Accounts Receivable Specialist

Overview

We are seeking an experienced and detail-oriented Accounts Receivable & Billing Specialist to join our growing CPA firm. This is a key in-office role responsible for managing the firm’s billing processes, driving collections, and helping maintain consistent cash flow.

The ideal candidate is proactive, organized, and comfortable communicating with clients while balancing multiple priorities in a fast-paced professional environment.

Key Responsibilities

Billing & Invoicing

• Compile billable time and prepare accurate client invoices using QuickBooks Online (QBO)
• Review time entries for completeness and follow up internally as needed
• Ensure timely and consistent billing cycles

Accounts Receivable & Collections

• Manage A/R aging and actively follow up on outstanding invoices
• Communicate with clients regarding balances, payment status, and billing questions
• Drive collections efforts to ensure steady cash flow into the firm
• Escalate issues or risks to management as needed

Client Communication

• Respond to client billing inquiries in a professional and timely manner
• Work collaboratively with internal team members to resolve billing discrepancies
• Maintain strong client relationships while enforcing firm policies

Cash Flow & Process Management

• Monitor receivables and identify trends or problem accounts
• Assist in improving billing and collections processes
• Take ownership of keeping cash flow consistent and predictable

Administrative Support

• Assist with phones and general administrative duties during peak periods
• Support office operations as needed during tax season and other high-volume times

Qualifications

• Minimum 5+ years of Accounts Receivable and billing experience
• Strong working knowledge of QuickBooks Online (required)
• Excellent communication and customer service skills
• Strong attention to detail and organizational abilities
• Ability to manage multiple priorities and meet deadlines
• Comfortable and works well with data
• Experience in a professional services or CPA firm environment is a plus

Position Details

• Full-time, in-office position
• Standard business hours, with flexibility during peak periods
• Competitive salary based on experience

What We’re Looking For

• Someone who takes ownership, not just completes tasks
• A professional who is comfortable having direct conversations with clients regarding payments
• A problem-solver who can improve processes, not just follow them
• A team player who can step in where needed during busy times