Collections Coordinator

Whitley Penn, one of the nation's leading audit, tax, and advisory firms, is looking for a Collections Coordinator to join our team!

The Collections Coordinator plays a key role in managing client accounts, ensuring timely collections, resolving discrepancies, while being a supportive team player. This position requires strong communication skills, attention to detail, and the ability to thrive in a fast-paced professional environment.

Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We're looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Position Details

Classification: Full-time; non-exempt

Department: Revenue Practice Management

Location: Fort Worth

Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Initiate collection calls and send written correspondence to clients regarding outstanding balances.
• Respond to client inquiries, resolve discrepancies, and reconcile accounts.
• Follow up consistently and adhere to established collection procedures to reduce DSO.
• Collaborate with internal teams and firm personnel to resolve account issues.
• Escalate collection efforts when needed to ensure timely resolution.
• Maintain the integrity of client records and client confidentiality
• Prepare and reconcile departmental reports as assigned.
• Perform other assigned tasks and duties necessary to support the department.

What You Need to Get Here

• 3+ years of experience in collections, accounts receivable, or a related financial role.
• Prior experience in an accounting firm or professional services environment preferred
• Strong verbal and written communication skills.
• Highly degree of efficiency in Microsoft Word and Excel
• Excellent organizational skills, attention to detail and follow-through
• Excellent analytical and research skills.
• Must have tenacity and ability to utilize resources, resolve and address client concerns
• Ability to handle situations which may require adaptation based on client response
• The ability to adapt, prioritize duties and manage multiple responsibilities in response to the demands of the day-to-day activities of the department.
• The ability to work independently as well as in a collaborative environment and communicate effectively with individuals at all levels of the organization.

Why Whitley Penn

Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4 th and year end
• Generous PTO for Non-Exempt Team Members
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0 . All employment is decided on the basis of qualifications, merit, and business need.

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