Accounts Receivable Lead

Talley LLP • Orange, CA

2d • Onsite

About The Position

Talley LLP is seeking detail-oriented Billing & Collections Administrative Support to strengthen our billing team and ensure accurate, timely invoicing in a professional‑services environment. You will prepare invoices for consulting, advisory, and tax engagements, liaise with clients regarding billing matters, and support collections efforts. The role is 10–20 hours/week, Monday–Friday (8 a.m.–5 p.m. FT), with additional hours required during the month‑end billing close.

Requirements

• Proven experience generating invoices for a professional‑services 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 month‑end 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.
• Team‑oriented, adaptable, and client‑centric attitude.

Responsibilities

• Billing (Primary Focus)
• Independently prepare, review, and issue invoices for professional‑services engagements (consulting, tax, and advisory) using Practice CS after in‑house training.
• Verify billable hours, fixed‑fee arrangements, and retainer schedules; resolve discrepancies before release.
• Collaborate with client‑service teams and Partners to capture all billable items and ensure compliance with firm pricing policies.
• Assist with monthly invoice audits, reconciliations, and month‑end reporting.
• Uphold Talley’s 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 client‑service 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 up‑to‑date client billing records and electronic files.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed