Tax Accounts Receivable Team Member

About the Role

Join a global professional services firm to advance your career through inclusive culture, advanced technology, and broad support. As a member of the Accounts Receivable team, you will play a crucial role in managing outgoing company funds while ensuring accuracy and efficiency.

Job Purpose

This position aims to detail the primary functions and responsibilities of an Accounts Receivable team member, along with educational and competency requirements. The role is vital for resource allocation in talent management as well as operational delivery.

Core Responsibilities

• Manage the order-to-cash process comprehensively, including evaluating and extending customer credit and monitoring credit holds.
• Create and modify customer master data, ensuring no duplicates exist.
• Handle customer payments by processing bank statements, applying cash remittances, and adjusting credits where necessary.
• Reconcile receipts with general ledger data accurately and promptly.
• Record transactions including cash, checks, and credit card payments according to cash application processes.
• Analyze customer account details, devise collection approaches, and communicate for overdue invoice settlements.
• Send reminder communications to customers and update receivables records with outstanding payments.
• Investigate and process deductions, disputes, refunds, and unallocated cash.
• Verify discrepancies by gathering information across sales, trade promotions, and customer service departments.
• Maintain precise aging reports and engage with customers concerning disputes related to end clients.

Qualifications and Required Competencies

• Educational background: Bachelor or Master of Commerce.
• 1 to 4 years of experience in accounts receivable functions like customer data management, cash application, credit management, billing, and collections; experience in BPO environments is an advantage.
• Familiarity with ERP platforms such as SAP, Oracle, and PeopleSoft is preferred.
• Strong email handling skills and ability to communicate clearly both verbally and in writing.
• Highly organized, proactive, detail-oriented and capable of working independently.
• Strong analytical skills to identify discrepancies and operational efficiencies.
• Proficiency with Microsoft Office tools and solid data entry and general math skills.

Additional Information

The intended audiences for this document include clients, engagement leaders, delivery leads, transition leaders, and HR personnel. This role demands accountability for system integrity and adherence to strategic policies.

The company is committed to building a better working world, supporting long-term value creation for clients, employees, and society, enabled through diversity, data, and technology across multiple disciplines.