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Financial Clerk

Financial Clerk

Tax Management AssocCharlotte, NC, United States
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We are seeking a detail-oriented and motivated Accounts Receivable Clerk to join our Finance team in Charlotte. This role is critical in ensuring accurate billing, timely collections, and efficient management of receivables. The ideal candidate will have strong organizational skills, excellent communication abilities, and a commitment to accuracy and customer service.

Key Responsibilities

  • Process and post customer payments, including checks, ACH, and wire transfers.
  • Generate and distribute client invoices in accordance with contracts and company policies.
  • Monitor accounts receivable aging reports; follow up with clients regarding past-due balances.
  • Maintain accurate and up-to-date client payment records.
  • Research and resolve payment discrepancies or billing issues.
  • Assist with month-end and year-end closing processes, including reconciliations.
  • Collaborate with internal teams (Audit, Operations, Finance) to ensure accurate invoicing and collections.
  • Prepare reports on receivables status for management review.
  • Support external audits with necessary documentation and reports.

Qualifications

  • Associates degree in Accounting, Finance, or related field (Bachelors degree preferred), or equivalent experience.
  • Minimum 3-5 years of experience in accounts receivable, billing, or general accounting.
  • Proficiency in Microsoft Office 365 (Excel, Word, Outlook, Teams).
  • Experience with accounting or ERP systems (e.g., Sage Intacct, Dynamics 365 Business Central, AssetEdge, QuickBooks, or similar).
  • Strong attention to detail and accuracy.
  • Excellent organizational and time-management skills.
  • Effective written and verbal communication skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • About Us

    Tax Management Associates, Inc. (TMA) is a nationally recognized provider of property tax compliance and revenue enhancement services to state and local governments. Headquartered in Charlotte, NC, TMA has proudly partnered with clients across the United States for more than 40 years. Our mission is to provide accurate, reliable, and ethical financial services that strengthen public trust and empower communities. Learn more at www.tma1.com.

    We offer competitive salary and a comprehensive benefits package, intensive training, career opportunities, and an environment that fosters work-life balance, including :

  • Eleven paid holidays per year
  • Generous Paid Time Off Policy (18 days / year to start)
  • Traditional and Roth 401(k) plans with discretionary company match
  • Financial wellness plan, including unlimited access to Certified Financial Planners
  • Tuition Reimbursement
  • Medical insurance for employee and family (65% paid)
  • Dental insurance for employee and family (65% paid and includes orthodontia)
  • Vision insurance
  • Group term life insurance (100% paid)
  • Long-term disability insurance (100% paid)
  • Short-term disability insurance
  • Voluntary life insurance (for employee, spouse, and children)
  • Pre-paid Legal plan
  • Credit monitoring and identity theft protection plan
  • Supplemental insurance including universal life, cancer, accident, critical illness, and supplemental health
  • Employee Assistance Program
  • Tax Management Associates (TMA) is a proud supporter of our U.S. military, veterans and their families. We are members of the Employer Support of the Guard and Reserve (ESGR) and the Wounded Warriors Project's Warriors To Work program. We will continue to seek qualified active duty, transitioning military and veteran candidates for our open positions. If you are a veteran, we strongly encourage you to apply. We thank you for your service to our country.

    Tax Management Associates (TMA) is an equal opportunity employer committed to an inclusive workplace and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law. Consistent with its obligations under federal law, each company that is a federal contractor or subcontractor is committed to taking affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and veterans.

    Compensation details : 45000-50000 Yearly Salary

    PI51b074be6476-31181-38711217

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    Clerk • Charlotte, NC, United States

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