Collections Specialist - Public Accounting

Whitley Penn; Fort Worth (TX); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance (Employee)

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

Generous PTO for Non-Exempt Team

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn is seeking a Collections Coordinator in Fort Worth to join our Revenue Practice Management team. This full-time, in-office role focuses on managing client accounts, initiating collections, and resolving discrepancies while maintaining confidentiality and accuracy.

The successful candidate will have 3+ years in collections or related financial work, excellent communication skills, and proficiency in Word and Excel.

Qualifications

• 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.
• High 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.

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

Collections experience

Communication skills

MS Word & Excel

Organizational skills

Analytical skills

Independent worker

Tools

Microsoft Word

Microsoft Excel

Job description

Whitley Penn is seeking a Collections Coordinator in Fort Worth to join our Revenue Practice Management team. This full-time, in-office role focuses on managing client accounts, initiating collections, and resolving discrepancies while maintaining confidentiality and accuracy.

The successful candidate will have 3+ years in collections or related financial work, excellent communication skills, and proficiency in Word and Excel.