What are the responsibilities and job description for the Accounts Receivable/Accounts Payable position at THE LAW OFFICES OF JORDAN F. WILCOX?
We are currently seeking a highly motivated and organized individual to join our growing team as a Accounts Receivable/Payable & Tax Prep Assistant.
- Manage payments from clients to the firm.
- Track statuses of payments and follow up on overdue payments due to the firm from clients.
- Handle the reporting of monthly/quarterly/annual revenue of the firm.
- Manage the sending out of contracts for new clients, and upgraded existing clients via DocuSign.
- Handle in person contract signings for new clients.
- Answer client contract questions in relation to onboarding of new & expiring clients.
- Coordinate the paying of the firms reoccurring expenses.
- Track the statuses of and handle communication with, active tax preparation clients & act as a liaison between the tax preparer and the customer.
- Manage the collection of documentation for purposes of tax preparation.
- Hours are 9:00 a.m. to 5:00 p.m., Monday through Friday.
Skills
- Highly professional demeanor
- High Attention to Detail
- Excellent Organizational Skills
- Efficient multi-tasking ability
- Outstanding customer service skills
- Problem solving skills
- Ability to work with a team
- Effective and compassionate communicator
- Ability to function in fast-paced environment
- Comfortable with a lot of client interaction
- Marketing/sales experience a PLUS
- Conflict resolution experience a PLUS
- The ideal candidate is proficient in:
- Microsoft Office (Outlook, Word, Publisher, Excel, PowerPoint)
- General office equipment
Job Type: Full-time
Pay: $17.00 - $19.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 2 years (Preferred)
Work Location: In person
Salary : $17 - $19