Accounts Receivable Coordinator

Whitley-Pen; Fort Worth (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

Generous PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn in Fort Worth, TX seeks an Accounts Receivable Coordinator to manage client accounts and drive timely collections in a fast-paced professional environment. You will initiate collection calls, resolve discrepancies, reconcile accounts, and collaborate with internal teams to reduce DSO while safeguarding client confidentiality.

This full-time, in-office role requires 3+ years' experience in AR or collections and strong Word/Excel skills.

Qualifications

• 3+ years of experience in collections, accounts receivable, or a related financial role.
• Experience in an accounting firm or professional services environment preferred.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Word and Excel.

Responsibilities

• Initiate collection calls and send written correspondence to clients regarding outstanding balances.
• Respond to client inquiries, resolve discrepancies, and reconcile accounts.
• Follow up consistently and adhere to established collection procedures to reduce DSO.
• Collaborate with internal teams and firm personnel to resolve account issues.
• Escalate collection efforts when needed to ensure timely resolution.
• Maintain the integrity of client records and client confidentiality
• Prepare and reconcile departmental reports as assigned.
• Perform other assigned tasks and duties necessary to support the department.

Skills

Accounts Receivable

Collections

Communication

Microsoft Word

Microsoft Excel

Job description

TX Fort Worth
640 Taylor St Ste 2200
Ft Worth, TX 76102, USA

TX Fort Worth
640 Taylor St Ste 2200
Ft Worth, TX 76102, USA

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Accounts Receivable Coordinator to join our team!

The Accounts Receivable Coordinator plays a key role in managing client accounts, ensuring timely collections, resolving discrepancies, while being a supportive team player. This position requires strong communication skills, attention to detail, and the ability to thrive in a fast-paced professional environment.

Whitley Penn has become one ofthe fastestgrowing public accounting firms by providingexceptional, personalizedservice that reaches far beyond traditional accounting.In addition toAudit and Taxsolutions, we offer awiderange of Advisoryand Consulting services.Weworkin collaborative teams with an emphasis onan open-door policy,entrepreneurial thinking, and awell-builtculture.At Whitley Penn, welearn, innovate, andachieveby sharing knowledge, embracingnew ideas, and working together.We’relooking for professionals who think likeowners and want to bepartof shaping a high-growth firm.

Classification: Full-time; non-exempt

Department: Revenue Practice Management

Location: Fort Worth

Office Expectations/Hours: Fully in-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Initiate collection calls and send written correspondence to clients regarding outstanding balances.
• Respond to client inquiries, resolve discrepancies, and reconcile accounts.
• Follow up consistently and adhere to established collection procedures to reduce DSO.
• Collaborate with internal teams and firm personnel to resolve account issues.
• Escalate collection efforts when needed to ensure timely resolution.
• Maintain the integrity of client records and client confidentiality
• Prepare and reconcile departmental reports as assigned.
• Perform other assigned tasks and duties necessary to support the department.

What You Need to Get Here

• 3+ years of experience in collections, accounts receivable, or a related financial role.
• Prior experience in an accounting firm or professional services environment preferred
• Strong verbal and written communication skills.
• Highly degree of efficiency in Microsoft Word and Excel
• Excellent organizational skills, attention to detail and follow-through
• Excellent analytical and research skills.
• Must have tenacity and ability to utilize resources, resolve and address client concerns
• Ability to handle situations which may require adaptation based on client response
• The ability to adapt, prioritize duties and manage multiple responsibilities in response to the demands of the day-to-day activities of the department.
• The ability to work independently as well as in a collaborative environment and communicate effectively with individuals at all levels of the organization.

Why Whitley Penn

Our total rewardsareincrediblycompetitive. We work hard and recharge so that we can be our best selves for our clients.Exploresome of our benefits below:

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4 th and year end
• Generous PTO for Non-Exempt Team Members
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

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#LI-CB1

Qualifications

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Education

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Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.