Billing & Accounts Receivable Specialist

$60,000 - $75,000/Yr

Ilocatum - Dallas, TX

Full-time - Mid Level

Hybrid - Dallas, TX

Administrative and Support Services

About the position

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.

Responsibilities

• Generate initial invoices for assigned Billing Managers.
• Ensure accurate processing of invoices and account for all revenue.
• Record client payments into the system with precision.
• Run monthly reports on Work In Progress (WIP) and Accounts Receivable (AR).
• Collaborate with Billing Managers to establish recurring payment plans for new clients.
• Effectively communicate with management regarding AR issues.
• Update client accounts with any changes in payment or contact information.
• Create reports and balance sheets to document profits and losses.
• Research and submit invoice, credit, and refund requests when necessary.
• Promptly and accurately resolve AR inquiries from Billing Managers and clients.
• Maintain high customer satisfaction by addressing client concerns effectively.
• Contact clients to address overdue invoices.
• Perform month-end close activities and reporting.
• Identify and propose process improvements to enhance workflow and efficiency.
• Undertake additional duties as assigned.

Requirements

• Minimum of 2 years of billing and accounts receivable experience in a public accounting firm.
• Excellent customer service skills with a proactive approach.
• Demonstrated project management abilities.
• Strong organizational skills with great attention to detail.
• Effective time management skills to meet deadlines.
• Ability to handle confidential information with discretion.
• Able to thrive in a fast-paced, collaborative environment.
• Ability to maintain positive relationships with clients and colleagues.

Benefits

• Competitive compensation
• Comprehensive benefits package
• Work/life balance perks
• Hybrid work schedule (2 days in office, 3 days remote)
• Provision of necessary equipment for remote work