Accounts Receivable Specialist

2 months ago


Houston, United States Creative Financial Staffing Full time
Accounts Receivable Specialist
About the Company and Opportunity:
  • Our client is one of the most unique automotive marketing companies in the country
  • This well established company has been in business for over 40 years.
  • Why work here:
    • This company provides opportunities for advancement and experience to grow and develop.
Overview of the Accounts Receivable Specialist Role:
  • Verify customer data imports correctly from Excel sheet and filling in missing items
  • Creating an invoice template with new logo and insuring formatting mirrors prior invoices
  • Create an invoice for each customer once the template has been approved and save in memorized transactions
  • Assisting with getting the accounts set up online for sales/use tax if needed
  • Filing state sales tax documents in our online record
  • Updating/creating a sales tax schedule based on filing frequency
  • Keeping a check list on the status of each state's account.
  • Map the billing items to sales tax codes in Avalara software (we use Avalara to determine the tax rate for the service items billed)
Qualifications of the Accounts Receivable Specialist Role:
  • Strong QuickBooks experience
  • Degree preferred
  • AR experience


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