Roth&Co · 21 hours ago
Billing & Collections Manager
Brooklyn, NY
Full-time
Hybrid
Senior Level
5+ years expRoth&Co is seeking a Billing and Collections Leader to oversee all aspects of client billing, invoicing, and collections for the firm’s accounting, tax, and advisory services. The role involves managing the billing cycle, leading the collections process, and improving financial operations to optimize cash flow.
Consulting
Responsibilities
Manage and oversee the full client billing cycle, from engagement setup to invoice generation and distribution
Review engagement letters to confirm billing terms, fee structures, and retainer requirements
Coordinate with partners and managers to ensure billable time and expenses are reviewed and approved for invoicing in a timely manner
Prepare and issue accurate client invoices in accordance with firm policies and professional standards
Monitor fixed-fee, retainer, and time-and-material engagements to ensure proper revenue recognition
Resolve billing discrepancies in collaboration with engagement teams and clients
Lead the firm’s collections process to maintain healthy cash flow and minimize aged receivables
Monitor AR aging reports, follow up with clients on overdue balances, and escalate collection concerns as needed
Develop and execute collection strategies that balance firmness with maintaining strong client relationships
Coordinate with partners and client service teams to address client billing or payment concerns
Recommend and process write-offs or adjustments in accordance with firm policy and approval limits
Prepare monthly reports on billing status, collections progress, AR aging, and key performance indicators
Analyze billing and collections data to identify trends and recommend process improvements
Work with leadership to improve the firm’s billing and collection policies, procedures, and systems
Support implementation of automation or workflow enhancements in the firm’s practice management or accounting software
Supervise and develop billing and collections staff, providing training, feedback, and mentorship
Collaborate closely with partners, managers, and administrative staff to ensure smooth financial operations
Foster a culture of accountability, efficiency, and client service excellence
Qualification
Required
Bachelor's degree in accounting, Finance, Business Administration, or a related field
5–8 years of experience in billing, collections, or accounts receivable management, with at least 3 years leading a similar position in a public accounting or professional services firm
Ability to manage remote staff
Strong understanding of professional services billing models (hourly, fixed-fee, retainer, progress billing)
Familiarity with CPA firm engagement and compliance requirements
Excellent communication, negotiation, and client service skills
Analytical mindset with high attention to detail and accuracy
Ability to handle sensitive financial information with discretion
Preferred
Prior experience supervising or managing a small team preferred
Familiarity with Practice Engine strongly preferred and technologically proficient
Company
Roth&Co
Roth&Co is a top-150 U.S. accounting and advisory firm specializing in tax compliance, tax controversy, accounting services and advisory services.
201-500 employees
H1B Sponsorship
Roth&Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (3)
2023 (7)
2022 (4)
2021 (6)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Mark Weissman
Chief Financial Officer
Nevan Higgins
Chief Financial Officer
Company data provided by crunchbase