Accounts Receivable Associate

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:

Job Summary The Accounts Receivable Associate is responsible for the collection of outstanding accounts receivable and the resolution of past-due client balances. This role focuses exclusively on AR collections activities, proactively contacting clients by phone and email to secure payment, resolve disputes, and reduce aging balances. The ideal candidate is persistent, organized, and comfortable managing a high-volume portfolio of accounts in a structured, remote environment.

Key Responsibilities
1. Accounts Receivable Monitoring Monitor client account balances and aging reports daily to identify accounts requiring collection action.

Prioritize outreach based on balance age, dollar amount, and risk level.

Track promises-to-pay and follow up promptly when commitments are missed.

Record and reconcile incoming client payments across multiple systems, ensuring balance and aging reports stay accurate and current.

Maintain accurate, up-to-date records of collection status for all assigned accounts.
2. Outreach Collections Conduct outbound phone calls to clients with past-due balances to secure payment commitments and resolve delinquent accounts.

Send collections emails and written correspondence following approved templates and escalation guidelines.

Maintain a disciplined cadence of outreach (calls and emails) across an assigned portfolio of past-due accounts.

Negotiate payment arrangements and short-term payment plans within assigned authority levels.

Document every call, email, and client interaction in the A/R system with clear, timely notes.
3. Dispute & Issue Resolution Respond to client inquiries related to balances due, payment status, and payment history.

Investigate and resolve billing disputes that are delaying payment, coordinating with internal teams as needed.

Escalate complex disputes, non-responsive accounts, or high-risk balances to leadership in a timely manner.
4. Reporting & Process Support Prepare regular collections status updates, aging summaries, and call/email activity reports for leadership.

Support month-end close by ensuring assigned accounts are current and properly documented.

Identify recurring collection obstacles or process inefficiencies and recommend improvements.

Follow standardized collections procedures, escalation paths, and internal controls.

Qualifica…