Job Description
Title: Billing and Accounts Receivable Associate
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 entitiesTalley 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 entrepreneurially driven businesses their owners and high-net-worth individuals manage their financial affairs and achieve their business objectives profitably and efficiently. Our professionals strive to become each clients Most Trusted Advisor (MTA) by delivering global solutions to complex challenges and opportunities.
Our services include: - Audit & Assurance services including financial reporting
- Tax compliance planning and proactive advisory services
- 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 2030 offshore/outsourced team members. Headquartered in Orange CA the firm has grown rapidly becoming a leading Orange County professional services provider. We embrace a culture built on accountability results and exceptional client service delivered by professional motivated individuals.
Summary Talley LLP is seeking a detail-oriented Billing & Accounts Receivable professional to strengthen our billing/receivables team and ensure accurate timely invoicing in a professional-services environment. You will assist with the preparation invoices for consulting advisory and tax engagements liaise with clients regarding billing matters and support collections efforts.
This is a full-time onsite position MondayFriday 8:00 a.m.5:00 p.m. with additional hours required during month-end billing close.
What You Will Do Billing - 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 and posting of invoices.
- Collaborate with client-service teams and Partners to capture all billable items and ensure compliance with firm fee policies.
- Assist with monthly invoice audits reconciliations and month-end revenue and work-in-progress (WIP) reporting.
- Uphold Talleys billing best practices and proactively identify process improvements.
Collections - Monitor accounts receivable and follow up on outstanding invoices via email and phone.
- Negotiate payment plans when necessary and document collection activities.
- Escalate complex issues to client-service managers or Partners.
- Assist with monthly collections audits reconciliations and month-end reporting.
Client Communication - Serve as a courteous and 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 contacts and electronic files.
What You Will Bring - Proven experience generating both time & materials and fixed fee invoices for a professional-services firm (e.g. accounting law consulting engineering or marketing agency).
- Working knowledge of time entry and billing platforms and related reporting (will train on our specific program)
- Reliability and initiative to meet tight deadlines especially during month-end close.
- Analytical mindset to identify trends and recommend improvements.
- Exposure to AI tools and the ability to leverage AI in daily invoice and/or collections workflow.
- Meticulous attention to detail and strong ethical standards when handling sensitive financial data.
- Clear concise written and verbal communication skills.
- Team-oriented adaptable and client-centric attitude.
Hours & Compensation - Full-time schedule: 40 hours per week MondayFriday 8:00 a.m.5:00 p.m.
- Month-end billing close may require additional hours.
- Compensation 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 a 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.
Required Experience:
Junior IC
Job Tags
Full time, Work at office