Billing Specialist - Wealth Solutions

Mercer Advisors

10d • $27 - $31

About The Position

The Billing Specialist provides daily accounts receivable support within the Wealth Solutions Tax Department. The role creates and shares invoices, tracks and reports open items, supports collections, and maintains accurate billing records and data across platforms. It works closely with department leadership, clients, vendors, and the accounting team to resolve billing issues and ensure payments and receipts are properly recorded.

The position follows standard business hours Monday through Friday, 8 a.m. to 5 p.m., with occasional early or late hours to meet business tasks and client deadlines. Work may take place in a professional office or a dedicated home office workspace free of interruptions. Basic technology is provided. The role involves routinely sitting and standing, does not require lifting more than 10 pounds, and assumes travel up to 20% of the time.

Requirements

• Bachelor's degree or equivalent experience.
• At least 2 years of experience in finance-related roles.
• Excellent analytical, problem-solving, and decision-making skills.
• Proficiency with Microsoft Office tools and Salesforce.
• Strong communication and interpersonal skills, including the ability to influence and collaborate with cross-functional teams and senior leaders.
• Strong organization and attention to detail, with multitasking ability, follow-through, meticulousness, and a process-driven approach.
• Client-first attitude and commitment to providing an excellent client experience.
• Collaborative team player able to work effectively with others.

Nice To Haves

• Experience using CCH Practice.
• Experience using NetSuite.

Responsibilities

• Track, report, and update accounts receivable as part of day-to-day operations.
• Provide department leadership with a weekly snapshot of revenue and collections.
• Update procedures and ensure accuracy and data integrity.
• Communicate and collaborate with employees, managers, clients, and vendors to resolve issues or conflicts.
• Create, document, and share invoices as tax returns are completed.
• Collect and manage client authorizations and signatures for financial account debits.
• Support clients with making payments when needed.
• Work with the accounting team on billing inquiries, exception requests, financial account debit requests, and discrepancy resolution.
• Manage accounts receivable reports from accounting and follow up on outstanding invoices.
• Maintain billing data integrity and accurate records across platforms.
• Reconcile tax cash receipts, apply payments to invoices in CCH, and ensure payment activity is accurately recorded in NetSuite.
• Track and manage acquisition fees, including aligning fees across the platform.
• Perform other duties as needed.

Benefits

• Company-paid basic life and AD&D insurance.
• Company-paid short-term and long-term disability insurance.
• Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
• Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan.
• Kaiser medical plans available in California.
• Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
• Two dental plans.
• Vision insurance.
• Dependent Care Savings Account for child and dependent care.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid parental leave for 8 weeks.
• Maternity benefits, including company-paid short-term disability, supplemental short-term disability where applicable, and 8 weeks of parental leave.
• Adoption assistance reimbursement program.
• Company-paid concierge services for caregiving and other needs.
• 401(k) plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
• Incentive compensation program eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level