About the job Accounting Assistant- Billing & Office Support (Doylestown, PA)
Accounting Assistant- Billing & Office Support (Doylestown, PA)
Location: Doylestown, PA (In-Office)
Salary: $50,000–65,000
Job Type: Full-time, Direct Hire
Position Summary
Core Financial Outsourcing is not your average accounting firm! We are a bookkeeping, accounting, tax, and consulting firm located in Doylestown, PA, providing services both onsite and virtually for a wide variety of clients.
We are seeking a local candidate with experience in billing, client onboarding, and office operations to join our team. This role is client-facing, requires strong communication skills, excellent attention to detail, and the ability to manage multiple priorities in a fast-paced environment
What Success Looks Like
- Client onboarding is completed efficiently with minimal follow-up
- Billing processes are accurate, timely, and well-organized
- Office operations run smoothly with strong organizational support
- Clients and team members experience responsive, professional communication
Essential Functions and Responsibilities
Client Management
- Serve as a point of contact for clients, providing professional and timely communication
- Assist with onboarding new clients, including collecting documentation and setting up files
- Maintain organized and accurate client records and documentation
- Support client inquiries and ensure a high-quality client experience
Billing & Administrative Support
- Assist with billing processes, including invoice generation and tracking outstanding balances
- Support collections efforts and follow up on unpaid invoices as needed
- Maintain accurate billing records and documentation
- Work closely with internal team members to ensure billing accuracy and timeliness
Office Operations
- Maintain accurate physical and digital filing systems
- Coordinate office operations, supplies, and general administrative needs
- Handle incoming and outgoing mail and general office correspondence
- Assist with planning and coordinating internal meetings and team events
- Prepare and organize paperwork for new employee onboarding
Education and Experience
- 2–4+ years of administrative, office support, or related experience required
- Experience in a professional services environment (accounting, legal, consulting, etc.) preferred
Required Skills/Abilities (Must-Haves)
- Strong proficiency in Microsoft Office (Excel, Outlook, Word)
- Experience with client-facing or customer service responsibilities
- Highly organized with strong attention to detail
- Excellent interpersonal and communication skills
- Ability to manage multiple priorities and meet deadlines
- Ability to handle confidential information with professionalism
Preferred Skills (Nice-to-Haves)
- Experience with QuickBooks Desktop and/or QuickBooks Online
- Experience with billing, invoicing, or collections
- Experience using Microsoft Teams or similar collaboration tools
Compensation and Benefits
- Salary range: $50,000–65,000, commensurate with experience
- Comprehensive benefits package including medical, dental, and vision with employer subsidy
- Life insurance provided at no cost to the employee
- Short- and long-term disability available (employee-paid)
- 401(k) with employer match
- Paid holidays and vacation time
Work Environment
- Monday–Friday, 40 hours per week (in-office)
- Collaborative, flexible, team-oriented environment with regular team events
- Opportunities for career growth
Why Work Here?
Our culture is best described as Flexible. We prioritize work-life balance while maintaining high standards for client service. The environment is collaborative, supportive, and designed to help employees succeed.