Billing + Administrative Assistant

Stanfield + O'Dell PC   Tulsa, OK   Full-time     Administration / Clerical
Posted on August 31, 2020

Stanfield + O'Dell, P.C., a dynamic and progressive consulting and CPA firm in Tulsa, is currently seeking a part time, 25 hours per week/Monday through Friday, Billing + Administrative Assistant with experience in billing and collections in a professional environment. The qualified candidate will be highly organized, display a quick ability to learn, pay attention to detail and enjoy a variety of work assignments in a team culture.

Duties and Responsibilities
•Mailing statements to clients monthly
•Creating and mailing invoices for client billing daily
•Preparing weekly and monthly reports for bill managers
•Maintaining and upkeep of billing files (lifting boxes included)
•Collection of aging balances, including reminders and calls to clients

Additional Responsibilities
•Managing outgoing projects for delivery & electronic filing
•Processing, filing and acceptance of IRS extensions for deadline
Maintaining e-file forms, & handling follow up on signatures for clients
•Additional administrative support as needed

Qualifications
•Ability to establish and maintain professional working relationships with clients and staff.
•Previous experience with billing and collections
•Familiarity with tax accounting and financial concepts preferred
•Excellent interpersonal skills in handling sensitive and confidential information 
•Experience in public accounting, professional services firm or related experience
•Proficiency with Microsoft Word, Excel, Outlook and Adobe