What are the responsibilities and job description for the Billing Coordinator position at Abitos PLLC?
Founded in 1998, AbitOs is a full-service accounting and advisory firm providing tax, audit, and consulting services to clients across national and international markets. We take pride in our culture of excellence, collaboration, and personalized client service. As an independent network member of Crete Professionals Alliance, we uphold the highest standards of professionalism and client care.
Position Summary:
AbitOs is seeking a Billing Coordinator to manage client billing and accounts receivable processes within our growing CPA firm. This position requires strong attention to detail, accuracy, and the ability to thrive in a deadline-driven environment. The ideal candidate has prior billing experience—preferably within a CPA or professional services firm—and is bilingual (English/Spanish).
Core Responsibilities
- Prepare, review, and process client invoices accurately and in a timely manner.
- Coordinate with engagement teams and partners to ensure billing aligns with client agreements, project milestones, and engagement letter terms.
- Review Work In Progress (WIP) daily to confirm time entry completion, identify billable items, and prepare billing worksheets for partner review.
- Monitor retainers, progress invoices, and project statuses within the firm’s ERP and document management systems.
- Perform weekly WIP reconciliations, including review of time entries and open projects to determine billable, write-off, or WIP adjustment items.
- Finalize approved billings, prepare supporting documentation, and ensure invoices and billing worksheets are filed accurately in Doc.it.
- Maintain accurate records of billing activities, adjustments, and client communications within the firm’s ERP system.
- Generate and distribute billing, A/R reports and WIP summaries for partner and management review.
- Set up recurring transactions and billing agreements (e.g., annual reports, monthly retainers) in the ERP system.
- Provide partners with requested client billing information, including WIP status, billing history, and engagement details.
- Support the accounting and administrative teams with special billing projects and year-end WIP closeouts.
Qualifications & Skills:
- Associate or Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred.
- Minimum 2 years of billing or accounts receivable experience (CPA or professional services firm strongly preferred).
- Strong proficiency in Microsoft Office (Excel, Word, Outlook, Teams).
- Experience with UltraTax, Practice CS, or similar software a plus.
- Exceptional attention to detail and strong organizational skills.
- Excellent communication and interpersonal abilities.
- Ability to manage multiple priorities and meet deadlines.
- Bilingual (English/Spanish) a plus.
- Onsite position (not remote or hybrid).
Job Type: Full-time
Pay: From $21.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Ability to Commute:
- Boca Raton, FL 33431 (Required)
Ability to Relocate:
- Boca Raton, FL 33431: Relocate before starting work (Required)
Work Location: In person
Salary : $21