Billing Coordinator

Whitley Penn, a leading CPA and Consulting firm, is looking for a Billing Coordinator to join our team. The Billing Coordinator will play a key role in processing executive billings while ensuring accuracy, timeliness, and high-quality output. The ideal candidate is a self-starter and team player who can communicate effectively with clients and professionals at all levels. This position requires strong attention to detail and the ability to thrive in a fast-paced professional environment.

How We Work

Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?

• Process executive billings accurately and meet departmental deadlines
• Reconcile billing, work-in-process (WIP), and accounts receivable
• Maintain accurate and up-to-date client records
• Draft internal and external correspondence as needed
• Support weekly and monthly reporting requirements
• Manage large projects as assigned to meet department needs
• Collaborate with team members to maintain client database
• Assist with data entry and other administrative tasks as required

How Will You Get Here?

• 3-4 years of combined billing and administrative experience
• Prior professional service billing a plus
• High degree of efficiency with Microsoft Word and Excel
• Excellent verbal and written communication skills
• Possess strong organizational skills with exceptional attention to detail and follow-through
• Strong time management skills and ability to manage multiple tasks
• Must be flexible and able to prioritize duties in response to demands of the day-to-day activities of the department
• Possess a positive attitude and outlook in a fast-paced environment
• Ability to communicate effectively with individuals at all levels of the organization
• Must be able to work independently as well as in a collaborative team environment
• Capable of maintaining strict confidentiality
• Ability to work overtime as workload requires.

Why Should You Apply?

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4th and year end
• Generous PTO for Non-Exempt Team Members
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

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