Billing & AR Coordinator

About the job

Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

Billing Management
Coordinate billing preparation and processing
Monitor billing status and follow up on outstanding billings
Prepare billing reports and dashboards
Support billing deadlines and production goals
Assist partners with billing-related inquiries
Serve as liaison with National Billing Team and offshore billing support

Accounts Receivable Managemen t
Manage collection activities and AR follow-up
Monitor aging reports
Contact clients regarding outstanding invoices
Document collection efforts and commitments
Escalate collection concerns when appropriate
Respond to client billing and payment inquiries

Payment Administratio n
Coordinate payment posting activities
Work with offshore payment posting resources
Research unapplied and undistributed payments
Resolve payment discrepancies
Coordinate refunds and payment adjustments when needed

Reporting & Analysi s
AR reporting
Collection reporting
WIP and billing status reporting
Cash collections tracking
Partner billing and collection summaries

Client Financial Suppor t
Respond to billing questions
Provide copies of invoices and statements
Coordinate payment-related communications
Support client payment portal inquiries

Requirements
Bachelor's degree in Business or Accounting
Experience with CCH Axcess and Aiwyn
Prior experience with billing and AR collections
Intermediate to advanced Microsoft Excel experience
Why Choose Us?
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

• What We Offer*:
• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.