Accounts Receivable at Talley Santa Ana, California

Billing & Accounts Receivable Associate

Talley LLP is seeking a highly organized and detail-oriented Billing & Accounts Receivable Associate to join our growing Finance team. This role is ideal for someone who enjoys working in a fast-paced professional services environment and takes pride in delivering accurate billing, exceptional client service, and effective collections management. You will play a critical role in supporting firm operations by ensuring invoices are prepared accurately, payments are collected timely, and clients receive a world-class experience.

Schedule: Monday-Friday, 8:00 AM - 5:00 PM (Onsite) Additional hours may be required during month-end billing cycles.

What You'll Do

Billing & Revenue Operations:

• Prepare, review, and issue invoices for tax, consulting, advisory, and professional services engagements.
• Verify billable hours, fixed-fee arrangements, retainers, and engagement terms to ensure billing accuracy.
• Collaborate with Partners and client service teams to capture all billable activity and maintain compliance with firm billing policies.
• Review and resolve billing discrepancies before invoice release.
• Assist with monthly billing audits, reconciliations, and work-in-progress (WIP) reporting.
• Support month-end revenue close processes and reporting requirements.
• Identify opportunities to streamline workflows and improve billing processes through automation and technology.

Accounts Receivable & Collections:

• Monitor outstanding receivables and proactively follow up with clients regarding unpaid invoices.
• Communicate professionally with clients via phone and email regarding account balances and payment status.
• Assist in negotiating payment arrangements when appropriate.
• Maintain detailed documentation of collection activities and account communications.
• Escalate complex collection matters to management as needed.
• Support month-end collections reporting and reconciliations.

Client Service & Relationship Management:

• Serve as a professional and responsive point of contact for client billing inquiries.
• Provide supporting documentation and resolve billing concerns promptly.
• Collaborate internally to ensure a positive client experience and timely resolution of issues.

Data & Process Management:

• Maintain accurate client billing records, contacts, and supporting documentation.
• Ensure data integrity across billing and receivable systems.
• Assist with reporting, process improvements, and operational efficiencies.

What You'll Bring

Required Qualifications:

• Experience preparing invoices and managing accounts receivable within a professional services environment such as accounting, legal, consulting, engineering, architecture, or marketing services.
• Experience with both time-and-materials and fixed-fee billing structures.
• Working knowledge of billing, time-entry, and financial reporting systems.
• Strong organizational skills and the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently while contributing to a collaborative team environment.

Preferred Qualifications:

• Experience using Practice CS or similar professional services billing software.
• Exposure to month-end close processes and reporting.
• Familiarity with AI tools and workflow automation technologies.
• Demonstrated ability to identify inefficiencies and recommend process improvements.

Why Join Talley?

Career Growth: Join a rapidly growing organization where your contributions are visible and valued.

Innovative Culture: Work alongside forward-thinking professionals who embrace technology, automation, AI, and continuous improvement.

Meaningful Impact: Play a key role in supporting the financial operations of a firm that serves dynamic entrepreneurs, closely held businesses, and high-net-worth individuals.

Compensation & Benefits:

• Competitive compensation based on experience and value brought to the organization
• Full-time, direct-hire opportunity
• Professional growth and advancement opportunities
• Exposure to multiple service lines and business operations
• Collaborative and entrepreneurial culture

How to Apply:

Please submit your résumé along with a brief cover letter addressing the following:

1. What accomplishments have made you successful in billing and accounts receivable?
2. Which previous role most closely aligns with this opportunity and why?
3. What interests you most about joining Talley LLP?
4. Which billing systems, accounting platforms, and office applications are you most experienced with?

Email your résumé to View email address on click.appcast.io We look forward to learning more about you and exploring how you can contribute to Talley LLP's continued growth and success.