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Accounting Associate Full-time

at Physician Life Care Planning, LLC in Texas (Published at 02-12-2019)

Accounting Associate

Purpose of Job

The Accounting Associate role assists the Accounting Manager with bookkeeping, clerical duties, and account management.

This role involves extensive e-mail and telephone communications with the Company?s customers, experts, and staff. The Accounting Associate is responsible for providing complex administrative support to physicians and non-physician experts. They are responsible for processing a high volume of invoicing, reconciliation and/or collections.

This individual must possess excellent organizational and problem-solving skills, with a strong customer-centric attitude.

The Accounting Associate must also be self-motivated and able to work independently and without excess direction or supervision. He/she must also possess advanced knowledge of Quick Books (or similar software) with strong attention to detail. This individual will need to be deadline-driven and possess the ability to work confidently within a high volume, fast paced environment.

Job Requirements

  • Maintain a full understanding of the Company?s retention agreements, processes and procedures
  • Input and submit a high volume of invoicing
  • Process and prepare deposits in accordance with GAAP
  • Create and setup vendor bills for timely payment
  • Maintain the accuracy and timeliness of all data entered in the Company?s General Ledger
  • Reconcile accounts receivable to ensure that payments are accounted for and properly posted
  • Verify discrepancies and resolve client billing issues utilizing customer-centric problem solving
  • Regularly perform follow-up with past due accounts
  • Produce financial reporting on a monthly, quarterly and annual basis
  • Other duties may be assigned as needed

Minimum Requirements

  • Bachelor?s Degree in Business or related field
  • 2 years? experience in Accounts Receivable
  • > 5 years? experience working in Accounting, Finance or Administration
  • Experience in completing end of year taxes
  • Experience in customer service
  • Construct professional e-mail communication
  • Detail-oriented and have a strong ability to multitask on a continuous basis
  • Manage time effectively
  • Proven problem-solving skills
  • Intermediate to advanced 10-Key skills
  • 5 years? QuickBooks or experience working with a similar software
  • Able to create and edit Microsoft Excel spreadsheets
  • Type a minimum of 50 WPM (Typing test required)

Preferred Requirements

  • Familiarity with journal entries.
  • Knowledgeable in working with income statement and balance sheet
  • Experience handling sales tax and franchise tax
  • Experience with 1099
  • Working knowledge of the processes and procedures associated with end of month closing/quarterly closing

Work Schedule

  • 5 day/40-hour work week, Mon - Fri 8:30am - 5:30pm
  • Overtime may be required as needed in accordance with end of month, end of quarter and end of year processes

Work Environment

Physician Life Care Planning, LLC is an equal opportunity employer for qualified individuals with disabilities. The Company makes reasonable accommodations where appropriate in order for a qualified individual to perform the essential functions of the job


Accounting Associate must adhere to all Federal HIPAA laws and regulations, and willing to sign a confidentiality agreement.

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