Billing Tax Specialist

Job Description

Job Description

Job Title: Billing Tax Specialist Job Description

The Billing Tax Specialist supports a critical tax filing and compliance process within the bonds business, with a primary focus on documentation management, compliance workflows, and coordination with internal teams and external vendors. This role centers on gathering, reviewing, and transmitting supporting documentation for tax filings rather than preparing tax returns, and plays a key part in reducing a significant backlog of outstanding filing actions. The successful candidate will be highly organized, detail-oriented, and comfortable managing a high volume of requests in a fast-paced, process-driven environment.

Responsibilities

• Support the tax filing process for agency bond business and related transactions by managing documentation and workflow activities.
• Review, gather, and compile supporting documentation required for tax filings, ensuring completeness and accuracy.
• Coordinate the secure transmission of documentation to external vendors responsible for completing tax filings.
• Manage and track requests generated through the policy management system to ensure timely handling and resolution.
• Assist with reducing a large backlog of open filing actions by prioritizing tasks and driving them to completion.
• Review tax filings for completeness and accuracy before submission to ensure they meet internal standards and regulatory requirements.
• Partner closely with internal Tax team members and external vendors throughout the filing process to resolve questions and keep work moving.
• Maintain detailed records of filings, documentation, and communications in accordance with internal procedures and regulatory guidelines.
• Monitor workflow queues and follow up on outstanding items to keep filings progressing through the process.
• Perform administrative and documentation processing tasks, including data entry, document processing, and filing related to tax and insurance activities.
• Use Excel and other Microsoft Office tools to perform data entry, reconcile detailed data, and support billing, reconciliation, or reporting functions as needed.
• Contribute to process improvement initiatives and support AI-driven operational efforts by following standardized procedures and providing feedback on workflow efficiency.
• Work independently after training while collaborating with cross-functional teams to meet deadlines and support high-priority initiatives.

Essential Skills

• Experience in compliance, documentation management, operations support, or administrative processing.
• Demonstrated experience gathering, reviewing, and organizing supporting documentation for regulatory or operational processes.
• Strong attention to detail and accuracy when handling high volumes of documentation and data.
• Ability to manage multiple priorities and a substantial workload in a fast-paced, evolving environment.
• Strong organizational and follow-up skills to track requests and ensure timely completion of tasks.
• Prior administrative and organizational skills with a focus on documentation and workflow coordination.
• Working knowledge of general accounting principles to support billing, reconciliation, and related activities.
• Proficiency with Microsoft Office, particularly Excel and Outlook, including comfort with Excel data entry and data reconciliation.
• Ability to digest and reconcile detailed data using spreadsheets and related tools.
• Comfort working in manual, process-driven environments with defined procedures and workflows.
• Ability to work independently after training while collaborating effectively with cross-functional teams.
• Strong communication skills to coordinate with internal Tax team members and external vendors.
• Interest in or exposure to tax, accounting, or administrative tax filing processes.
• Experience with data entry, document processing, and administrative documentation tasks.

Additional Skills & Qualifications

• Insurance industry experience, particularly in agency or bonds-related business, is a plus but not required.
• Tax filing experience, including exposure to regulatory or compliance filings, is helpful but not required.
• Experience with surplus lines tax filings is a strong plus.
• Background in insurance licensing or regulatory compliance is beneficial.
• Familiarity with agency management systems; experience with Nexsure is a plus.
• Experience supporting billing, reconciliation, or reporting functions within financial or insurance environments.
• Exposure to policy management systems and workflow or queue-based processing tools.
• Interest in gaining experience with tax and regulatory processes, including large-scale process improvement efforts.
• Ability to adapt to evolving procedures and contribute to continuous improvement initiatives.
• Comfort working with AI-driven operational initiatives and new technologies as they are introduced.

Work Environment

This is a full-time role at 40 hours per week, with a schedule that is flexible within core hours of 8:00 a.m. to 5:00 p.m. The position follows a hybrid work model, with four days per week in the office under normal circumstances. During the first month, the role requires five days per week in the office to support hands-on training and onboarding. The environment is collaborative and process-driven, with close interaction between the Tax team, operations staff, and external vendors. Team members use Microsoft Office tools, particularly Excel and Outlook, as well as policy management and agency management systems such as Nexsure. The workplace emphasizes detailed documentation, compliance with internal procedures, and participation in large-scale process improvement and AI-driven operational initiatives, providing opportunities for professional growth in tax, regulatory, and insurance operations.

Job Type & Location

This is a Contract position based out of Miami, FL.

Pay and Benefits

The pay range for this position is $24.00 - $26.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Miami,FL.

Application Deadline

This position is anticipated to close on Sep 22, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on us.fitly.work for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.