DocTract · 17 hours ago
Accounting Specialist (Billing, AR/AP)
Triangle Area
Full-time
Onsite
Senior Level
5+ years expDocTract is seeking a detail-oriented and dependable Accounting Specialist (Billing, AR/AP) with over 5 years of experience to manage day-to-day accounting operations and bookkeeping activities. The role involves handling accounts payable, accounts receivable, invoicing, collections, and maintaining accurate financial records in QuickBooks.
Software
Responsibilities
Complete customer onboarding documentation and processes
Prepare, issue, and send customer invoices
Track incoming customer payments
Apply and reconcile customer payments in QuickBooks and Stripe
Monitor accounts receivable aging
Send past-due notices and follow up on outstanding balances
Maintain accurate customer billing and payment records
Ensure correct application of sales tax on customer invoices
Track taxable and non-taxable transactions
Collect, maintain, and organize tax-exempt certificates
Assist with documentation needed for state registrations and filings
Reconcile monthly Sales Tax filings
Record vendor invoices, payments and recurring bills
Maintain vendor records and payment history
Organize and match vendor invoices and receipts for matching
Reconcile bank transactions to recorded receipts
Ensure timely and accurate payment of company expenses
Track and resolve billing discrepancies with vendors
Perform daily accounting and bookkeeping activities in QuickBooks
Enter all vendor bills and customer invoices into QuickBooks
Attach invoices and supporting documentation to each transaction
Assign expenses to appropriate general ledger accounts
Track and manage incoming vendor invoices
Assist with accounting data preparation for external accounting firm
Provide accurate financial data to leadership and external accounting firm
Support audits, reporting requests, and ad-hoc accounting projects
Collaborate with internal teams to ensure billing and financial accuracy
Maintain strong internal controls and documentation standards
Qualification
Required
5+ years of accounting, bookkeeping, or accounting operations experience
Strong, hands-on experience with QuickBooks (required)
Experience with accounts payable
Experience with accounts receivable
Experience with invoicing and collections
Experience with transactional bookkeeping
Solid understanding of general accounting principles
High attention to detail and accuracy
Strong organizational and time-management skills
Ability to manage multiple priorities and meet deadlines
Strong written and verbal communication skills
Preferred
Associate's or Bachelor's degree in Accounting or Finance
Experience in SaaS, technology, or professional services environments
Experience with subscription billing models
Familiarity with multi-state sales tax environments
Experience working alongside external accounting firms
Benefits
Health
Dental
Vision
401(k)
PTO
Company
DocTract
Providing Policy Management, Procedure Management and Contract Management on a dedicated Cloud Platform. Purpose Built for compliance.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Baird
Co-Founder
D
David Munro
Co-Founder
Recent News
GlobalFinTechSeries
2025-06-16
Company data provided by crunchbase