Billing & Tax Admin Assistant

www.mgadvisorsgrp.com

Full-Time, In-office position, no hybrid, 5 days per week, 40 hours per week

M&G Advisors Group is a highly specialized professional services CPA firm providing tax, audit, business management, mergers and acquisitions, and valuation services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.

CPA firm looking for highly motivated Billing & Tax Admin Assistant. Please submit your resume.

Main Responsibilities

• Maintain accuracy of client accounts in the CCH Axcess Tax Software
• Review employee and partner timesheets regularly for accuracy and completion
• Assist with and review client billing
• Send bi-monthly invoices to clients
• Communicate with clients regarding outstanding invoices weekly
• Follow-up on client accounts that have non-deliverable addresses.
• Keep accurate reports on client collection efforts.
• Answers incoming calls and transfers to the appropriate staff extension
• Assist with monitoring /track the tax calendar, extension process, payments, due dates
• Assist with Printing, Assembly, Workflow and Processing of Returns
• Faxing/Filing/Scanning/Organizing of Tax Documents and Folders
• Daily use of Document for creating Paperless Tax Environment and necessary update
• Use of E-file system as necessary
• Preparation of, as well as mailing out, Client Correspondence and Tax Returns
• Visit Post office when necessary
• Contacting clients as needed for information

Background & Skills

• Prefer to have prior experience working in a professional accounting or law firm.
• Strong computer skills, including solid skill in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software system
• Excellent verbal and written communication skills
• Strong organizational and follow-through skills, performing work accurately with strong attention to detail
• Ability to meet deadlines and effectively prioritize a fast-paced and varied workload
• Associate degree in accounting or finance a plus.
• 2-4 years related billing and collection experience required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

RECRUITERS DO NOT CONTACT

Pay: $27.00 - $28.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

Application Question(s):

• Are you able to commute to Agoura Hills Daily, this is not a remote position ?

Experience:

• billing or collections: 2 years (Required)

Work Location: In person