FirstPurpose Tax is a rapidly growing Tax and Business Advisory firm. We focus on helping clients achieve a high-level of tax efficiency through proactive planning and strategy implementation. We work closely with internal financial planning professionals to provide additional investment, retirement, and estate planning services. This service combination as been an excellent catalyst for growth. We invite you to apply your talents, skills, and passion to our growing company.

Job Summary

· We are looking for an organized and reliable Office Administrator/Billing Manager to join our rapidly growing firm.

· You will be responsible for managing the office operations, handling the billing, invoicing, and collection process, and providing administrative support to the staff and clients.

· You will be responsible for overseeing and training other administrative staff who’s primary responsibility is organizing and processing tax return documentation.

· This is a full-time position with a competitive salary and benefits package. $50-65K Annual Salary

Job Responsibilities

· Manage the client billing and invoicing process, including preparing invoices, collecting payments, and resolving any issues or discrepancies.

· Reconcile various payment processing merchants with accounts receivable software and accounting software.

· Reconcile billable time and expenses to monthly progress invoice payments.

· Communicate with clients regarding payment of invoices.

· Manage company AR/AP including sending payment to vendors.

· Provide administrative support to the staff and clients, such as answering phone calls, emails, and inquiries, scheduling appointments.

· Assist with internal bookkeeping, and budgeting tasks, such as processing payroll, recording transactions, and preparing financial statements.

· Assist and train the admin support team in tax return data and document organization and processing.

· Oversee the and help implement best practices and procedures as it relates to tax admin/processing teams.

· Perform other duties as assigned by the management.

Job Requirements

· Associates or Bachelors degree with emphasis in accounting

· At least 2 years of experience in office administration, billing, or accounting.

· Proficient in Microsoft Office (especially excel, QuickBooks, and other relevant software.

· Technically savvy, can demonstrate the ability to learn new software and manage the use and integrations of multiple software platforms.

· Excellent communication, organizational, and problem-solving skills.

· Attention to detail, accuracy, and confidentiality.

· Ability to work independently and as part of a team.

· Flexibility and adaptability to changing priorities and deadlines.

Job Type: Full-time

Pay: $25.00 - $32.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Microsoft Office: 2 years (Preferred)
• Administrative experience: 3 years (Preferred)

Ability to Commute:

• Orem, UT 84097 (Preferred)

Work Location: In person