abip CPAs & Advisors is seeking a results-driven and persistent Collections & A/R Specialist to join our team. This role is responsible for driving collections activity, reducing aged receivables, and improving firm cash flow across a high-volume client portfolio.
This is not a passive reporting role. The ideal candidate is comfortable taking ownership, following through consistently, and driving accounts to resolution, whether through payment, escalation, or clear next steps.
Key Responsibilities
Collections (Primary Focus)
- Take full ownership of reducing A/R aging, with a strong focus on 60+ and 90+ day balances
- Proactively pursue past-due balances through consistent, structured follow-up (calls, emails, client outreach)
- Drive accounts to resolution, including payment, escalation, or recommended write-off
- Lead direct client conversations regarding outstanding balances with professionalism and persistence
- Partner with Partners and Managers to remove roadblocks and enforce accountability on collections
- Maintain a disciplined follow-up cadence, no stagnant accounts
- Escalate high-risk accounts and provide clear, actionable recommendations
- Identify breakdowns in billing or collections processes and recommend improvements
Accounts Receivable Management
- Apply payments accurately and maintain real-time A/R visibility
- Monitor aging and take ownership of improving overall firm collections performance
- Maintain accurate client and receivable data within CCH Axcess Practice
Reporting & Data Utilization
- Use A/R aging and collections data to prioritize efforts and focus on highest-impact accounts
- Prepare and distribute clear, actionable reporting for leadership
- Track key metrics such as aging trends, collections activity, and recovery rates
- Identify risks and trends impacting collections performance and recommend actions
Excel & Data Management
- Utilize advanced Excel functions (PivotTables, XLOOKUP, data validation, reconciliations)
- Analyze large datasets to identify collection priorities and discrepancies
Qualifications
Required
- 3+ years of high-volume collections experience with demonstrated results
- Proven track record of reducing aged receivables and improving collections performance
- Strong communication skills, including direct client collections outreach
- High level of ownership, persistence, and follow-through
- Advanced Excel skills
Preferred
- Experience in a CPA firm, law firm, or professional services environment
- Experience with CCH Axcess Practice
- Understanding of WIP, billing cycles, and partner-led client relationships
Key Competencies
- Results-driven collections mindset
- Strong ownership and accountability
- Ability to lead difficult conversations
- Persistence and follow-through
- Data-driven decision making
- High-volume workload management
- Process improvement mindset
Performance Expectations
Success in this role will be measured by:
- Reduction in 60+ and 90+ day A/R balances
- Consistency and effectiveness of collections activity
- Ability to drive accounts to resolution (not just follow-up)
- Improved visibility and prioritization of collections efforts
To apply for this job email your details to selliott@abipcpa.com
