Billing Specialist (3x Best Firm to Work for)

Who We Are

About LevitZacks

For more than 60 years, LevitZacks has served the San Diego business community with high-quality tax, accounting, and business advisory services. We are proud of our local roots, our long-standing client relationships, and the strong technical expertise of our team.

Although we have one office in San Diego, our people are located across the country, allowing us to combine the connection of a local firm with the flexibility of a modern workplace. We also have the highest ratio of CPAs to total professional staff among the top 17 firms in San Diego, according to the San Diego Business Journal's Book of Lists 2024.

What really defines LevitZacks, though, is our culture. Our team members are valued, respected, and heard. We believe exceptional client service starts with taking care of our people, and we are committed to creating an environment where team members can do meaningful work, grow professionally, and maintain a healthy work/life balance.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

The Role

As a key member of the admin team, this role will utilize a strong understanding of billing procedures to assist with the accurate and timely monthly billing process and special projects as needed. This role will initially begin in office and move to a hybrid environment based out of San Diego, CA.

Key Responsibilities

• Review and verify billing information to ensure completeness and accuracy of invoices
• Communicate with clients to resolve billing discrepancies and issues
• Maintain billing files and documentation while assisting in month-end activities related to billing
• Collaborate with billing manager to ensure billing processes are efficient and effective
• Familiarize self with special arrangements for clients and be a resource to billing professionals on how to best implement arrangements
• Create and update client billing notes
• Communicate effectively with billing professionals and clients to solve problems that arise during or post billing process to ensure bills are delivered timely. Escalate any issues to the Billing Manager, if necessary, clearly articulate the problem and possible solutions
• Actively listen to issues raised by billing professionals and offer suggestions to the Billing Manager on process changes to address the issues
• Assist/collaborate with Collections to resolve billing issues resulting in payment problems
• Create billing schedules and account analyses as requested

Required Qualifications

• 2+ years of billing experience
• Proficiency with Microsoft Word and Microsoft Excel
• Excellent spelling, grammar, and math skills (adding, subtracting, multiplication, division and calculating percentages)

Preferred Qualifications

• BA/BS degree from an accredited university
• Prior experience working in public accounting
• Knowledge of CCH billing systems
• Strong organizational, attention to detail, and time management skills
• Strong ability to grasp processes and procedures, prioritize tasks, and work well under pressure

Who We Look For

A self-starter who proactively focuses on providing excellent and responsive service to clients and team members. A person with excellent oral and written communication skills. Someone who is comfortable communicating with clients to resolve billing discrepancies and issues. Someone who is able to take feedback well, interact well with others in a team environment, and work independently. A dedicated team-player, committed to producing high-quality work and maintaining LevitZacks team, health, security, and work/life balance focused culture.

What We Offer

Our firm has a clearly written opportunity path to give our team members an idea of how they can advance through our firm and what to expect at each level. We have a great working environment and a great group of team members. In 2022, LevitZacks was ranked #8 in the United States by Accounting Today as a Best Firm for Women to work for. In addition, we are proud award winners of Best Places to Work in San Diego (2011, 2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020 (#1), 2021, 2022, 2023, 2024, and 2025 and Accounting Today's Best Accounting Firms to Work For (2011, 2012, 2013, 2014, 2015, 2017 (#8), 2018 (#6), 2019 (#1), 2020 (#1), 2021 (#1), 2022, 2023, 2024, and 2025. We're the only firm to ever receive the #1 ranking 3 years in a row!

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, dental, and vision insurance
• 401(k) with employer match
• Life and disability insurance
• Paid parking
• Generous firm holidays
• Continuing education support and CPA license reimbursement
• Hybrid flexibility

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ....

The pay range for this role is $60,000 - $75,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.