Accounts Receivable Specialist: Billing & Collections Pro

Tanner LLP

Salt Lake City (UT)

On-site

USD 48,000 - 62,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation

PTO & holidays

Health insurance

401(k) plan

HSA with match

Employee Assistance Program

Parking

Job summary

Tanner LLP in Salt Lake City, UT is seeking an Accounts Receivable Specialist to join our public accounting team. In this full-time role you will manage invoices, post payments, monitor aging, and perform collections as needed while delivering excellent service to clients.

You will prepare and send invoices from Certinia/Financial Force, reconcile customer accounts, and maintain accurate files. Proficient with QuickBooks Online and MS Office is expected, with a commitment to timely month-end

Qualifications

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 – 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.

Responsibilities

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.
Performs other related duties as assigned.