Tax Management Associates, Inc.
Accounts Receivable Clerk
Tax Management Associates, Inc., Charlotte, North Carolina, United States, 28245
We are seeking a detail-oriented and motivated
Accounts Receivable Clerk
to join our Finance team in Charlotte. This role is critical in ensuring accurate billing, timely collections, and efficient management of receivables. The ideal candidate will have strong organizational skills, excellent communication abilities, and a commitment to accuracy and customer service.
Key Responsibilities
Process and post customer payments, including checks, ACH, and wire transfers.
Generate and distribute client invoices in accordance with contracts and company policies.
Monitor accounts receivable aging reports; follow up with clients regarding past-due balances.
Maintain accurate and up-to-date client payment records.
Research and resolve payment discrepancies or billing issues.
Assist with month-end and year-end closing processes, including reconciliations.
Collaborate with internal teams (Audit, Operations, Finance) to ensure accurate invoicing and collections.
Prepare reports on receivables status for management review.
Support external audits with necessary documentation and reports.
Qualifications
Associate’s degree in Accounting, Finance, or related field (Bachelor’s degree preferred), or equivalent experience.
Minimum 3-5 years of experience in accounts receivable, billing, or general accounting.
Proficiency in Microsoft Office 365 (Excel, Word, Outlook, Teams).
Experience with accounting or ERP systems (e.g., Sage Intacct, Dynamics 365 Business Central, AssetEdge, QuickBooks, or similar).
Strong attention to detail and accuracy.
Excellent organizational and time-management skills.
Effective written and verbal communication skills.
Ability to work independently and as part of a team in a fast-paced environment.
About Us Tax Management Associates (TMA) is a national property tax consulting and audit firm serving state and local government clients exclusively. For more than 45 years, TMA has delivered expert services in property taxation and tax administration, combining deep industry knowledge with innovative solutions. Our continued growth supports professionals nationwide who build strong client relationships and deliver high-quality services across the country. Learn more at www.TMA1.com.
We offer competitive salaries and a comprehensive benefits package, intensive training, career growth opportunities, and an environment that supports work-life balance, including:
Eleven paid holidays per year
Generous Paid Time Off (18 days/year to start); accrual increases with years of service
Traditional and Roth 401(k) plans with discretionary company match
Financial wellness plan with unlimited access to Certified Financial Planners™
Medical insurance for employee and family (65% employer paid)
Dental insurance for employee and family (65% employer paid; includes orthodontia)
Vision insurance for employee and family
Group term life insurance (100% employer paid)
Long-term disability insurance (100% employer paid)
Short-term disability insurance
Voluntary life insurance (for employee, spouse, and children)
Pre-paid Legal plan
Credit monitoring and identity theft protection plan
Supplemental insurance options
Employee Assistance Program
Tax Management Associates (TMA) is a proud supporter of our U.S. military, veterans, and their families. We are members of the Employer Support of the Guard and Reserve (ESGR) and the Wounded Warriors Project’s Warriors To Work program. Veterans are strongly encouraged to apply.
Tax Management Associates (TMA) is an equal opportunity employer committed to an inclusive workplace and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.
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Accounts Receivable Clerk
to join our Finance team in Charlotte. This role is critical in ensuring accurate billing, timely collections, and efficient management of receivables. The ideal candidate will have strong organizational skills, excellent communication abilities, and a commitment to accuracy and customer service.
Key Responsibilities
Process and post customer payments, including checks, ACH, and wire transfers.
Generate and distribute client invoices in accordance with contracts and company policies.
Monitor accounts receivable aging reports; follow up with clients regarding past-due balances.
Maintain accurate and up-to-date client payment records.
Research and resolve payment discrepancies or billing issues.
Assist with month-end and year-end closing processes, including reconciliations.
Collaborate with internal teams (Audit, Operations, Finance) to ensure accurate invoicing and collections.
Prepare reports on receivables status for management review.
Support external audits with necessary documentation and reports.
Qualifications
Associate’s degree in Accounting, Finance, or related field (Bachelor’s degree preferred), or equivalent experience.
Minimum 3-5 years of experience in accounts receivable, billing, or general accounting.
Proficiency in Microsoft Office 365 (Excel, Word, Outlook, Teams).
Experience with accounting or ERP systems (e.g., Sage Intacct, Dynamics 365 Business Central, AssetEdge, QuickBooks, or similar).
Strong attention to detail and accuracy.
Excellent organizational and time-management skills.
Effective written and verbal communication skills.
Ability to work independently and as part of a team in a fast-paced environment.
About Us Tax Management Associates (TMA) is a national property tax consulting and audit firm serving state and local government clients exclusively. For more than 45 years, TMA has delivered expert services in property taxation and tax administration, combining deep industry knowledge with innovative solutions. Our continued growth supports professionals nationwide who build strong client relationships and deliver high-quality services across the country. Learn more at www.TMA1.com.
We offer competitive salaries and a comprehensive benefits package, intensive training, career growth opportunities, and an environment that supports work-life balance, including:
Eleven paid holidays per year
Generous Paid Time Off (18 days/year to start); accrual increases with years of service
Traditional and Roth 401(k) plans with discretionary company match
Financial wellness plan with unlimited access to Certified Financial Planners™
Medical insurance for employee and family (65% employer paid)
Dental insurance for employee and family (65% employer paid; includes orthodontia)
Vision insurance for employee and family
Group term life insurance (100% employer paid)
Long-term disability insurance (100% employer paid)
Short-term disability insurance
Voluntary life insurance (for employee, spouse, and children)
Pre-paid Legal plan
Credit monitoring and identity theft protection plan
Supplemental insurance options
Employee Assistance Program
Tax Management Associates (TMA) is a proud supporter of our U.S. military, veterans, and their families. We are members of the Employer Support of the Guard and Reserve (ESGR) and the Wounded Warriors Project’s Warriors To Work program. Veterans are strongly encouraged to apply.
Tax Management Associates (TMA) is an equal opportunity employer committed to an inclusive workplace and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.
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