- Prepare and follow up on invoices for new and recurring customers.
- Maintain customer and billing records across the CRM and accounting system.
- Investigate and resolve discrepancies between systems.
- Assist customers and provide W-9s, statements, and other documentation as needed.
- Gather and reconcile transaction data, maintain exemption documentation, and assist with sales tax filings.
- Collaborate with internal departments to address billing issues and invoice-related inquiries.
- Support and maintain the cash application process.
- Research sales tax requirements by state and local jurisdiction, document findings, and escalate questions for review.
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