Billing Specialist - Wealth Solutions

Overview

This role provides daily, ongoing accounts receivable support within the Wealth Solutions and Tax Department. Responsibilities include creating invoices, tracking and reporting on open items, and supporting collections.

Responsibilities

• Track, report, and update accounts receivable as part of day-to-day operations
• Provide department leadership with a weekly snapshot of revenue and collections
• Update procedures to ensure accuracy and data integrity
• Communicate and collaborate with stakeholders (employees, managers, clients, vendors) to resolve issues or conflicts
• Create, document, and share invoices as tax returns are completed
• Collect and manage client authorizations and signatures for financial account debits
• Support clients with making payments if needed
• Work with the accounting team on billing inquiries, including exception requests and financial account debit requests; resolve discrepancies
• Manage account receivable reports and follow up on outstanding invoices
• Maintain billing data integrity and accurate records across all platforms
• Reconcile tax cash receipts, apply payments to invoices in CCH, and ensure payment activity is accurately recorded in NetSuite
• Track and manage fees for acquisitions, including alignment of fees across the platform
• Perform other duties as needed

Requirements

• Bachelor’s degree or equivalent experience
• 2+ years of experience in finance-related roles
• Excellent analytical, problem-solving, and decision-making skills
• Proficiency in MS suite of tools and Salesforce
• Strong communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams and senior leaders
• Superior organization skills with high attention to detail; strong multitasking, follow-through, and process-driven approach
• Client-first attitude with a focus on providing excellent client experience
• Team-oriented and able to work collaboratively

Preferred Qualifications

• Experience using CCH Practice
• Experience using NetSuite

Compensation & Benefits

• Base pay range: $27—$31 USD
• Incentive compensation: Eligible to earn incentive compensation through an incentive compensation program.
• Benefits include:
  • Company-paid Basic Life & AD&D insurance
  • Company-paid Short-Term and Long-Term Disability insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity insurance
  • Three Cigna medical plan offerings (including two High Deductible Health Plans and a Traditional Co-Pay medical plan)
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
  • Two comprehensive dental plans
  • Vision insurance plan
  • Dependent Care Savings Account for child and dependent care
  • 14 company-paid holidays, including a full week off at Thanksgiving
  • Paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
  • Adoption Assistance Reimbursement Program
  • Company-paid concierge services for eligible needs
  • 401(k) retirement plan with Traditional and Roth options, per pay period match, and an after-tax option
  • Pet insurance
  • Personalized financial planning and guidance offered at preferred employee pricing

Work Schedule & Working Conditions

• Work schedule: Monday through Friday, 8AM to 5PM. Early or late hours may be required to meet business tasks and deadlines.
• Working conditions: May be in a professional office environment or a dedicated home office workspace free of interruptions.
• Technology needs: Basic technology needs will be provided.
• Physical requirements: Routinely sitting and standing for periods of time; no heavy lifting over 10 lbs.
• Travel: Assumed up to 20% of the time.

Location

United States (flexible national footprint; office or dedicated home office workspace).

Application Deadline

• Initial deadline: 11/29/2026
• Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

Equal Opportunity

The employer is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

Additional Information

• Unsolicited resumes from agencies and/or search firms are not accepted for this job posting.
• If you need an accommodation during the application or hiring process, requests are handled through a dedicated accommodation inbox.