Accounts Receivable Specialist

Tanner

Salt Lake City (UT)

On-site

USD 42,000 - 65,000

Full time

6 days ago

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Benefits offered by this job

15 days PTO + holidays

Excellent health, life, disability and

Job summary

Tanner LLP in Salt Lake City, UT is seeking an Accounts Receivable Specialist to handle client payments, postings, and invoicing while maintaining customer records in Certinia ERP. You will ensure accurate data and timely cash flow, delivering high-quality service to clients.

The role requires solid bookkeeping/accounting education and MS Office proficiency, with experience in ERP systems. You will collaborate with Managers and Partners to resolve delinquent accounts and support month-end close.

Qualifications

Solid bookkeeping/accounting education or equivalent work experience.
High school diploma or equivalent required.
Experience with QuickBooks Online preferred; experience with large ERP platforms (Certinia, Salesforce) desired.
Proficient in Microsoft Office Suite – Outlook, Excel, Word.

Responsibilities

Interact directly with clients and deliver high quality customer service.
Prepare, post, verify, and record customer payments and transactions related to accounts receivable; generate late fees and process write-offs as approved.
Create invoices according to Firm practices; submit invoices to customers.
Maintain and update customer files in Certinia; adjust employee timecards and project data as needed.
Handle incoming emails in a shared billing inbox.
Conduct collections for accounts over 30 days past due; coordinate with Managers and Partners on delinquent accounts.
Generate monthly billing statements for customer accounts.
Monitor ERP dashboards to ensure data accuracy and integrity.
Assist leadership in reconciling revenue, accounts receivable, and bank accounts; support month-end close.
Perform other related duties as assigned.

Skills

Interpersonal skills

Detail oriented

Prioritization

Communication skills

Self-motivation

Integrity

Positive attitude

Education

Bookkeeping/Accounting education

High school diploma

Tools

QuickBooks Online

Certinia ERP

Salesforce

Excel

Outlook

Word

Job description

Accounts Receivable Specialist

Salt Lake City, UT | Full-time

Tanner LLP, Utah's largest public accounting firm and one of INSIDE Public Accounting's Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 200 firms in the US.Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah's premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.

Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can't be matched. We are a public accounting firm characterized by our investment in our team – Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.

The ideal candidates will have the following qualities:

Able to interact professionally and friendly with external and internal clients.

Proactive self-starter with ability to work both independently and as part of a team of professionals at all levels.

Task-oriented and high attention to detail. Demonstrates ownership and problem-solving skills.

Ability to prioritize tasks and work under tight deadlines in a fast-paced environment.

Desire to learn new skills and take on new tasks as assigned.

Strong verbal and written communication skills.

Attributes of an ideal team player, as well as high integrity and a positive attitude.

Education and Physical Requirements:

Solid bookkeeping/accounting education or equivalent work experience.

High school diploma or equivalent required.

Experience working with QuickBooks Online preferred, and experience in large ERP platforms (e.g. Financial Force / Certinia, Salesforce) desired.

Proficient in Microsoft Office Suite – primarily Outlook, Excel, and Word.

Must be able to lift up to 15 pounds at a time, walk short distances for bank deposits, and endure sitting for prolonged periods at a desk working on a computer.

Professional responsibilities will include tasks such as the following:

Interact directly with clients and deliver high quality customer service.

Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable. Generates late fees and processes write-offs as approved.

Creates invoices according to Firm practices; submits invoices to customers.

Maintains and updates customer files, including name or address changes, mergers, or mailing attentions. Completes data corrections in our ERP (Certinia) as needed, including adjusting employee timecards and project data.

First responder to all incoming emails in a shared billing inbox.

Conduct collections activities for accounts more than 30 days past due, including client outreach and follow-up. Collaborate with Managers and Partners regarding delinquent accounts and payment resolution strategies.

Generates monthly billing statements for customer accounts.

Monitor ERP system dashboards to identify and correct errors, ensuring accuracy and integrity of financial data.

Assists leadership in reconciling revenue, accounts receivable, and bank accounts each month and acts as an integral team player to ensure accounting records are closed timely and accurately each month.