Operations Associate
Los Angeles
Role
Total Accounting and Bookkeeping Solutions (“TAABS”) is a rapidly growing accounting solutions provider based in southern California. At TAABS, we take pride in fostering an environment that provides our team of accountants and bookkeepers with the most rewarding and impactful professional experience in the industry!
Job Responsibilities:
Client Onboarding & Offboarding
o Coordinate with new clients to get access to their banking and other relevant logins
o Set up new clients onto internal systems
o Manage client transition process
Client Operations
o Lead monthly billing review and client invoicing process
o Handle client inquiries regarding billing and client service matters
o Own staff utilization and capacity management
o Maintain project management system to ensure appropriate projects and deadlines per engagement scope
o Analyze hoc operational reports and report findings to VP of Operations
Accounts Receivable
o Manage accounts receivable process and monitor client payments
o Perform basic bookkeeping tasks with QuickBooks
o Track client AR aging and escalate issues to leadership; send payment reminders to overdue clients
Information Technology
o Field basic IT troubleshooting matters
o Serve as master admin for company systems and 3rd party software
Requirements
Trustworthy and ethical
Strong interest in technology and learning new tools
Relevant Bachelor’s degree, or equivalent combination of experience
Microsoft Suite of products, specifically experience using Excel formulas and advanced functions
Strong communication and interpersonal skills to build strong relationships with internal and external customers, and effectively communicate both orally and in writing
Problem-solving mentality and independent worker
Life-long learner who seeks opportunities for continuous professional development
Bonus Qualifications
Experience working with a billing software, including administering staff, clients, and budgets within the system
Experience with QuickBooks Desktop and QuickBooks Online
Why TAABS
TAABS is a growing company with unlimited growth opportunity and exposure to dynamic and interesting clients. At TAABS, we value hard work, strong teaming and problem-solving skills with a knack for being resourceful. We are committed to creating a team oriented and inclusive environment with flexibility and a strong work-life balance at our core.
Benefits! The total value of a career at TAABS includes hybrid work environment, healthcare insurance, vacation days & retirement plan. Comprehensive training and mentorship supporting your personal and professional development. Are you looking to make a bigger impact with a passionate team? Join us!
Please submit your resume to info@taabs.la.