We are looking for a Collections Specialist to support a high-volume business-to-business accounts receivable environment in Bradenton, Florida. This Long-term Contract position is ideal for someone who communicates professionally, handles customer conversations with diplomacy, and stays organized while managing a large portfolio of past-due accounts. The person in this role will work directly with commercial customers to secure payment, record transactions accurately, and help maintain timely account resolution.<br><br>Responsibilities:<br>• Manage outreach for a large portfolio of commercial customer accounts, contacting businesses regarding overdue invoices and expected payment dates.<br>• Place frequent outbound calls and send follow-up communications to obtain updates, resolve payment issues, and encourage timely remittance under standard net 30 terms.<br>• Accept payment details from customers and ensure all received funds are entered accurately into the appropriate accounting records.<br>• Apply payments and update account activity within the general ledger or related financial systems to maintain accurate balances.<br>• Review aging information to prioritize collection efforts and escalate issues when payment delays require additional attention.<br>• Build productive relationships with customer contacts by handling collection conversations with professionalism, tact, and consistency.<br>• Coordinate with internal accounting or finance partners to clarify account discrepancies and support efficient resolution of outstanding balances.
About the Opportunity:<br>Our client is a growing wealth management firm that partners closely with attorneys and tax professionals to support clients nationwide with tax preparation services. They currently have a significant tax backlog of approximately 400–700 returns that need to be completed and only have one tax preparer on staff, so they’re looking for experienced professionals who can jump in quickly with minimal ramp-up time.<br><br>Responsibilities:<br><br>Prepare individual and business tax returns including:<br>1040<br>1120<br>1120S<br>1065<br>1041 returns<br>Prepare information returns and other compliance filings<br>Review individual and business tax returns for accuracy<br>Communicate directly with clients to collect tax organizers and missing documentation<br>Help clean up bookkeeping records needed for business tax filings<br>Work within Intuit ProConnect (highly preferred)<br>Manage workflow through internal systems/CRM tools<br>Communicate with clients across the country regarding tax-related matters<br>Assist with IRS and tax authority correspondence as needed<br><br>Ideal Background:<br><br>Recent tax preparation experience<br>Strong experience with both individual and business returns<br>ProConnect experience strongly preferred<br>Comfortable working independently in a remote environment<br>Strong communication and client follow-up skills<br>Able to handle high-volume workloads and shifting priorities