Billing Specialist - Wealth Solutions

Job Summary:

 The Billing Specialist provides daily, ongoing accounts receivable support within Wealth Solutions, Tax Department including creating invoices, tracking, reporting, and collecting open items.

Essential Job Functions:

• Actively involved in the overall day-to-day responsibilities of tracking, reporting, and updating accounts receivables
• Supports department leadership with a weekly snapshot of revenue/collection
• Update procedures, assuring accuracy, and data integrity
• Communicate and collaborate with various stakeholders, such as employees, managers, clients, and vendors, and resolve any 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 closely with the accounting team for all billing inquiries, including exception requests financial account debit requests, resolving any discrepancies

• Manage account receivable report from accounting and follow up on all outstanding invoices
• Responsible for maintaining billing data integrity and maintaining 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
• Other duties as needed

Required Knowledge, Skills and Abilities

• Bachelor's degree or equivalent experience.
• 2+ years of experience in finance-related roles.
• Excellent analytical, problem-solving, and decision-making skills.
• Experience using CCH Practice is a plus
• Experience using NetSuite is a plus
• Proficiency in MS suite of tools, Salesforce
• Strong communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams and senior leaders.

• Superior organization skills - highly detailed-oriented, strong multi-tasker, excellent follow-through, meticulous, and a process-driven “thinker”
• Client-first attitude, including a passion for providing an excellent client experience
• Team player, collaborative, and able to work in concert with others

Work Schedule:  This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.

Application Deadline: The initial deadline for applications is 11/29/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.