What are the responsibilities and job description for the Billing Specialist position at Financial Planning & Tax Office?
Financial Planning & Tax Office in Houston, TX is looking for one billing specialist to join our 11 person strong team. We are located on 6872 A Hwy 6 S.. Our ideal candidate is a self-starter, ambitious, and reliable.
The Financial Planning & Tax Office is seeking a Billing Specialist/Payroll Assistant with accounting practice billing
experience to manage billing operations and assist with payroll.
Duties and Responsibilities:
Searching each financial statement for any payment inconsistencies or errors
Collaborating with customers, third party institutions and other team member to resolve billing
inconsistencies and errors
Excellent data entry and data cleaning
Capacity to keep track of numerous ongoing tasks
Creating invoices and billing materials to be sent directly to a customer
Inputting payment history, upcoming payment information or other financial data into an individual
account
Identifying financial solutions for customers who may need payment assistance
Informing customers of any missed or upcoming payment deadlines
Calculating and tracking various company financial statements
Strong sense of integrity
Organizational skills
Job Skills and Qualifications:
Medical billing or office billing is preferred
Strong communication, including written, speaking and active listening
Great customer service skills, including interpersonal skills
Good problem-solving and critical thinking skills
Knowledge of industry best practices
Organization, time management and prioritization abilities
Effective computer skills
Knowledgeable of industry-specific policies
Assist with addressing queries about payroll-related issues
Gathering and examining timesheets to ensure their validity
Assist with confirming legally-mandated and optional deductions have been processed correctly
Addressing queries about payroll-related issues
Assist with working to resolve discrepancies in payments as a matter of urgency.
Education Requirements: High School Diploma Required