Accounts Receivable & Collections Specialist

WHO WE ARE:

At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients.

As an Accounts Receivable & Collections Specialistat CTI, you will join a team that leverages the Company’s proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries.

Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization.

WE TAKE CARE OF OUR PEOPLE:

• Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan
• 3 Weeks Paid vacation
• 8 paid holidays and week between 12/25-1/1 off with pay
• 12 weeks paid maternity leave / 2 weeks paternity leave
• This is a hybrid role and candidates should be located close to our Folsom office so they can come to the office up to three days per week or more as requested.
• Our supportive team will work with you to develop and support your career goals
• Be part of a knowledgeable, growing, high-achieving and fun team

CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs.

WHO WE ARE LOOKING FOR:

We are looking for an Accounts Receivable & Collections Specialist to provide invoicing and reporting support to our department. This individual needs to have a strong attention to detail, minimum of two years client billing experience, understanding of basic accounting principles and be familiar with accounting software.

WHAT YOU WILL DO:

As an Accounts Receivable & Collections Specialist, you will work hand-in-hand with internal departments to support the client experience through project invoicing and collections within tight deadlines. This individual will report to the Accounting Manager and may provide accounting and administrative support as needed. This position will focus on full-cycle Accounts Receivable including invoicing, cash receipts, collections, reconciliations, and ad hoc reporting.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Lead collector on client assignments.
• Ensure client billing is generated and collected in accordance with contract terms, with accuracy, and within deadlines.
• Manage, organize, and accurately update relevant data using database applications and enter financial information into QuickBooks or Sage Intacct and proprietary system.
• Create various documents, electronic information, and financial reports, prepare general ledger entries, maintain records and files, and reconcile accounts.
• Communicate and provide information internally and externally, answer accounting and financial questions by researching and interpreting data and produce relevant reports.
• Interpret instructions and issues and then implement actions according to accounting policies and procedures.
• Arrange and participate in meetings and team activities.
• Additional duties and responsibilities as assigned.

WHAT YOU WILL NEED:

• Ability to work autonomously and within a team.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Outlook, Word, Excel and PowerPoint.
• Highly organized and detail oriented with the ability to prioritize, plan and organize activities.
• Problem solving and troubleshooting skills.
• Ability to provide excellent customer service, including a friendly attitude, empathy towards users, patience, attention to detail, good communication, sense of urgency, creativity, etc.
• Willingness to change to meet organizational needs.
• Ability to process and maintain confidentiality while processing sensitive data.
• Ability to recognize when an incident needs to be escalated.
• Ability to adhere to GAAP guidelines.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Accounting or Business Administration preferred, but not required.
• Demonstrated Collection experience required.
• Minimum 2 years’ experience with professional services collections and billing required.
• Advanced proficiency with Excel, including V or XLookUp, Pivot Tables, and working in shared workbooks.
• Intermediate proficiency with QuickBooks, Sage Intacct or similar system preferred.

We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page.

The range for this position is $27-$37 an hour and may be adjusted as compensation is based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons. The first three months will be on-site in Folsom, with an opportunity to transition to a hybrid offsite schedule following a 90-day review.