Current Advisors
Accounting Assistant
Syracuse, NY. Posted 10 days ago
The role
The Accounting Assistant keeps client accounts current by applying payments, resolving account questions, and following up on outstanding balances. This role supports the Controller and partners with day-to-day accounting requests and projects.
What you will do
- Apply incoming payments to client invoices and prepare daily payment reports.
- Follow up on payments that cannot be matched to an account.
- Respond to client calls and emails about invoices, payments, and statements.
- Follow up on past-due balances and bring unresolved issues to the Controller or partner.
- Perform monthly billing duties for the Syracuse office.
- Review finance charges outstanding and process approved write-offs.
- Prepare and mail client statements as needed.
- Record client expenses and enter approved time and work-in-progress adjustments.
- Route vendor invoices to accounts payable and record purchases and receipts in Ramp.
- Assist the Controller and partners with special projects and general administrative support.
Required qualifications
- Associate's degree in Business/Accounting or relevant work experience
- Comfort working in Excel and learning accounting, payment, and practice management systems
- Ability to identify discrepancies
- Ability to manage daily tasks alongside monthly deadlines
- Ability to handle confidential information with care
- Clear, professional communication with clients and colleagues
- Excellent communication skills and timely follow-up with phone calls
Nice to have
- Experience in accounts receivable, billing, or accounting support
Benefits
- Health, Dental, and Vision Insurance
- Options for fully paid employee only coverage for health and dental
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Access to Becker and LinkedIn Learning
About the company
Current partners with leading accounting firms across the United States through a shared platform. Bowers Accountants & Advisors Powered by CURRENT is a member of the AICPA’s G400 and a Top 200 Firm.