Operations and Billing Coordinator

Align Tax Consulting is a leading specialized tax consulting firm focused on delivering tailored tax strategies to businesses. We partner closely with CPAs and their clients to maximize tax benefits through strategic tax incentives including cost segregation studies, utility sales tax exemptions, R&D tax credits, and 179D energy efficiency deductions. With deep expertise in rapidly evolving tax laws, our team ensures that businesses can confidently navigate these changes to capture every available benefit.

Our company is quickly growing, and we are seeking a qualified Operations and Billing Coordinator to join our tight-knit team. The ideal candidate will have a strong background in billing processes and customer relationship management (CRM) systems. This role is crucial for maintaining accurate billing records, managing customer accounts, and ensuring a seamless experience for our clients.

A career at Align Tax Consulting gives individuals the opportunity to grow professionally and personally in a team environment. Benefits include:

• Generous paid time off
• 401k matching and wellness benefits.
• Collaborative and relaxed working environment that supports both work-life balance and hard work.
• Team building and social outings, community outreach, and philanthropy activities.
• Competitive salary based on experience.

What you will need:

• Attention to detail with a self-starter mindset.
• Strong organizational skills.
• Excellent professional verbal and written communication skills.
• Experienced in Microsoft Excel, Word, Outlook, PowerPoint, and Adobe.
• Experience in Zoho CRM is desirable but not required.
• Experience in QuickBooks is desirable but not required.
• Ability to learn new software and tasks.
• Excellent time management skills and ability to prioritize work.
• 2 years administrative support experience a plus.

Responsibilities:

• Manage the end-to-end billing process, including invoice generation, payment processing, and account reconciliation.
• Generate and analyze billing reports to track revenue and identify trends.
• Assist in the implementation and optimization of CRM tools and processes to enhance customer engagement and support.
• Respond to customer queries related to billing and account management in a timely and professional manner.
• Provide administrative support for shareholders, leaders, and employees across the firm.
• Answer and direct phone calls.
• Organize, save, and assist with data entry for digital files and information as needed for various projects.
• Order office supplies, food, and beverages for the firm and ensure all areas are stocked appropriately.
• Submit and reconcile expenses reports.

Next Steps:

If you're ready to make a meaningful impact and grow with Align Tax Consulting, we encourage you to apply! Please submit your resume and a cover letter detailing your experience and interest in the position. Our team will review applications and contact qualified candidates to discuss next steps in the hiring process. Thank you for considering a career with us, and we look forward to speaking with you soon!