Billing & Collections Specialist

Description

Trout CPA, a full-service certified public accounting firm, is seeking a proactive and detail-driven Billing & Collections Specialist to take ownership of the firm’s accounts receivable and drive effective collections efforts. This role is essential to maintaining strong cash flow, reducing aged receivables, and ensuring clients have a clear, positive, and timely billing experience. The ideal candidate is confident, professional, and comfortable communicating with clients regarding balances, payment expectations, and resolution of outstanding issues.

Key Responsibilities

• Lead the collections process with a focus on reducing aged A/R and improving payment timeliness.
• Monitor A/R aging reports daily and maintain consistent follow-up with clients on past due balances.
• Communicate directly with clients regarding outstanding invoices, payment plans, and billing inquiries – always in a professional, service-oriented manner.
• Document all collection activities and update internal systems with current status and next steps.
• Escalate high-risk accounts and work closely with firm leadership to address delinquent balances.
• Collaborate with engagement teams and partners to clarify billing issues and resolve discrepancies.
• Support accurate invoice preparation and distribution to ensure timely billing.
• Post payments, reconcile accounts, and assist with monthly reporting on collections performance and A/R trends.
  
  

Requirements

• Experience in collections and/or accounts receivable management; in a CPA firm or professional services environment preferred.
• Strong communication and negotiation skills with the ability to maintain professionalism in challenging conversations.
• Highly organized with strong follow-through and the ability to manage a high-volume collections workload.
• Proficiency in Microsoft Office and familiarity with billing or practice management systems (preferred).
• Comfortable working independently, meeting deadlines, and contributing to continuous process improvements.