Job Description

NO OUTSIDE AGENCIES, PLEASE

Would you like to be an essential part of a dynamic organization that helps our clients achieve business and financial goals? Join our thriving organization and be a part of a team that provides premier outsourced accounting and software solutions. IF THESE WORDS RESONATE WITH YOU: Client Centric. Detail Oriented. Driven. Proactive. THEN PLEASE READ ON. To be successful in our ACCOUNTS PAYABLE ASSOCIATE role, you will be an engaging, high-performer who provides continued accounts payable support to multiple clients, ensuring that their needs are met with a high degree of efficiency and effectiveness. KEEP READING IF: QUALITY, DETAILS AND FOLLOW THROUGH MATTER TO YOU. You have a proven track record for producing quality reports and documents. You stay focused and no details fall through the cracks on your watch. YOU LOVE PROVIDING EXCEPTIONAL CLIENT SERVICE. You have experience providing quality client service by telephone or email in a fast paced environment. You have professional telephone etiquette and you pride yourself on a job well done. You thrive on helping, assisting and supporting everyone around you, all the time. No task is too small for you. YOU HAVE AN AFFINITY FOR NUMBERS. You have a natural talent for finance and accounting and you enjoy tasks such as processing invoices, client bill pays, reconciliations and cash reporting. You have a genuine interest in understanding how the accounts payable function impacts a client’s overall financial portfolio. YOU ARE A SUPER COMMUNICATOR. You are able to interact well with all levels of an organization. Over the phone or by email, you can convey just about anything to anyone and help him or her feel heard & understood, every time.   JOB DUTIES AND RESPONSIBILITIES:

• Analyze invoices and expense reports for accuracy and eligibility for payment
• Ensure timely processing of vendor payments and invoices
• Assist in producing expense reports for clients
• Deliver consistent professional customer service through various channels of communication
• Work closely with clients’ Financial Advisor and Wealth Management Teams
• Manage day-to-day resolution of client service inquiries and concerns
• Contribute to the development of processes and procedures in the Family Bill Pay Division

 EDUCATION, SKILLS & EXPERIENCE:

• At least 1 year of accounts payable experience
• At least 2 years of front facing customer service experience
• Proficient computer skills working with various office equipment, computers and various programs including databases, Word, Outlook, PowerPoint, Excel, etc.
• QuickBooks experience preferred
• Banking experience a plus

ESSENTIAL REQUIREMENTS:

• Ability to manage tasks and due dates
• Proficiency in Microsoft Office Suite, including Excel and Word
• Ability to meet deadlines
• Strong attention to detail
• Excellent communicator with solid interpersonal skills
• Ability to maintain confidentiality

WORKING AT TAG: We offer a comprehensive and generous benefits package that includes:

• Competitive base salary
• Incentive plan and quarterly bonuses
• Health, dental and vision coverage
• 401(k)
• Mileage reimbursement for off-site work

In addition to the stated benefits package, TAG offers a flexible work schedule and recently rolled out a telecommuting policy. We understand that our most important part of our success depends on employees. There is an opportunity for growth at TAG with experienced mentoring, continuing education, personal development and camaraderie. 

Company Description

Founded in 1996, TAG’s mission is to help companies and individuals achieve their business and financial goals by providing an unparalleled array of customized and effective software and accounting solutions. Through our proprietary systems, TAG becomes a highly effective extension of internal client operations, ensuring timely, dependable and cost-effective results. Our Vision: To be a premier accounting solutions firm and software consulting resource, valued as an expert and trusted advisor in all the industries we serve and committed to the enrichment of both our clients and employees. Core Values: TAG stands behind our core values of Commitment, Stakeholder Enrichment and Continuous Improvement. We aim to ensure that these guiding principles flow on to our clients, team members, centers of influence and community.