Billing & AR Coordinator

Sorren • Houston, TX

2d

About The Position

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Requirements

• Bachelor's degree in Business or Accounting
• Experience with CCH Axcess and Aiwyn
• Prior experience with billing and AR collections
• Intermediate to advanced Microsoft Excel experience

Responsibilities

• Coordinate billing preparation and processing
• Monitor billing status and follow up on outstanding billings
• Prepare billing reports and dashboards
• Support billing deadlines and production goals
• Assist partners with billing-related inquiries
• Serve as liaison with National Billing Team and offshore billing support
• Manage collection activities and AR follow-up
• Monitor aging reports
• Contact clients regarding outstanding invoices
• Document collection efforts and commitments
• Escalate collection concerns when appropriate
• Respond to client billing and payment inquiries
• Coordinate payment posting activities
• Work with offshore payment posting resources
• Research unapplied and undistributed payments
• Resolve payment discrepancies
• Coordinate refunds and payment adjustments when needed
• AR reporting
• Collection reporting
• WIP and billing status reporting
• Cash collections tracking
• Partner billing and collection summaries
• Respond to billing questions
• Provide copies of invoices and statements
• Coordinate payment-related communications
• Support client payment portal inquiries

Benefits

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level