Founded in 1983, WilkinGuttenplan is a leading accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely-held and middle-market businesses and their owners, high-net worth individuals, 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 firm's 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. This is a hybrid position with a requirement to report to our East Brunswick office for one full day a week every Thursday. Additional days may be required during year end.
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.
- Manage and maintain AR/Collections daily.
- Assist with collections correspondence and follow up with clients.
- 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.
- Assist with processing client invoices and deposits, reviewing WIPs and generating corresponding reports/analyses.
- Other tasks as assigned.