WVC RubixCloud Client Service Specialist (Remote)

To apply for this position, please send your resume with a cover letter and salary requirements to Amy Crow at amy.crow@wvco.com

Are you a tech-savvy accountant who enjoys working from the comfort of your home? Look no further! WVC RubixCloud is looking for an energetic, organized, and detail-oriented Client Service Specialist to work on a part-time basis with the opportunity for a remote work schedule.

WVC RubixCloud is a leading provider of outsourced accounting. Backed by the power of a leading-edge accounting firm, William Vaughan Company, WVC RubixCloud offers a full package of services beyond traditional accounting. Since 2014, WVC RubixCloud has been helping businesses gain a clear and accurate financial picture by streamlining the day-to-day accounting functions through hands-on expertise. We are unlike any other outsourcing provider in that we excel in helping organizations manage their accounting function in a seamless and flexible manner. We utilize leading-edge technology to enhance data collection, reporting, and many other accounting efficiencies related to working with the cloud.

Due to our rapid growth, WVC RubixCloud client service specialists may be delegated any or all of these responsibilities upon being hired. Client service specialists’ duties can be categorized into 3 main segments: accounts payable, accounts receivable, and payroll.

A. Accounts Payable
Client service specialists will be responsible for the timely and accurate processing of client Accounts Payable transactions. The duties include:

  • Maintaining current, accurate and complete vendor file information, including current W-9 and any other application forms
  •  Preparing accurate vendor bills and other transaction information
  • Processing of vendor bills received for payment
  • Downloading and coding credit card transactions
  • Preparing draft “To-Be-Coded” reports
  • Reviewing monthly A/P ledgers for missing routine bills
  • Managing new vendor setup process

B. Accounts Receivable
Client service specialists will be responsible for supporting our clients in the areas of customer invoicing, recording of deposits, and supporting our clients with customer collections. The duties include:

  • Creating and monitoring client invoices and accounts receivable transactions
  • Posting Customer Payments
  • Downloading/entry of revenues from 3rd party applications or banks
  • Special projects as assigned

C. Payroll
Client service specialists will be responsible for the timeline and accurate processing of new hire and ongoing employee documents for clients and their staff.

  • Processes in-house payroll and downloads/files payroll returns
  • Responsible for new hire setups and communications
  • Coordinates with client to ensure support for payroll agency correspondence
  • Garnishment, benefit plan obligations and other required reporting to Accounts Payable
  • Downloads payroll transactions to general ledger

Job Requirements and Experience:

  • Possess a strong desire to learn new technology and software
  • Ability to work independently on assignments and when to escalate matters with appropriate staff
  • Detail oriented
  • Excellent verbal and written communication skills
  • Approach all matters with client focus and confidentiality
  • Strong skills in MS Office and ability to embrace technology
  • Experience within the following areas is preferred:
    • Data entry: 3 years (Preferred)
    • Customer service: 3 years (Preferred)
    • Accounting: 2 years (Preferred)
    • Accounts payable: 2 years (Preferred)
    • Payroll: 2 years (Preferred)
    • Accounts receivable: 2 years (Preferred)
    • Familiarity with any of the following Cloud based accounting systems is preferred: R365, Intacct, QuickBooks Online, Bill.com, Teamwork

Schedule: Part-time to Full-time with flexible hours

Work Location: Remote with some requirement to be in attendance at quarterly in-person meetings

Compensation: This data entry position offers a competitive hourly wage with paid training prior to the onset of assigned work. The work location is determined by the needs of the applicant, but a virtual (work from home) applicant is preferred.