At NextGen, “Small” Business, is a BIG deal. It’s passion. It's income. It's legacy.
Our team of CPAs, MBAs and attorneys are the best and brightest minds in business who work collectively with one goal: building our clients' empire. We exist to help create and educate the NextGeneration of ultra-successful business owners by providing integrated and strategic tax, accounting, payroll and business law services.
Team NextGen consists of a diverse group of powerhouse women who are changing the face of public accounting. Our team of 18 grew from a solo practice to a full service operation that include 5 CPAs, 3 MBAs and 4 Masters in Accountancy rockstars. As we approach our 5 year anniversary of the practice, we are looking to grow our team and develop a regional presence. We invite you to authentically showcase your rockstar expertise and skills as we journey to the next level. Join Team NextGen by surrounding yourself with brilliance!
The Opportunity
At NextGen we are all about exceptional client service and this role requires someone who has a purpose and passion to foster, develop and nurture strong and trusted relationships with clients through consistently accurate job performance and timely communications. In your role, you will deliver a "WOW" experience to our elite clientele with a focus on excellent service. We are a growing practice and as the Accounting Specialist, you will independently provide billing support & payroll support to our clients, as well as billing support to our practice. Lastly, as a high-tech CPA firm, we utilize cutting-edge technology that requires someone who is a fast learner and comfortable working online and with cloud-based software. If you excel with attention to detail and great communication, then NextGen is the environment to cultivate your brilliance!
The key responsibilities:
- As Accounting Specialist, you will play a foundational role in our firm's operations and our client's services.
- Provide billing and AR services for the firm: You'll serve as the primary point of contact for all client billing and AR management. Your role will ensure clients are invoiced timely and payments are collected automatically for one-time services. You will set up recurring fee plans for on-going services, ensure any adjustments are properly reflected, and complete necessary follow-up/escalation of AR balances timely.
- Provide billing services for our clients: You'll obtain billing details from our clients and prepare invoices in Quickbooks desktop as well as submission of invoices digitally to the clients customers and their third party factoring company.
- Provide payroll support services for a portfolio of clients: You'll work closely with small business owners to obtain payroll details and enter the data needed to ensure their payroll is processed timely & accurately each period.
- The ideal candidate is comfortable providing these essential services and developing a great working relationship with our team and our clients.
- As a team member at the flagship office of NextGen in Tulsa, you may occasionally be asked to help with related work in other areas of the business. We're a fast-growing organization, so from time to time, we ask everyone to help out with projects beyond their normal range of responsibilities.
Essential skills for brilliance:
- Provide elite concierge by corresponding with clients to provide updates on requested information and address client issues or concerns
- Possess strong professional verbal and written communication that exude a professional tone and demeanor
- Oversee and maintain multiple projects with superb accuracy
- Ability to be think critically and creatively
- Exhibit solid active listening skills and showcase ability to comprehend complex information
- Possess a high level of organizational skills to manage multiple calendars and workflows
- Strong sense of urgency to triage concerns from clients and/or internal departments
- Ability to problem solve complex scenarios independently
- Work efficiently and effectively to provide additional inter-department support for the NextGen team at large.
- Nurture and maintain positive working relationships with co-workers and clients
To qualify for the role you must have
- High school diploma or equivalent; bachelor's degree preferred.
- If a bachelor's degree is obtained, 1-2 years of recent and relatable work experience required.
- If no bachelor’s degree is obtained, 5+ years of recent relatable work experience is required.
- Relevant experience includes: QuickBooks, accounts receivable, accounts payable and/or administrative skills.
- Experience in a professional service background preferred.
- Proficiency in Microsoft Office Suite.
What brilliance looks like
An exceptional professional who can deliver high class client service with a integrity and positivity and has a strong desire to grow professionally and willingness to be challenged in a fast past environment. Someone with an optimistic lens who enjoys developing and nurturing relationships with internal and external stakeholders. If you are energetic, personable and encouraging, then brilliance looks like you.
Why join Team NextGen
- Make history. Our startup is still fairly small, but we have big plans to disrupt the accounting and bookkeeping industry. This is a great opportunity to get in early at a startup that, we believe, is on its way to becoming an industry leader.
- Do work that matters. The projects you'll be working on will be critical to the success of the company and our clients.
- Grow with the firm. As our firm continues to grow, there will be many opportunities to take on new responsibilities and grow professionally.
- Work that stays fresh. You'll have a diverse portfolio of clients (depending on their size) in a broad range of industries. There will always be tons of opportunities to learn new things. Plus, given the pace of growth at our firm, we can pretty much guarantee that you'll never be bored.
Applications are only accepted online and a cover letter is required.
Job Type: Full-time on-site
Starting salary: $36,000