Collections Specialist
Role Overview
This mid-level Collections Specialist role involves managing and improving the firm's collections process by proactively contacting clients about overdue balances, resolving payment issues, and maintaining accurate records. The specialist will lead collection efforts, process payments, prepare aging reports, and participate in management meetings to recommend improvements, supporting overall cash-flow efficiency in a fast-paced accounting environment. This full-time position requires 3+ years of experience and operates as part of a US East Coast-based team, focusing on maintaining positive client relationships while ensuring timely receivables collection.
Perks & Benefits
The role offers a competitive salary starting at $75K annually, with a robust benefits package including health, dental, and vision insurance (with fully paid employee-only options for health and dental), company-paid life and long-term disability insurance, and a 401(k) plan with employer contributions. It is remote but requires alignment with EST working hours for team collaboration, and includes opportunities for professional growth through access to Becker and LinkedIn Learning, fostering a supportive and inclusive workplace culture.
Full Job Description
Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan
We are seeking an experienced Collections Specialist to join our accounting firm. This role is focused exclusively on managing and improving the firm’s collections process. The ideal candidate will proactively contact clients regarding outstanding balances, resolve payment issues, maintain accurate records, and support overall cash-flow efficiency.
Key Responsibilities:
· Lead and support all collection efforts for the firm.
· Maintain accurate and organized collection records and client account documentation.
· Contact clients regarding overdue balances, payment issues, and potential payment plan options.
· Process and post incoming payments from various sources.
· Prepare and update aging reports and other collection-related reports as needed.
· Participate in meetings with management and partners to review collection activity and recommend improvements.
· Generate and send invoices, statements, and periodic billings as required.
· Handle sensitive client and financial information with confidentiality and professionalism.
· Maintain positive client relationships while ensuring timely collection of receivables.
· Perform additional duties as assigned.
Qualifications and Requirements:
· 3+ years of professional collections or accounts receivable experience, preferably in a professional services or accounting environment.
· Strong analytical skills and understanding of A/R best practices.
· Highly detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.
· Proficiency in Microsoft Excel, Outlook, and general record-keeping systems.
· Excellent written and verbal communication skills.
Job Type: Full-time
Schedule: Monday – Friday, 9:00AM – 5:30PM
Work Location: In person
Ability to commute/relocate: Woodbury, NY: Reliably commute or planning to relocate before starting work (Required)
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $75K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee
only coverage for health and dental)Company-Paid Life and Long Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term
disability optionsClassic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including
access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every
team member can thrive. Apply today to be part of a company that values its
people and their contributions!
“Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.
Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.
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