Senior Billing Tax Specialist

Bring Your Expertise. Make an Impact. Are you an experienced billing and tax administration professional looking for an opportunity to play a key role in the day-to‑day operations of a growing professional services firm? Do you have extensive experience managing billing processes within a mid‑to‑large‑sized CPA firm while also supporting tax administration during tax season? If you are organized, proactive, collaborative, and comfortable managing multiple priorities, this could be an excellent opportunity to join Cerity Partners. This can be a hybrid or fully remote position. What Makes This Opportunity Different Meaningful ownership: Take primary responsibility for the firm's monthly billing process and related reporting. Broad impact: Support both billing operations and the Tax Services team, particularly during tax season. Collaborative environment: Partner with firm leadership, corporate finance, tax professionals, and clients. Flexibility: Work in a hybrid or fully remote environment with flexibility in how and where work gets done. Team-oriented culture: Join a team that values collaboration, professionalism, and stepping in wherever needed to support shared success. At Cerity Partners, our people work together to deliver exceptional service to our clients. This role plays an important part in supporting both the firm's financial operations and the Tax Services team, ensuring billing processes are handled accurately and efficiently while helping the tax team meet critical deadlines. A Role with Broad Responsibilities The Senior Billing & Tax Professional Specialist will be responsible for managing the firm's monthly billing process based on billing instructions prepared by partners. This includes processing invoices and adjustments, producing billing and collection reports, monitoring accounts receivable, responding to client billing inquiries, and coordinating with partners and the corporate finance team. In addition, the role will support the Tax Services department through administrative and tax processing responsibilities, including tax return assembly, e‑filing, and electronic filing of tax data received from clients. The ideal candidate is an energetic, self-directed professional with extensive billing experience in a mid‑to‑large‑sized CPA firm and tax administrative experience during tax season. This individual should have a strong team spirit, the ability to work effectively with a variety of personalities, and the ability to remain calm and focused during stressful periods. Primary Responsibilities Process and send monthly billing based on billing instructions prepared by partners. Produce required billing and accounts receivable reports. Post daily deposits and communicate with partners and clients regarding billing inquiries. Process write‑offs, billing adjustments, and transfers. Coordinate with Cerity Partners' corporate finance/accounting team. Assemble tax returns, including downloading tax documents through DocuSign or SafeSend and Lacerte, editing, and electronically filing returns. Perform tax processing functions across multiple software systems. Scan and photocopy tax returns and documents. Prepare and mail tax organizers during tax season. Assemble and mail client tax return copies. Collaborate with the firm's other tax and administrative personnel. Work overtime during tax deadlines, including some weekends, as needed. Maintain strict confidentiality and exercise sound judgment when handling client, partner, and firm financial information. Support other administrative tasks and responsibilities as needed. Required Qualifications Minimum of 6–7 years of experience with primary responsibility for billing in a mid‑to‑large-sized CPA firm, along with tax administrative experience. Experience working in a paperless office environment. Working knowledge of Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint. Proficiency with Adobe Acrobat. Lacerte, CCH Workstream, and SafeSend experience preferred. Strong organizational skills with a focus on efficiency and accuracy. Ability to manage multiple tasks and priorities simultaneously. Proactive, flexible, and willing to step in wherever needed to support the team. Strong team spirit and ability to work effectively with individuals with varying personalities and working styles. Ability to remain calm, focused, and productive during high‑pressure periods and tax deadlines. Self‑directed and self‑managed with excellent judgment and discretion. Strong commitment to collaboration and teamwork. Ability to maintain strict confidentiality regarding client, partner, and firm financial information. Compensation Range $100,000 - $120,000 Why Cerity Partners Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long‑term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr Cerity Partners