Accounts Receivable Specialist
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Job Location:
Orange, CA - USA
Yearly Salary:
USD 70000 - 80000
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Title:Accounts Receivable Specialist
Company: Talley LLP
Location: Orange CA (FT-Onsite-Direct Hire)
Address: 1100 Town and Country Rd Ste 1111 Orange CA 92868
About the Firm
Talley LLP and its affiliated entitiesTalley Law Group LLP (TLG) Talley Capital Group LLC (TCG) and Talley Wealth Management LLC (TWM) (collectively Talley)is a full-service financial tax legal and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors not just service providers constantly seeking innovative ways to strengthen their bottom line.
Talley LLP was founded in 1989 with the mission of helping entrepreneurial driven businesses their owners and high net worth individuals to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each clients Most Trusted Advisor (MTA) by delivering global solutions to our clients complex challenges and opportunities.
Our services include:
Audit & Assurance services including financial reporting
Tax compliance
Tax planning and proactive advice
Business consulting
Estate planning business planning M&A and tax law services delivered through TLG
Outsourced accounting controller and CFO services
M&A growth-through-acquisition and operational consulting delivered through TCG
Talley is a boutique firm with 70 U.S.-based professionals and 2030 offshore/outsourced team members. Headquartered in Orange CA the firm has grown rapidly becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability results and exceptional client service delivered by professional motivated individuals.
Company: Talley LLP
Location: Orange CA (FT-Onsite-Direct Hire)
Address: 1100 Town and Country Rd Ste 1111 Orange CA 92868
About the Firm
Talley LLP and its affiliated entitiesTalley Law Group LLP (TLG) Talley Capital Group LLC (TCG) and Talley Wealth Management LLC (TWM) (collectively Talley)is a full-service financial tax legal and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors not just service providers constantly seeking innovative ways to strengthen their bottom line.
Talley LLP was founded in 1989 with the mission of helping entrepreneurial driven businesses their owners and high net worth individuals to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each clients Most Trusted Advisor (MTA) by delivering global solutions to our clients complex challenges and opportunities.
Our services include:
Audit & Assurance services including financial reporting
Tax compliance
Tax planning and proactive advice
Business consulting
Estate planning business planning M&A and tax law services delivered through TLG
Outsourced accounting controller and CFO services
M&A growth-through-acquisition and operational consulting delivered through TCG
Talley is a boutique firm with 70 U.S.-based professionals and 2030 offshore/outsourced team members. Headquartered in Orange CA the firm has grown rapidly becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability results and exceptional client service delivered by professional motivated individuals.
Summary
Talley LLP is seeking detail-oriented Billing & Collections Administrative Support to strengthen our billing team and ensure accurate timely invoicing in a professionalservices environment. You will prepare invoices for consulting advisory and tax engagements liaise with clients regarding billing matters and support collections efforts. The role is 1020 hours/week MondayFriday (8a.m.5p.m. FT) with additional hours required during the monthend billing close.What You Will Do
Billing (Primary Focus)
- Independently prepare review and issue invoices for professionalservices engagements (consulting tax and advisory) using Practice CS after inhouse training.
- Verify billable hours fixedfee arrangements and retainer schedules; resolve discrepancies before release.
- Collaborate with clientservice teams and Partners to capture all billable items and ensure compliance with firm pricing policies.
- Assist with monthly invoice audits reconciliations and monthend reporting.
- Uphold Talleys 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 clientservice 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 uptodate client billing records and electronic files.
What You Will Bring
- Proven experience generating invoices for a professionalservices 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 monthend 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.
- Teamoriented adaptable and clientcentric attitude.
Hours & Compensation
- Standard schedule: 40 hours/week between 8a.m.5p.m. PT (MondayFriday).
- Month-end billing close: Expect additional hours during this time
- Based on experience and value.
To Apply
Submit your résumé and a brief cover letter answering:- Key career accomplishments that make you excel at professionalservices invoicing.
- Past role most similar to this job and why.
- Which aspect of this job interests you most.
- Office applications and billing platforms you are most familiar with.
Required Experience:
Manager
Key Skills
- Data Entry
- Customer Service
- Collection calls
- A/R Management
- credit memos
- Past due Account
- General Ledger Accounting
- Accounting
- CMA
- Excel
- Payment Plans
- Account Balances
- Credit Card
- Financial statement
- Special projects
About Company
Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.
