Billing and Accounts Receivable Associate

Talley LLP•Orange, CA

7d•Onsite

About The Position

Talley LLP is seeking a detail-oriented Billing & Accounts Receivable professional to strengthen our billing/receivables team and ensure accurate, timely invoicing in a professional-services environment. You will assist with the preparation invoices for consulting, advisory, and tax engagements, liaise with clients regarding billing matters, and support collections efforts. This is a full-time onsite position, Monday–Friday, 8:00 a.m.–5:00 p.m., with additional hours required during month-end billing close.

Requirements

Proven experience generating both time & materials and fixed fee invoices for a professional-services firm (e.g., accounting, law, consulting, engineering, or marketing agency).
Working knowledge of time entry and billing platforms and related reporting (will train on our specific program)
Reliability and initiative to meet tight deadlines, especially during month-end close.
Analytical mindset to identify trends and recommend improvements.
Exposure to AI tools and the ability to leverage AI in daily invoice and/or collections workflow.
Meticulous attention to detail and strong ethical standards when handling sensitive financial data.
Clear, concise written and verbal communication skills.
Team-oriented, adaptable, and client-centric attitude.

Responsibilities

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 and posting of invoices.
Collaborate with client-service teams and Partners to capture all billable items and ensure compliance with firm fee policies.
Assist with monthly invoice audits, reconciliations, and month-end revenue and work-in-progress (WIP) reporting.
Uphold Talley’s billing best practices and proactively identify process improvements.
Monitor accounts receivable and follow up on outstanding invoices via email and phone.
Negotiate payment plans when necessary and document collection activities.
Escalate complex issues to client-service managers or Partners.
Assist with monthly collections audits, reconciliations, and month-end reporting.
Serve as a courteous and professional point of contact for client billing inquiries.
Provide supporting documentation promptly and coordinate internally to resolve concerns.
Maintain up-to-date client billing records, contacts and electronic files.