Accounting Associate - Fee Allocation

Posted 3 Days Ago
Be an Early Applicant
Houston, TX, USA
In-Office
Junior
Professional Services • Consulting • Financial Services
The Role
The Accounting Associate will manage client invoicing, ensure exceptional client service, document interactions, and collaborate with teams on payment processing and solutions.
Summary Generated by Built In

alliantgroup, LP is currently experiencing explosive growth! As a national consulting firm focused on
being the voice to the middle market, our mission is simple: Strengthening American businesses. How do
we do this? We hire the brightest talent with the most diverse backgrounds who are passionate about
making a difference.
We are hiring for an Accounting Associate. In this professional role you will ensure that all clients
receive exceptional service throughout their engagement with our firm. This position will be responsible
for client outreach on payables and help create solutions to resolve client questions. You will be expected
to meet/exceed individual and departmental goals and objectives set forth. High performance in this role
can lead to further growth opportunities within alliantgroup.

Responsibilities

  • Contact clients to discuss outstanding invoices
  • Create organic Raving Fans by delivering an A+ client experience
  • Document client calls and action items for BDs and BD Associates
  • Create solutions for client questions/issues
  • Collaborate with Accounts Payable to process weekly invoices
  • Conduct research for issues concerning client invoicing
  • Partner with BDs and BD Associates on strategy and approach for monthly communications
  • Review, verify and code weekly invoices.
  • Protect organizations’ value by keeping information confidential
  • Foster an environment of teamwork; share ideas/suggestions to raise the bar of excellence with each client interaction

Qualifications

  • Four-year degree preferred
  • 1+ year of related client service experience
  • Meticulous attention to detail with strong organizational skills
  • Excellent communication skills and a desire to serve clients
  • Responsive team player with the ability to quickly prioritize among numerous pressing tasks
  • Proficiency in Microsoft Office with strong data entry skills

Skills Required

  • Four-year degree preferred
  • 1+ year of related client service experience
  • Meticulous attention to detail with strong organizational skills
  • Excellent communication skills and a desire to serve clients
  • Responsive team player with the ability to quickly prioritize tasks
  • Proficiency in Microsoft Office with strong data entry skills
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The Company
Houston, TX
830 Employees
Year Founded: 2002

What We Do

alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.

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