Accounts Receivable Specialist

Billing & Accounts Receivable Associate Talley LLP – Orange, California (Full-Time, Onsite) Talley LLP is a professional services organization providing integrated tax, accounting, legal, consulting, wealth management, and business advisory solutions. 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. 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. #J-18808-Ljbffr