Position: Accounts Receivable & Collections Coordinator Company: Innovative Tax & Accounting Solutions (ITAS) Location: Savannah, GA (In-Office Preferred) Hours: 20–30 Hours Per Week Reports To: Operations Manager

Position Summary

Innovative Tax & Accounting Solutions (ITAS) is seeking a detail-oriented and professional Accounts Receivable & Collections Coordinator to assist with client billing, collections, payment processing, and administrative support. This position plays a critical role in maintaining healthy cash flow while providing exceptional service to our clients.

During tax season, this role will also provide administrative support to help ensure smooth operations across the firm.

Primary Responsibilities

Accounts Receivable & Collections (70%)

Monitor and maintain accounts receivable aging reports

Contact clients regarding outstanding balances via phone, email, and text

Follow up on past-due invoices and payment arrangements

Process ACH, credit card, and other client payments

Update payment records within firm software

Maintain accurate collection notes and client communication logs

Resolve billing questions and coordinate with accounting staff

Prepare weekly A/R and collections reports for management

Assist with setting up recurring payment arrangements

Escalate collection issues when necessary

Administrative Support (30%)

Answer incoming phone calls and route messages appropriately

Assist with client onboarding and document requests

Monitor firm email inboxes and distribute client communications

Schedule appointments and assist with calendar management

Prepare engagement letters and client correspondence

Assist with organizing electronic files and client records

Support front-office operations during busy tax season

Help with special projects as assigned

Qualifications

Required

Previous accounts receivable, collections, or bookkeeping experience

Strong phone and customer service skills

Professional communication abilities

Excellent organizational and time-management skills

High attention to detail

Proficiency with Microsoft Office (Outlook, Excel, Word)

Ability to handle confidential financial information

Preferred

Experience in a CPA firm, tax firm, or professional services environment

Knowledge of accounting terminology

Experience with payment processing systems

Administrative or office support experience

Ideal Candidate

The ideal candidate is professional, organized, persistent, and comfortable having payment-related conversations with clients. They can balance firm collection efforts with excellent customer service while maintaining a positive client experience.

Compensation

Competitive hourly pay based on experience

Flexible schedule

Opportunity for increased hours during tax season

Professional growth opportunities within a growing accounting firm

Expected Outcomes

The successful candidate will:

Reduce outstanding accounts receivable balances

Improve collection turnaround times

Maintain accurate billing and payment records

Provide excellent client communication

Support operational efficiency during tax season

Estimated Hours:

Off-Season: 20–25 hours per week

Tax Season (January–April): Up to 40 hours per week

This position is ideal for someone seeking a flexible part-time role with a growing accounting firm.