Billing Manager | Tax Group in Tampa at CBIZ

Date Posted: 1/9/2023

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions: 

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides, business consulting, tax, and financial services.

The Billing Manager will work with Managing Directors, Directors, and fellow administrative staff to facilitate the timely billing and collection of accounts receivable.  This position will evolve into a Supervisory role.

Essential Functions and Primary Duties

•     Establish a working relationship with assigned Managing Directors and Directors to determine billing needs for each of their clients

•     Analyze WIP in contracts in order to preapre draft invoices for Directors and Managing Directors to review/approve and deliver such invoices to our clients

•     Submit billing adjustments or receivable write offs to the Assistant Controller for approval

•     Provide timely WIP, AR, and client account history reporting to Managing Directors and Directors as needed

•     Provide copies of invoices, credit memos, account reconciliations, or other supporting documents to clients as requested

•     Help maintain client contact information including names, titles, phone numbers, and email addresses

•     Additional responsibilities as assigned

Minimum Qualifications Required

•     Bachelor’s Degree required

•     1+ years of relevant work experience

•     Strong understanding of all Microsoft office packages, particularly Excel

•     Prior billing experience

•     Strong attention to detail

•     Exemplary customer service skills, including excellent judgement and discretion

•     Professional telephone manner and office demeanor; A spirit of co-operation and a positive “can do” attitude

•     Ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

•     Ability to work in team environment as well as independently / remotely

•     Ability to prioritize multiple responsibilities; Ability to take initiative and to work well under pressure and to meet deadlines

•     Infrequent travel between our Boston, MA and Providence, RI locations may be required

•     Flexibility to work outside normal office hours - particularly during periods of high billing volume in the Spring and Fall

Preferred Qualifications

•     Bachelor’s degree in business, accounting, or relevant field

•     Experience working in the accounting industry in an audit, tax or admin role

•     Experience with Practice Engine time and billing software


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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