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Full Time

Billing Specialist - Wealth Solutions/ 1 week ago

US

Mercer Advisors
$27 - $31 /hourly

Job Description:

US-remote billing job with Mercer Advisors creating invoices, tracking payments, and following up on unpaid balances for its tax department. Bachelor's degree or equivalent experience plus 2+ years in finance-related roles. Pay $27 to $31 an hour.

About the Role

Mercer Advisors is hiring a Billing Specialist for its Wealth Solutions tax department. You will handle daily accounts receivable work: creating invoices as tax returns are completed, tracking and reporting what is owed, collecting payments, and keeping billing records accurate across systems.

What You Will Do

  • Track, report, and update accounts receivable and give leadership a weekly revenue and collections snapshot
  • Create and send invoices as tax returns are completed
  • Collect client authorizations and signatures for account debits and help clients make payments
  • Work with the accounting team on billing questions and fix discrepancies
  • Follow up on all outstanding invoices
  • Reconcile tax cash receipts, apply payments in CCH, and record payment activity in NetSuite

What You Need

  • Bachelor's degree or equivalent experience
  • 2+ years of experience in finance-related roles
  • Proficiency with Microsoft Office and Salesforce
  • Strong organization and attention to detail
  • A client-first attitude and good communication skills
  • Nice to have: CCH Practice and NetSuite experience

Location & Pay

Remote in the US (home office). Full time, Monday to Friday 8 AM to 5 PM, with occasional early or late hours and travel up to 20%. Base pay $27 to $31 an hour plus incentive compensation. The initial application deadline is 11/29/2026; applications after that may be considered on a rolling basis.

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Mercer Advisors

Mercer Advisors

  • Website
    https://www.merceradvisors.com
  • Address
    United States of America
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