Accounts Receivable Specialist - Growth, Training + PTO

Tanner LLP; Salt Lake City (UT); On-site; USD 46,000 - 64,000; Full time

Benefits offered by this job

Competitive compensation

15 days PTO

Paid holidays

Health, life, disability and dental保险

401(k) with company match

HSA with match

Employee Assistance Program

Technical resources and training

Paid parking

Job summary

Tanner LLP, Utah's largest public accounting firm, seeks an Accounts Receivable Specialist in Salt Lake City to manage client payments, invoicing, and collections. The role emphasizes accuracy, ERP data integrity, and proactive communication with clients.

The position is full-time and in-office, with strong growth potential, and a comprehensive benefits package including PTO, health and retirement options.

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 – primarily Outlook, Excel, and Word.

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.

Skills

Interpersonal skills

Proactive

Attention to detail

Deadline-driven

Team player

Communication skills

Education

Bookkeeping education

High school diploma

Tools

QuickBooks Online

Certinia (FinancialForce)

Salesforce

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Tanner LLP, Utah's largest public accounting firm, seeks an Accounts Receivable Specialist in Salt Lake City to manage client payments, invoicing, and collections. The role emphasizes accuracy, ERP data integrity, and proactive communication with clients.

The position is full-time and in-office, with strong growth potential, and a comprehensive benefits package including PTO, health and retirement options.