Accounts Receivable Lead at Talley LLP

Orange, California, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

80000.0

Posted On

16 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Invoicing, Billing, Collections, Accounts Receivable, Practice CS, QuickBooks, Data Management, Client Communication, Audit, Reconciliation, Analytical Mindset, Attention To Detail, Financial Data Handling

Industry

Accounting

Description

Title: Accounts Receivable Lead Company: Talley LLP Location: Orange, CA (FT-Onsite-Direct Hire) Address: 1100 Town and Country Rd Ste 1111, Orange, CA 92868 About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurial driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: Audit & Assurance services, including financial reporting Tax compliance, Tax planning, and proactive advice Business consulting Estate planning, business planning, M&A, and tax law services delivered through TLG Outsourced accounting, controller and CFO services M&A, growth-through-acquisition, and operational consulting delivered through TCG Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals. Summary Talley LLP is seeking detail-oriented Billing & Collections Administrative Support to strengthen our billing team and ensure accurate, timely invoicing in a professional‑services environment. You will prepare invoices for consulting, advisory, and tax engagements, liaise with clients regarding billing matters, and support collections efforts. The role is 10–20 hours/week, Monday–Friday (8 a.m.–5 p.m. FT), with additional hours required during the month‑end billing close. What You Will Do Billing (Primary Focus) Independently prepare, review, and issue invoices for professional‑services engagements (consulting, tax, and advisory) using Practice CS after in‑house training. Verify billable hours, fixed‑fee arrangements, and retainer schedules; resolve discrepancies before release. Collaborate with client‑service teams and Partners to capture all billable items and ensure compliance with firm pricing policies. Assist with monthly invoice audits, reconciliations, and month‑end reporting. Uphold Talley’s billing best practices and proactively identify process improvements. Collections Monitor accounts receivable; follow up on outstanding invoices via email/phone. Negotiate payment plans when necessary and document collection activities. Escalate complex issues to client‑service managers or Partners. Client Communication Serve as a courteous, professional point of contact for client billing inquiries. Provide supporting documentation promptly and coordinate internally to resolve concerns. Data Management Maintain up‑to‑date client billing records and electronic files. What You Will Bring Proven experience generating invoices for a professional‑services firm (e.g., accounting, law, consulting, engineering, or marketing agency). Working knowledge of Practice CS, QuickBooks, or comparable billing platforms. Reliability & initiative to meet tight deadlines, especially during month‑end close. Analytical mindset to spot trends and recommend improvements. Meticulous attention to detail and strong ethical standards for handling sensitive financial data. Clear, concise written and verbal communication skills. Team‑oriented, adaptable, and client‑centric attitude. Hours & Compensation Standard schedule: 40 hours/week between 8 a.m.–5 p.m. PT (Monday–Friday). Month-end billing close: Expect additional hours during this time Based on experience and value. To Apply Submit your résumé and a brief cover letter answering: Key career accomplishments that make you excel at professional‑services invoicing. Past role most similar to this job and why. Which aspect of this job interests you most. Office applications and billing platforms you are most familiar with. Founded in 1989, Talley LLP is the premier consulting and financial‑services firm advising high‑net‑worth individuals and their closely held entities with strategic business solutions that deliver meaningful results. Join us and contribute to our commitment to exceptional client service.

Responsibilities

The primary focus involves independently preparing, reviewing, and issuing invoices for professional services engagements, verifying billable hours, and ensuring compliance with firm pricing policies. Additionally, the role requires monitoring accounts receivable, following up on outstanding invoices, negotiating payment plans, and serving as a professional point of contact for client billing inquiries.