We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our bigg…
Skills: Bill Pay Process, Internal Accounting Controls, Invoice Generation, Customer Service, Attention To Detail
The role is responsible for owning the bill pay process and managing accounting engagements for clients. This includes verifying transaction information, generating invoices, and resolving invoice issues.
Requirements
Candidates should possess strong attention to detail and the ability to manage tight deadlines with high accuracy. Strong customer service skills and the ability to maintain confidentiality are required.
Full job description
We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our biggest asset – OUR PEOPLE!
While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)
You’ll be successful here if you are driven, self-motivated, and have a growth mindset. You take ownership of your work and deliver nothing short of high-quality results. You embrace a learning culture and take pride in your work. The opportunity for advancement is unlimited, and we’ll support you along the way.
As an Accounting Staff within our Client Accounting & Advisory Services group, you’ll be responsible for owning the bill pay process for our clients. You will work independently and as part of a team to complete accounting engagements.
Roles and Responsibilities:
Pays invoices by verifying client transaction information through firm bill pay system
Maintains client financial and data security by following internal accounting controls
Contributes to team effort by accomplishing related results as needed
Generates invoices and follows up with clients for approval
Researches and resolves invoice issues; communicates findings
Performs other duties as assigned by the Accounting Partner
Qualifications:
Strong attention to detail
Ability to manage sensitive and tight deadlines with high degree of accuracy
Follow directions from manager and work independently with minimal supervision
Strong customer service skills
Ability to keep sensitive information confidential
We offer:
Work-life balance – you decide your annual hours
Development Coach – Individual growth, career advancement, future partner potential
Generous salary and bonus program
Benefits you would expect; and more
Perks for fun, time off, and pleasant surprises
Excellent working environment with private office
Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
“Being smart, technically competent, and remarkably human are requirements.”
Taking care of your tax and assurance needs for over 70 years.
Industry
Accounting
Company size
11-50 employees
Founded
1945
Headquarters
Dublin, Ohio
LinkedIn followers
933
Whalen CPAs is a full service CPA firm located in Dublin, Ohio. Established in 1945, Whalen offers tax, accounting, audit and assurance, business valuation, and a variety of business consulting services.
Our staff members have both technical skills and industry-specific knowledge that enable us to focus on the success of our clients. Our firm’s expertise includes restaurants and other hospitality businesses, manufacturing, education and other nonprofit organizations, retail and distribution, real estate, and nursing homes and other health-related businesses.
Offices: 655 Metro Pl S, Suite 450, Dublin, Ohio 43017, US
Taking care of your tax and assurance needs for over 70 years.
Industry
Accounting
Company size
11-50 employees
Founded
1945
Headquarters
Dublin, Ohio
LinkedIn followers
933
Whalen CPAs is a full service CPA firm located in Dublin, Ohio. Established in 1945, Whalen offers tax, accounting, audit and assurance, business valuation, and a variety of business consulting services.
Our staff members have both technical skills and industry-specific knowledge that enable us to focus on the success of our clients. Our firm’s expertise includes restaurants and other hospitality businesses, manufacturing, education and other nonprofit organizations, retail and distribution, real estate, and nursing homes and other health-related businesses.
Offices: 655 Metro Pl S, Suite 450, Dublin, Ohio 43017, US