Accounts Receivable Specialist
Salt Lake City, UT | Full-time
Tanner LLP, Utah’s largest public accounting firm and one of INSIDE Public Accounting’s Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 200 firms in the US. Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah’s premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.
Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can’t be matched. We are a public accounting firm characterized by our investment in our team – Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.
The ideal candidates will have the following qualities:
Able to interact professionally and friendly with external and internal clients.
Proactive self-starter with ability to work both independently and as part of a team of professionals at all levels.
Task-oriented and high attention to detail. Demonstrates ownership and problem-solving skills.
Ability to prioritize tasks and work under tight deadlines in a fast-paced environment.
Desire to learn new skills and take on new tasks as assigned.
Strong verbal and written communication skills.
Attributes of an ideal team player, as well as high integrity and a positive attitude.
Education and Physical Requirements:
Solid bookkeeping/accounting education or equivalent work experience.
High school diploma or equivalent required.
Experience working with QuickBooks Online preferred, and experience in large ERP platforms (e.g. Financial Force / Certinia, Salesforce) desired.
Proficient in Microsoft Office Suite – primarily Outlook, Excel, and Word.
Must be able to lift up to 15 pounds at a time, walk short distances for bank deposits, and endure sitting for prolonged periods at a desk working on a computer.
Professional responsibilities will include tasks such as the following:
Interact directly with clients and deliver high quality customer service.
Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable. Generates late fees and processes write-offs as approved.
Creates invoices according to Firm practices; submits invoices to customers.
Maintains and updates customer files, including name or address changes, mergers, or mailing attentions. Completes data corrections in our ERP (Certinia) as needed, including adjusting employee timecards and project data.
First responder to all incoming emails in a shared billing inbox.
Conduct collections activities for accounts more than 30 days past due, including client outreach and follow-up. Collaborate with Managers and Partners regarding delinquent accounts and payment resolution strategies.
Generates monthly billing statements for customer accounts.
Monitor ERP system dashboards to identify and correct errors, ensuring accuracy and integrity of financial data.
Assists leadership in reconciling revenue, accounts receivable, and bank accounts each month and acts as an integral team player to ensure accounting records are closed timely and accurately each month.
Performs other related duties as assigned.
We’re sure you will tell us what you have to offer, but here is what we bring to the table:
Competitive compensation, depending on experience.
15 days of PTO your first year and paid holidays.
Excellent health, life, disability and dental insurance.
401(k) plan with guaranteed company contribution.
HSA with match.
Employee Assistance Program.
Exceptional technical resources and on the job training
Paid parking
Schedule: In office position at Salt Lake City office. Monday – Friday, 8 AM- 5 PM
Skills Required
- Solid bookkeeping or accounting education or equivalent work experience
- High school diploma or equivalent
- Professional and friendly communication with internal and external clients
- Ability to work independently and collaboratively
- Strong attention to detail, ownership, and problem-solving skills
- Ability to prioritize tasks and meet tight deadlines
- Strong verbal and written communication skills
- QuickBooks Online experience
- Experience with large ERP platforms such as Financial Force, Certinia, or Salesforce
- Proficiency in Microsoft Office Suite, especially Outlook, Excel, and Word
- Ability to lift up to 15 pounds, walk short distances for bank deposits, and sit at a desk for prolonged periods
What We Do
We’re Utah’s premier independent public accounting firm. We help best-in- class teams realize their full value by providing them with the right answers right here.
