Ilocatum - Dallas, TX
posted 2 months ago
The Accounts Receivable Coordinator position at our client’s well-established CPA and Wealth Management firm in Dallas, Texas, is a vital role that supports the financial operations of the organization. This position is responsible for managing the billing and accounts receivable processes, ensuring that all invoices are generated accurately and timely, and that client payments are recorded with precision. The firm has built a reputation for excellence since its establishment in the 1980s, serving high-net-worth individuals, families, businesses, and healthcare professionals with comprehensive services in tax, accounting, business consulting, and financial planning. In this role, the Accounts Receivable Coordinator will generate initial invoices for assigned Billing Managers and ensure the accurate processing of these invoices while accounting for all revenue. The position requires running monthly reports on Work In Progress (WIP) and Accounts Receivable (AR), collaborating with Billing Managers to establish recurring payment plans for new clients, and effectively communicating with management regarding any AR issues. The Coordinator will also be responsible for updating client accounts with any changes in payment or contact information, creating reports and balance sheets to document profits and losses, and researching and submitting invoice, credit, and refund requests when necessary. Additionally, the role involves maintaining high customer satisfaction by addressing client concerns effectively, contacting clients to address overdue invoices, performing month-end close activities and reporting, and identifying and proposing process improvements to enhance workflow and efficiency. The Accounts Receivable Coordinator will also undertake additional duties as assigned, contributing to the overall success of the firm’s financial operations.