Billing & AR Specialist — Training & Multi-Location CPA Firm

Capstone; Bend (OR); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

100% Employer-Paid medical, dental, v<

Generous PTO

Flexible spending account

Health savings account

Paid time off

Multiple central Oregon offices: Prine

Job summary

Capstone, a multifaceted CPA firm with 16 offices across the Pacific Northwest, is seeking a Billing Specialist to ensure accurate billing, accounts receivable, and accounts payable processes for multiple locations. You will handle client accounts, process payments, maintain vendor and client records, and serve as the primary trainer for time-entry policies and systems.

This role offers opportunities to contribute across Bend and other central Oregon offices, with comprehensive benefits and

Qualifications

• High school diploma or equivalent required.
• Minimum of 1 year of accounting experience.
• Minimum of 1 year of experience working in an office environment.
• Basic understanding of accounts receivable and billing processes.
• Proficiency in Microsoft Office applications.

Responsibilities

• Perform monthly billing activities for assigned billing partners.
• Prepare, review, and distribute tax invoices upon completion of projects and services.
• Manage accounts receivable processes for multiple office locations and entities.
• Assist in maintaining accurate receivable records by coordinating monthly transfers to accounts receivable accounts, verifying balances, and preparing detailed reports.
• Enforce established accounts receivable policies, protocols, and procedures on a monthly basis.
• Maintain and monitor the department billing email inbox and respond to client communications in a timely and professional manner.
• Research and resolve invalid, disputed, or unauthorized deductions in accordance with company procedures.
• Respond to client inquiries regarding billing, payments, and account balances.
• Ensure accuracy and integrity of payment processing and cash flow activities.
• Prepare and process scheduled payment runs, including checks, ACH, and electronic payments.
• Review and process employee expense reports and reimbursements in accordance with company policy.
• Serve as the primary trainer for new staff on time entry policies, procedures, and systems.
• Conduct time entry training during onboarding and provide refresher training as policies or systems change.
• Develop and maintain time entry training materials, quick-reference guides, and job aids.
• Review new staff time entries for accuracy, completeness, and proper chargeable and non-chargeable coding, and provide corrective coaching.
• Serve as a resource for ongoing time entry questions and elevate system issues as needed.

Skills

Accounts receivable

Billing processes

Professional communication

Microsoft Excel

Education

High school diploma or equivalent

Associate degree in Accounting or related field

Tools

QuickBooks

NetSuite

Microsoft Excel

Outlook

Job description

Capstone, a multifaceted CPA firm with 16 offices across the Pacific Northwest, is seeking a Billing Specialist to ensure accurate billing, accounts receivable, and accounts payable processes for multiple locations. You will handle client accounts, process payments, maintain vendor and client records, and serve as the primary trainer for time-entry policies and systems.

This role offers opportunities to contribute across Bend and other central Oregon offices, with comprehensive benefits and