle market businesses and their owners in a multitude of industries including real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA.

WG is currently seeking a skilled Billing and Client Accounts Coordinator to join our dynamic Billing and Finance Team. This role encompasses a diverse range of financial and non-financial responsibilities aimed at guaranteeing the firms revenue. As a vital contributor, you will actively contribute to the seamless financial functioning of our organization. Your primary duties will encompass managing the billing process, closely monitoring accounts receivable, and fostering strong relationships with clients and our internal team.

Responsibilities

• Collaborate with Finance/Billing team and Partners/Accountants to ensure accurate and timely billing and collections, including WIP balances for firm clients
• Assist with running necessary daily, weekly, and monthly reports from Time and Billing system
• Process incoming deposits for accounts receivable and generate corresponding reports on billing activity with clear and reliable data
• Receive and coordinate incoming payments and apply appropriately to client accounts
• Set up new clients and maintain all client data in Time and Billing system
• Train all new hires in Time and Billing system, including time entry, expense reimbursement and billing procedures
• Assist with staff inquires, updates and changes within Time and Billing system, including budget inputting
• Semi-monthly review and approval of employee expense reimbursement reports
• Generate monthly statements for clients
• Maintain retainer listing on new clients
• Assist with processing client invoices and deposits, reviewing WIPs and generating corresponding reports/analyses
• Assist with collections correspondence and follow up with clients
• Other tasks as assigned

Requirements

• 3-5 years of experience in Accounts Receivable is required
• Previous experience in Accounts Receivable or Accounting role within a law firm or similar accounting firm environment is a plus
• Advanced proficiency in Excel
• Experience with CCH Practice Management or other time and billing systems a plus
• Excellent project management, communication, and analytical skills
• Highly motivated self-starter with ability to multi-task and complete assignments within budgets and deadlines
• Strong organizational skills and attention to detail

Why us?

• We have a unique culture that emphasizes and values flexibility and work/life balance including hybrid work arrangements.
• Our collaborative work environment is strongly committed to your professional growth and success.
• We have a track record of ranking as a Best Place to Work NJ for the past sixteen years and have won several other awards including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and many more!
• WG offers a competitive salary and benefits package, including generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more!

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.

We believe in equal opportunity:

Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local laws

Job tags

Salary