Senior Billing Tax Specialist

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

📋 Description

• Prepare and dispatch monthly billing based on the instructions developed by partners.

• Generate necessary billing and accounts receivable reports.

• Record daily deposits and liaise with partners and clients regarding billing questions.

• Handle write-offs, billing corrections, and transfers.

• Collaborate with the corporate finance/accounting team at Cerity Partners.

• Compile tax returns, which includes downloading tax documents via DocuSign or SafeSend and Lacerte, editing, and electronically submitting returns.

• Execute tax processing tasks across various software platforms.

• Scan and photocopy tax returns and relevant documents.

• Prepare and distribute tax organizers during the tax season.

• Assemble and send copies of client tax returns.

• Work together with the firm's tax and administrative staff.

• Be available for overtime during tax deadlines, including weekends, as necessary.

• Uphold strict confidentiality and apply sound judgment when dealing with client, partner, and firm financial information.

• Assist with additional administrative tasks and responsibilities as required.

⛳️ Requirements

• At least 6–7 years of experience predominantly focused on billing in a mid-to-large-sized CPA firm, combined with tax administrative experience.

• Experience in a paperless office setting.

• Proficient in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

• Skilled in using Adobe Acrobat.

• Familiarity with Lacerte, CCH Workstream, and SafeSend is preferred.

• Excellent organizational skills with an emphasis on efficiency and precision.

• Capability to juggle multiple tasks and priorities at once.

• Proactive, adaptable, and ready to assist wherever needed to support the team.

• Strong team-oriented mindset and the ability to collaborate effectively with individuals of diverse personalities and work styles.

• Capacity to stay calm, focused, and productive during high-pressure situations and tax deadlines.

• Self-motivated and capable of managing oneself with sound judgment and discretion.

• Strong dedication to teamwork and collaboration.

• Ability to maintain strict confidentiality regarding the financial information of clients, partners, and the firm.

• Candidates must be authorized to work for any employer in the U.S.

🏝️ Benefits

• Health, dental, and vision insurance – effective from day one!

• 401(k) savings and investment plan options with a 4% match.

• Flexible PTO policy.

• Parental Leave.

• Financial support for advanced education and professional certifications.

• Opportunities to contribute time to local community initiatives.

• Commuter benefits.