Job Details
Qualifications
- Math
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- Time management
Benefits
- 401(k)
- Employee discount
- Paid sick time
- Paid time off
Job Description
Accounts Receivable/ administrative assistant
At Women in Tax, Inc, we rely on a meticulous financial system to drive business forward. Our accounts receivable department keeps that system running smoothly by managing cash influx and collecting payment from clients. We’re searching for skilled personnel to join our accounts receivable team to help process, track, and record payments in an accurate, efficient, and timely manner. The accounts receivable specialist will have both a day-to-day and ongoing impact on financial transactions, keeping us on track, on time, and on good terms with our valued clients.
Responsibilities
- Prepare invoices prior to payment.
- Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared.
- Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the accounts receivable sub-ledger.
- Monitor and collect accounts receivable by contacting clients via telephone, email, and mail.
- Support other accounting and Tax preparer team members, inventory management, and cost accounting.
- Answer phones as needed.
- Assist Front Desk as needed.
- Assist clients as needed.
Required skills and qualifications.
- Strong mathematical skills
- Understanding of basic principles of finance, accounting, and bookkeeping
- Super time management and detail orientation
- Proficiency with Microsoft Excel, Outlook, and Word.
- Ability to keep company and partner confidences.
- Bilingual preferred, Spanish-speakers are a plus.
- Experience not required, but preferred.
Job Type: Full-time
Pay: $17.00 - $20.00 per hour
Benefits:
- 401(k)
- Employee discount
- Paid sick time
- Paid time off
Physical setting:
- Office
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Weekends as needed
Ability to commute/relocate:
- Santa Barbara, CA 93109: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person