Job Description
Homans Associates is a subsidiary of the largest independent HVAC / R distribution company in the world, Watsco, Inc. We proudly distribute the Mitsubishi and Bryant brands of HVAC equipment, as well as a full line of HVAC residential and commercial parts, supplies, and accessories.
We have locations throughout New England, New York, and New Jersey. Jersey. We currently have an opening for an AR Collections / Tax Associate in our Wilmington, MA location.
There is no relocation assistance offered for this position.
Company Website : SUMMARY
SUMMARY
Manage and maintain aging with a personal portfolio of up to 250 customers. Requires building relationships, understanding account reconciliations, and understanding cash applications.
Assist in obtaining customer tax exemption certificates and validating tax short payments.
ESSENTIAL DUTIES AND RESPONSIBILITIES - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- Develops positive rapport with customers, branch employees, management, and the credit and accounting team. Provides professional service to internal and external customers.
- Reviews collection status reports to ensure that outstanding balance payments meet company and department goals.
- Evaluates delinquent accounts to ensure that all appropriate collection efforts are used before assigning bad debt status.
- Reports uncollectible accounts to the Credit Manager.
- Makes regular, proactive customer contact including daily collection calls for accounts over 30 days past due.
- Run weekly report of sales tax omission by customers and save report to shared directory.
- Collect customer sales certificates through e-mails or phone calls daily.
- Electronically file and log customer certificates daily
- Monitor and maintain multiple group Email In boxes.
- Performs other duties as requested.
Requirements
QUALIFICATIONS - The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and / or Experience
- Associate degree (A. from two-year college or greater preferred.
- Knowledge of basic accounts receivable functions.
- 2 -3 Collections Experience, business to business preferred.
- Must have the ability to negotiate transactions on an intra- and inter-company level. Must possess the ability to mediate situations among employees and customers as they arise.
Technical Skills
- Intermediate user of the Internet and Microsoft Office Products (Word, Excel, and Outlook), with an emphasis on the ability to prepare and analyze data using Excel spreadsheets.
- Ability to learn new software quickly and accurately.
Requirements
QUALIFICATIONS - The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and / or Experience
- Associate degree (A. from two-year college or greater preferred.
- Knowledge of basic accounts receivable functions.
- 2 -3 Collections Experience, business to business preferred.
- Must have the ability to negotiate transactions on an intra- and inter-company level. Must possess the ability to mediate situations among employees and customers as they arise.
Technical Skills
- Intermediate user of the Internet and Microsoft Office Products (Word, Excel, and Outlook), with an emphasis on the ability to prepare and analyze data using Excel spreadsheets.
- Ability to learn new software quickly and accurately.
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