AR Clerk
Creative Financial Staffing
Accounts Receivable Clerk
Our client is seeking a detail-oriented and organized Accounts Receivable Clerk to assist their AR team with a time-sensitive, high-visibility project. The primary focus of this assignment will be gathering and validating sales tax exemption certificates, updating tracking spreadsheets, and uploading documentation into internal systems and tax portals. This role supports a large, fast-paced A/R department and requires strong accuracy, follow-through, and comfort working with multiple systems.
Responsibilities for the Accounts Receivable Clerk:
- Request and collect sales tax certificates from customers, ensuring all necessary documentation is received before the project deadline.
- Update and maintain Excel tracking sheets as certificates are completed.
- Log into the client's ERP system to review required screens for each customer record.
- Upload documents into the designated tax portal, ensuring accuracy and proper file organization.
- Work closely with the existing A/R team to stay aligned on progress and ensure deadlines are met.
Qualifications for the Accounts Receivable Clerk:
- Basic to intermediate Excel abilities, including accurate data entry and updating spreadsheets.
- Strong organizational skills and the ability to manage high-volume tasks efficiently.
- Excellent time-management skills to meet a firm project deadline (end of March).
- Professional, reliable, and comfortable working fully onsite.
Work Environment
- Business casual setting.
- Collaborative A/R team with approximately 12 onsite employees.
- Direct support from the A/R Manager throughout the project.
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