Senior Billing Tax Specialist

About the Role

Cerity Partners is seeking an experienced billing and tax administration professional to manage the firm's monthly billing process and support the Tax Services team, particularly during tax season. This role takes primary responsibility for billing operations while also assisting with tax return assembly, e-filing, and other administrative tax functions. The position offers hybrid or fully remote work flexibility.

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.

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

$100,000 - $120,000

Benefits

• 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