Accounts Receivable Associate

Overview

This role is responsible for the collection of outstanding accounts receivable and resolution of past-due client balances. The position focuses exclusively on AR collections activities, including proactive outreach to secure payment, resolve disputes, and reduce aging balances. The ideal candidate is persistent, organized, and comfortable managing a high-volume portfolio of accounts in a structured, remote environment.

Responsibilities

Accounts Receivable Monitoring

• Monitor client account balances and aging reports daily to identify accounts requiring collection action.
• Prioritize outreach based on balance age, dollar amount, and risk level.
• Track promises-to-pay and follow up promptly when commitments are missed.
• Record and reconcile incoming client payments across multiple systems to keep balance and aging reports accurate and current.
• Maintain accurate, up-to-date records of collection status for assigned accounts.

Outreach Collections

• Conduct outbound phone calls to clients with past-due balances to secure payment commitments and resolve delinquent accounts.
• Send collections emails and written correspondence following approved templates and escalation guidelines.
• Maintain a disciplined cadence of outreach (calls and emails) across an assigned portfolio of past-due accounts.
• Negotiate payment arrangements and short-term payment plans within assigned authority levels.
• Document every call, email, and client interaction in the A/R system with clear, timely notes.

Dispute & Issue Resolution

• Respond to client inquiries related to balances due, payment status, and payment history.
• Investigate and resolve billing disputes delaying payment, coordinating with internal teams as needed.
• Escalate complex disputes, non-responsive accounts, or high-risk balances to leadership in a timely manner.

Reporting & Process Support

• Prepare regular collections status updates, aging summaries, and call/email activity reports for leadership.
• Support month-end close by ensuring assigned accounts are current and properly documented.
• Identify recurring collection obstacles or process inefficiencies and recommend improvements.
• Follow standardized collections procedures, escalation paths, and internal controls.

Requirements

• 1–3 years of experience in accounts receivable collections.
• Demonstrated experience making outbound collection calls and managing a past-due account portfolio.
• Strong phone presence with confidence, professional negotiation, and communication skills.
• Working knowledge of aging schedules, payment terms, and collections best practices.
• Excellent written communication skills for client email correspondence.
• Ability to work independently in a structured, remote environment while meeting collection targets and deadlines.

Compensation & Benefits

• Generous paid time off.
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including firmwide winter break (December 24 – January 1).
• Paid parental leave (available after one year of service).
• Mentorship and career development programs.
• CPA exam support to help you succeed on the path to licensure.
• Firm-sponsored events and spontaneous team activities.
• Celebrations to mark milestones like the end of busy season and the holidays.

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

Location

Remote (structured remote environment).