13 Aug
|
Suraj Soni And Associates
|
Bhilai
13 Aug
Suraj Soni And Associates
Bhilai
Hiring: Back Office Executive (1+ Year Experience) | CA Firm (Bhilai)
We are looking for a proactive and detail-oriented Back Office Executive to join our Chartered Accountant firm. The primary responsibility of this role is Billing & Invoicing, including preparing invoices, tracking payments, maintaining billing records, and ensuring timely payment follow-ups. In addition, the role involves client coordination, documentation management, and supporting day-to-day office and compliance operations.
The ideal candidate should have good communication skills, strong organizational abilities, and a basic understanding of finance, taxation, or accounting processes.
Key Responsibilities
Billing & Invoice Management
- Prepare invoices for GST, Income Tax, Company Registration, Trademark, ROC, and other professional services.
- Generate quotations, proforma invoices, tax invoices, receipts, and payment confirmations.
- Maintain accurate billing records and client payment history.
- Verify billing details before issuing invoices.
- Record advance payments, partial payments,
and outstanding balances.
- Share invoices with clients through email and WhatsApp.
- Maintain monthly billing reports and revenue records.
- Ensure all invoices comply with GST requirements.
Payment Follow-up & Collections
- Track pending payments and outstanding invoices.
- Follow up with clients professionally for due payments.
- Coordinate with the Accounts team for payment verification and reconciliation.
- Update payment status in billing records.
- Prepare ageing reports and pending payment summaries for management.
Client Coordination
- Communicate with clients regarding billing, payments, and required documentation.
- Guide clients on payment methods and invoice-related queries.
- Coordinate with internal departments to ensure timely service delivery after payment confirmation.
- Maintain positive and qualified client relationships.
Documentation Management
- Maintain digital and physical
📌 Office Executive (Bhilai)
🏢 Suraj Soni And Associates
📍 Bhilai