Accounts Receivable Lead

Summary

What You Will Do

Billing (Primary Focus)

• Independently prepare, review, and issue invoices for professional‑services engagements (consulting, tax, and advisory) using Practice CS after in‑house training.
• Verify billable hours, fixed‑fee arrangements, and retainer schedules; resolve discrepancies before release.
• Collaborate with client‑service teams and Partners to capture all billable items and ensure compliance with firm pricing policies.
• Assist with monthly invoice audits, reconciliations, and month‑end reporting.
• Uphold Talley’s billing best practices and proactively identify process improvements.

Collections

• Monitor accounts receivable; follow up on outstanding invoices via email/phone.
• Negotiate payment plans when necessary and document collection activities.
• Escalate complex issues to client‑service managers or Partners.

Client Communication

• Serve as a courteous, professional point of contact for client billing inquiries.
• Provide supporting documentation promptly and coordinate internally to resolve concerns.

Data Management

• Maintain up‑to‑date client billing records and electronic files.

What You Will Bring

• Proven experience generating invoices for a professional‑services firm (e.g., accounting, law, consulting, engineering, or marketing agency).
• Working knowledge of Practice CS, QuickBooks, or comparable billing platforms.
• Reliability & initiative to meet tight deadlines, especially during month‑end close.
• Analytical mindset to spot trends and recommend improvements.
• Meticulous attention to detail and strong ethical standards for handling sensitive financial data.
• Clear, concise written and verbal communication skills.
• Team‑oriented, adaptable, and client‑centric attitude.

Hours & Compensation

• Standard schedule: 40 hours/week between 8 a.m.–5 p.m. PT (Monday–Friday).
• Month-end billing close: Expect additional hours during this time
• Based on experience and value.

To Apply

1. Key career accomplishments that make you excel at professional‑services invoicing.
2. Past role most similar to this job and why.
3. Which aspect of this job interests you most.
4. Office applications and billing platforms you are most familiar with.