Billing Specialist - Wealth Solutions
Core
Provides daily accounts receivable support, creating invoices, tracking collections, and reconciling tax cash receipts for the Wealth Solutions Tax Department.
Role type
Billing Specialist
Builds
Invoices, collection reports, and accurate billing records for tax returns and financial account debits.
Domain
Financial services / Wealth management / Tax department
Required skills
Accounts receivable management, invoice creation, payment reconciliation, data integrity maintenance, stakeholder communication, MS Office suite, Salesforce, CCH Practice (preferred), NetSuite (preferred)
Preferred skills
CCH Practice, NetSuite
Responsibilities
Create and document invoices for tax returns, reconcile tax cash receipts and apply payments, track and manage acquisition fees, generate weekly revenue/collection snapshots, resolve billing discrepancies, maintain accurate billing data records.
Seniority
Mid-level, individual contributor