Job Description

Client Billing Specialist

Location: 100% Onsite | McKinney, TX

Schedule: Monday - Friday | 8:00 AM - 5:00 PM CST

Starting Salary: $60,000+ (Depending on Experience)

Duration: Direct Hire - Become a permanent employee from day one!

Join a Growing CPA Firm with CornerStone Professional Placement

CornerStone Professional Placement has partnered with a well-established, rapidly growing CPA firm with multiple offices throughout the DFW metroplex. We are actively seeking a Client Billing Specialist who is ready to take the next step in their career. This is a growth-oriented opportunity that will evolve with your skills and contributions.


If you have 3+ years of billing experience in a CPA firm, financial services, or bookkeeping environment, we want to hear from you! This is your chance to get your foot in the door with a reputable team committed to excellence and professional development.

Position Summary

As the Client Billing Specialist, you will play a key role in supporting the firm’s financial operations by executing accurate and timely billing for professional services. This highly collaborative position involves working with partners, managers, and team members to uphold billing integrity and outstanding client service.

Key Responsibilities

  • Prepare, review, and issue client invoices based on hourly billing, fixed fees, and retainers.
  • Partner with the client success team to validate billing entries and adhere to client guidelines.
  • Monitor and manage WIP balances, aging reports, and unbilled time to ensure timely billing cycles.
  • Generate and revise pre-bill reports for review prior to final invoicing.
  • Process invoice adjustments, including corrections, write-offs, discounts, and reclassifications.
  • Address and resolve billing-related inquiries and discrepancies with professionalism.
  • Maintain up-to-date client billing profiles, including rate structures, terms, and contacts.
  • Support month-end close by completing billing reconciliations and preparing reports.
  • Assist with collections efforts and payment tracking when needed.
  • Collaborate with accounting and the client success team to ensure compliance with internal policies and revenue recognition standards.
  • Additional duties as assigned.

Required Qualifications

  • Minimum of 3 years’ experience in client billing within a CPA firm, bookkeeping, or financial services setting.
  • Strong proficiency in Microsoft Excel and other Microsoft Office tools.
  • QuickBooks Online experience is required.

Preferred Qualifications

  • Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
  • QuickBooks certification is a significant plus.

Soft Skills & Traits

  • Detail-oriented with excellent organizational abilities.
  • High level of discretion in handling sensitive financial information.
  • Strong interpersonal and communication skills.
  • Ability to meet deadlines and manage multiple priorities in a fast-paced environment.

Ready to grow your career with a firm that values your contributions? Apply today and make your next move with confidence!

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

Apply Online