Billing Specialist (3x Best Firm to Work for)

About the role

About LevitZacks For more than 60 years, LevitZacks has served the San Diego business community with high-quality tax, accounting, and business advisory services. We are proud of our local roots, our long-standing client relationships, and the strong technical expertise of our team. Although we have one office in San Diego, our people are located across the country, allowing us to combine the connection of a local firm with the flexibility of a modern workplace. We also have the highest ratio of CPAs to total professional staff among the top 17 firms in San Diego, according to the San Diego Business Journal's Book of Lists 2024 . What really defines LevitZacks, though, is our culture. Our team members are valued, respected, and heard. We believe exceptional client service starts with taking care of our people, and we are committed to creating an environment where team members can do meaningful work, grow professionally, and maintain a healthy work/life balance. About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. For more information, visit www.ascendtogether.com . 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.

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
• Required Qualifications
• 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)

Requirements

• 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
• Who We Look For

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