Billing Specialist – Wealth Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver consistent accounts receivable support on a daily basis within the Wealth Solutions, Tax Department.

• Monitor, document, and refresh accounts receivable records.

• Assist department leadership by providing a weekly overview of revenue and collections.

• Revise procedures to ensure precision and maintain data integrity.

• Engage and collaborate with team members, managers, clients, and vendors to resolve issues or conflicts effectively.

• Generate, document, and distribute invoices as tax returns are finalized.

• Gather and oversee client authorizations and signatures for financial account debits.

• Aid clients in making payments as required.

• Collaborate with the accounting team regarding billing inquiries, exception requests, financial account debit requests, and discrepancies.

• Oversee accounts receivable reports and follow up on overdue invoices.

• Ensure the integrity of billing data and maintain accurate records across various platforms.

• Reconcile tax cash receipts, apply payments to invoices in CCH, and accurately record payment activities in NetSuite.

• Track and manage acquisition fees, ensuring alignment with platform fees.

• Execute additional duties as necessary.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 2 years of experience in finance-related positions.

• Exceptional analytical, problem-solving, and decision-making abilities.

• Familiarity with CCH Practice is advantageous.

• Knowledge of NetSuite is a plus.

• Proficient in Microsoft Office Suite and Salesforce.

• Strong communication and interpersonal abilities, capable of influencing and collaborating with cross-functional teams and senior leaders.

• Outstanding organizational skills - highly detail-oriented, adept at multitasking, excellent follow-through, meticulous, and process-driven in thinking.

• Client-focused mindset, with a commitment to delivering an outstanding client experience.

• Collaborative team player, able to work harmoniously with others.

• Availability Monday through Friday from 8 AM to 5 PM, with the possibility of early or late hours.

• Dedicated home office setup free from interruptions, or a professional office environment.

• Willingness to travel up to 20% of the time.

🏝️ Benefits

• Company-paid Basic Life & AD&D Insurance.

• Company-covered 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 options, 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 for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plan options.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off policy for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that include company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) for recovery, bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company-paid Concierge Services to assist you and your loved ones with various caring needs, including support for aging parents and young children.

• 401(k) Retirement Plan with both Traditional and Roth options, including per pay period matching and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.

• Eligibility for incentive compensation.