WFH Accounts Receivable & Collections Specialist

Job Overview

Our client is seeking a detail-oriented, high-volume Accounts Receivable & Collections Specialist to manage the full billing lifecycle, from invoice creation to final payment reconciliation. This critical role acts as the financial anchor for a busy firm, ensuring accurate revenue tracking, tight debt containment, and pristine cash flow.

This is a fast-paced, high-volume, client-facing environment that requires a proactive, tech-savvy professional. You must be comfortable managing multiple data systems simultaneously while confidently initiating professional collections conversations to clear stale balances.

• Monday – Friday, 8:30 AM – 5:30 PM US Eastern Time (EST), including a 1-hour unpaid break (40 hours per week)

Responsibilities

• Invoicing Infrastructure: Prepare, review, and issue recurring and project-based client invoices using CCH Axcess and QuickBooks Online in accordance with strict firm guidelines.
• Payment Processing: Securely manage, match, and record incoming payments via ACH processing platforms (JP Morgan Chase), merchant credit card terminals (SwipeSimple), and traditional checks.
• Ledger Synchronization: Ensure precise daily application of payments across a multi-system layout to maintain completely accurate, audit-ready financial records.
• Discrepancy Auditing: Promptly investigate and resolve billing errors, declined corporate credit cards, or misapplied funds through close internal team coordination.

• Aged Debtor Management: Routinely audit AR aging reports to target, track, and resolve outstanding balances or stale client accounts.
• Assertive Outreach: Execute professional, confident, and highly persuasive phone calls and email campaigns to collect stale, overdue balances.
• Client Relations: Serve as the central point of contact for all incoming billing inquiries, providing clear solutions via Microsoft Teams, phone, and email.
• Month-End Reconciliation: Balance all receivable channels, generate comprehensive collection metrics, and assist the core accounting team with the month-end close process.

• AR Footprint: 2+ years of dedicated professional experience managing high-volume billing, corporate accounts receivable, or commercial collections pipelines.
• Industry Domain: Strong preference for candidates who have worked inside an active accounting firm, CPA office, or professional services corporate structure.
• Software Fluency: Deep, hands-on operational proficiency using QuickBooks Online.
• Telephony & Eloquence: Exceptional spoken and written English communication skills, with the professional eloquence needed to confidently handle delicate payment disputes over the phone.
• Multi-System Agility: Proven capacity to work fluidly across parallel business systems (billing ledgers, payment gateways, and team chat channels) without drop-offs in data integrity.
• As part of our screening process, you must include a video recording introducing yourself and detailing the specific value, skills, and collections expertise you will bring to this high-volume role.

• Direct, practical familiarity with CCH Axcess (specifically navigating time components and running work-in-progress time reports).
• Practical experience handling JP Morgan Chase corporate banking portals and SwipeSimple payment processors.
• A natural process-improvement mindset geared toward spotting manual data bottlenecks and implementing tech-enabled efficiencies.

• Permanent work from home
• Immediate hiring timelines
• Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and required video recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.