Position: Accounts Receivable & Collections Coordinator
Company: Innovative Tax & Accounting Solutions (ITAS)
Location: Savannah, GA (In-Office Preferred)
Hours: 20–30 Hours Per Week
Reports To: Operations Manager
Position Summary
Innovative Tax & Accounting Solutions (ITAS) is seeking a detail-oriented and professional Accounts Receivable & Collections Coordinator to assist with client billing, collections, payment processing, and administrative support. This position plays a critical role in maintaining healthy cash flow while providing exceptional service to our clients.
During tax season, this role will also provide administrative support to help ensure smooth operations across the firm.
Primary Responsibilities
Accounts Receivable & Collections (70%)
- Monitor and maintain accounts receivable aging reports
- Contact clients regarding outstanding balances via phone, email, and text
- Follow up on past-due invoices and payment arrangements
- Process ACH, credit card, and other client payments
- Update payment records within firm software
- Maintain accurate collection notes and client communication logs
- Resolve billing questions and coordinate with accounting staff
- Prepare weekly A/R and collections reports for management
- Assist with setting up recurring payment arrangements
- Escalate collection issues when necessary
Administrative Support (30%)
- Answer incoming phone calls and route messages appropriately
- Assist with client onboarding and document requests
- Monitor firm email inboxes and distribute client communications
- Schedule appointments and assist with calendar management
- Prepare engagement letters and client correspondence
- Assist with organizing electronic files and client records
- Support front-office operations during busy tax season
- Help with special projects as assigned
Qualifications
Required
- Previous accounts receivable, collections, or bookkeeping experience
- Strong phone and customer service skills
- Professional communication abilities
- Excellent organizational and time-management skills
- High attention to detail
- Proficiency with Microsoft Office (Outlook, Excel, Word)
- Ability to handle confidential financial information
Preferred
- Experience in a CPA firm, tax firm, or professional services environment
- Knowledge of accounting terminology
- Experience with payment processing systems
- Administrative or office support experience
Ideal Candidate
The ideal candidate is professional, organized, persistent, and comfortable having payment-related conversations with clients. They can balance firm collection efforts with excellent customer service while maintaining a positive client experience.
Compensation
- Competitive hourly pay based on experience
- Flexible schedule
- Opportunity for increased hours during tax season
- Professional growth opportunities within a growing accounting firm
Expected Outcomes
The successful candidate will:
- Reduce outstanding accounts receivable balances
- Improve collection turnaround times
- Maintain accurate billing and payment records
- Provide excellent client communication
- Support operational efficiency during tax season
Estimated Hours:
- Off-Season: 20–25 hours per week
- Tax Season (January–April): Up to 40 hours per week
This position is ideal for someone seeking a flexible part-time role with a growing accounting firm.