Senior Billing Tax Specialist

Overview

This role supports day-to-day billing operations and tax administration for a growing professional services firm. The position manages the monthly billing process and provides administrative and tax processing support for the Tax Services team, especially during tax season.

The role can be hybrid or fully remote, depending on needs.

Responsibilities

• Manage the firm’s monthly billing process based on billing instructions prepared by partners.
• Process and send monthly invoices, including processing invoices and adjustments.
• Produce required billing and accounts receivable reports.
• Monitor accounts receivable and respond to client billing inquiries.
• Post daily deposits and communicate with partners and clients regarding billing inquiries.
• Process write-offs, billing adjustments, and transfers.
• Coordinate with the corporate finance/accounting team.
• Support the Tax Services department with administrative and tax processing responsibilities, including:
  • Assemble tax returns
  • Download tax documents through DocuSign or SafeSend and Lacerte
  • Edit returns and electronically file returns
  • Perform tax processing functions across multiple software systems
  • Scan and photocopy tax returns and documents
  • Prepare and mail tax organizers during tax season
  • Assemble and mail client tax return copies
• Collaborate with other tax and administrative personnel.
• Work overtime during tax deadlines, including some weekends, as needed.
• Maintain strict confidentiality and exercise sound judgment when handling client, partner, and firm financial information.
• Support other administrative tasks as needed.

Requirements

• Minimum of 6–7 years of experience with primary responsibility for billing in a mid-to-large-sized CPA firm, along with tax administrative experience.
• Experience working in a paperless office environment.
• Working knowledge of Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Proficiency with Adobe Acrobat.
• Strong organizational skills with a focus on efficiency and accuracy.
• Ability to manage multiple tasks and priorities simultaneously.
• Proactive, flexible, and willing to step in wherever needed to support the team.
• Strong team spirit and ability to work effectively with individuals with varying personalities and working styles.
• Ability to remain calm, focused, and productive during high-pressure periods and tax deadlines.
• Self-directed and self-managed with excellent judgment and discretion.
• Strong commitment to collaboration and teamwork.
• Ability to maintain strict confidentiality regarding client, partner, and firm financial information.

Preferred Qualifications

• Lacerte, CCH Workstream, and SafeSend experience preferred.

Compensation & Benefits

• Compensation range: $100,000 - $120,000
• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Location

Hybrid or fully remote position (flexible work arrangement).