Billing Specialist

Who We Are

About Ascend

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms-from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.

We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.

About LevitZacks

LevitZacks earned a reputation for delivering high-quality tax, accounting and business advisory services to the San Diego community for the past 60 years. We are locally owned, with one office and team members located across the country. Our ratio of CPAs to total professional staff is the highest among the top 15 firms in San Diego (San Diego's Business Journal's Book of Lists 2022). Our team loves working here due to our exceptional culture. Each member of the team is valued and respected. LevitZacks listens to its team members. Exceptional client service is a team effort, and it shows our commitment to service through our commitment to our team members. Our team members are our most valuable asset. That's why at LevitZacks we are committed to a comprehensive benefit program that helps our team stay healthy, feel secure, and maintain a positive work/life balance.

The Role

As a key member of the admin team, this role will utilize a strong understanding of billing procedures to assist with the accurate and timely monthly billing process and special projects as needed. This role will initially begin in office and move to a hybrid environment based out of San Diego, CA.

Key Responsibilities

• Review and verify billing information to ensure completeness and accuracy of invoices.

• Communicate with clients to resolve billing discrepancies and issues.

• Maintain billing files and documentation while assisting in month-end activities related to billing.

• Collaborate with billing manager to ensure billing processes are efficient and effective.

• Familiarize self with special arrangements for clients and be a resource to billing professionals on how to best implement arrangements.

• Create and update client billing notes.

• Communicate effectively with billing professionals and clients to solve problems that arise during or post billing process to ensure bills are delivered timely. Escalate any issues to the Billing Manager, if necessary, clearly articulate the problem and possible solutions.

• Actively listen to issues raised by billing professionals and offer suggestions to the Billing Manager on process changes to address the issues.

• Assist/collaborate with Collections to resolve billing issues resulting in payment problems.

• Create billing schedules and account analyses as requested.

Required Qualifications

• 2+ years of billing experience

• Proficiency with Microsoft Word and Microsoft Excel

• Excellent spelling, grammar, and math skills (adding, subtracting, multiplication, division and calculating percentages.

Preferred Qualifications

• Prior experience working in public accounting

• Knowledge of CCH billing systems

• Strong organizational, attention to detail, and time management skills

• Strong ability to grasp processes and procedures, prioritize tasks, and work well under pressure

Who We Look For

A self-starter who proactively focuses on providing excellent and responsive service to clients and team members. A person with excellent oral and written communication skills. Someone who is comfortable communicating with clients to resolve billing discrepancies and issues. Someone who is able to take feedback well, interact well with others in a team environment, and work independently. A dedicated team-player, committed to producing high-quality work and maintaining LevitZacks team, health, security, and work/life balance focused culture.

What We Offer

Our firm has a clearly written opportunity path to give our team members an idea of how they can advance through our firm and what to expect at each level. We have a great working environment and a great group of team members. In 2022, LevitZacks was ranked #8 in the United States by Accounting Today as a Best Firm for Women to work for. In addition, we are proud award winners of Best Places to Work in San Diego (2011, 2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020 (#1), 2021, 2022, and 2023 and Accounting Today's Best Accounting Firms to Work For (2011, 2012, 2013, 2014, 2015, 2017 (#8), 2018 (#6), 2019 (#1), 2020 (#1), 2021(#1), 2022, and 2023 (only firm to ever receive this award 3 years in a row!). We are also ranked in CPA ration top 17 firms (2024 Book of Lists).

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO

• Medical, Dental, Vision, & Voluntary Insurance Options

• 401(k) Matching

• Discretionary Bonus

• Core Hours Allowing for Flexible Work Schedule

• Commitment to Professional Development

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information

• Resume/CV and optional cover letter upload

• Work eligibility, credentials, and compensation

• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $60,000 - $75,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.