Asset Management Associate

Application Notice

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.

The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

The Asset Management Associate will work as a member of a billing team or lead a small team providing billing services for the Atlanta office at Andersen Tax. This is an exciting opportunity to join a growing office where a proactive, energetic, and collaborative individual can make a meaningful impact. The ideal candidate will thrive in a dynamic environment, enjoy working closely with colleagues across functions, and benefit from direct engagement with office leadership as the team continues to grow.

The successful candidate will be organized, detail-oriented, adaptable, and comfortable leveraging technology to deliver high-quality service in support of local office and Firm objectives. This position will primarily focus on billing and asset management responsibilities and responsibilities may evolve based on business needs, offering opportunities to take initiative, broaden skills, and contribute to the office's continued success.

Responsibilities include:

• Prepare, finalize, and distribute monthly invoices accurately and timely using SAP and other applicable Firm software, in accordance with firm billing policies and procedures.
• Process time/cost transfers, write-offs, and other adjustments.
• Monitor outstanding accounts receivables and aging balances, proactively identifying items requiring follow-up and assisting with collection efforts as appropriate.
• Review billing narratives for grammar and coherence and to ensure compliance with firm standards.
• Learn how to navigate the firm’s Client Acceptance Portal (“CAP”), to leverage the info within to create client and job codes.

• Proactively identify, investigate, and resolve billing discrepancies and issues, collaborating with relevant stakeholders and consulting with the Billing Lead(s) as needed.
• Anticipate team and business needs, and take initiative to address challenges, improve processes, and ensure timely completion of deliverables.

• Maintain accurate and up-to-date client billing information, including instructions and requirements.
• Analyze complex situations using multiple data sources, applying sound judgment to both quantitative and qualitative information.
• Work independently with minimal supervision to complete tasks and meet objectives; consider the broader impact when making decisions.
• Generate and analyze ad hoc reports using SAP.
• Train new team members on time entry processes and follow up on missing time entries.
• Perform billing analyses and present concise summaries of findings to relevant stakeholders.
• Collaborate with colleagues and cross-functional teams, including National Finance, Risk and Compliance, and Office Administration.

• Provide additional support for office administrative responsibilities as needed to ensure adequate team coverage, maintain continuity of operations, and support broader office needs.

The Requirements

• 3-5 or more years billing and collections experience, preferably in a professional services environment
• Bachelor’s degree preferred
• Must have intermediate to advanced Excel skills
• Proficient in Word, PowerPoint, Outlook
• Excellent written and verbal communication skills
• This position requires a minimum of 80% in-office attendance with the expectation to coordinate their in-office schedules with the team in advance to ensure adequate team coverage and meet operational needs. Additional in-office attendance may be required based on business needs.

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Compensation: Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.  

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS