Staff Accountant I

Overview

A growing analytics-to-action platform is seeking a Staff Accountant I to support day-to-day accounts receivable, customer billing, and tax functions across multiple entities. This role collaborates closely with Sales, Customer Success, Legal, and Finance teams to ensure timely collections, accurate customer records, compliance with sales tax and VAT requirements, and integrity of accounts receivable reporting.

This position requires occasional travel to the corporate office located in Dallas-Fort Worth for team meetings, training sessions, and collaborative activities.

Responsibilities

Accounts Receivable & Collections

• Manage the collections process for all entities.
• Monitor customer aging reports and proactively follow up on past-due accounts.
• Maintain detailed collection notes and communication history within Salesforce and HubSpot.
• Prepare and distribute customer account statements.
• Respond promptly to customer billing inquiries and resolve payment issues.
• Escalate delinquent accounts to management when appropriate.
• Assist with collection agency referrals, legal support, and bad debt recommendations as needed.

Customer Support

• Manage the customer email inbox and respond to inquiries.
• Process customer onboarding forms and complete account setup in internal systems such as Scout.
• Review and respond to finance-related HubSpot tickets within established service levels.
• Coordinate with Sales and Customer Success teams to resolve customer account issues.

Tax Compliance

• Maintain customer sales tax exemption certificates in Avalara.
• Review exemption documentation for completeness and compliance.
• Prepare monthly and quarterly sales tax reconciliations.
• Assist with sales tax filings and reporting.
• Prepare VAT supporting schedules for applicable international entities.
• Collaborate with external tax advisors as required.

Account Reconciliations & Reporting

• Reconcile the accounts receivable aging report to the general ledger monthly.
• Prepare monthly bad debt reserve schedules.
• Analyze delinquent accounts and recommend reserve adjustments.
• Maintain bad debt tracking schedules and supporting documentation.
• Assist with month-end close related to accounts receivable.
• Support annual audit requests related to receivables, taxes, and customer accounts.

Process Improvement

• Recommend improvements to collection processes and customer communications.
• Assist with system implementations and process automation initiatives.
• Develop and maintain accounting procedures and documentation.

Other Responsibilities

• Assist with month-end close, year-end activities, and annual audit support as needed.

Requirements

• Bachelor's degree in Accounting or a related field.
• 1–3 years of accounting or accounts receivable experience preferred.
• Experience with ERP systems; NetSuite preferred.
• Familiarity with Salesforce, HubSpot, Avalara, or similar business applications is a plus.
• Strong understanding of accounts receivable processes.
• Basic knowledge of sales tax and VAT compliance.
• Excellent written and verbal communication skills.
• Strong analytical and reconciliation skills.
• Highly organized with exceptional attention to detail.
• Ability to prioritize multiple assignments and meet deadlines.
• Proficiency in Microsoft Excel, including pivot tables, lookups, and data analysis.
• Ability to work independently while collaborating effectively with cross-functional teams.

Preferred Qualifications

• Bilingual skills a plus, with English and Spanish preferred.

Location

• Position requires occasional travel to the corporate office in Dallas-Fort Worth, Texas, for meetings and training.