Billing and Collections Manager

WHY JOIN TAXRISE?

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Billing and Collections Manager is responsible for overseeing all aspects of client billing, collections, and account reconciliation. You'll lead a team of billing specialists to ensure that invoices are issued accurately and on time, collection efforts are effective and proactive, and client account issues are resolved promptly. This role will report directly to the Chief Financial Officer and will work closely with Sales, Quality Assurance, and Client Success to drive business outcomes, client satisfaction, and retention.

This is a 100% on-site position at our Irvine, CA office. We're all about that in-person energy-collaboration, innovation, and growth happen best when we're together. If you're ready to lead a high-performing team in a dynamic environment, we want to meet you.

HOW YOU'LL BE REWARDED

At TaxRise, we believe great work deserves great rewards. As our Billing and Collections Manager, you'll receive a competitive compensation package, exciting bonus opportunities, and access to perks that make coming to work something to look forward to.

Base Salary: $100,000 - $110,000 per year
Monthly Bonus: Average $3,000 - $5,000 per month, based on collection rate

WHAT YOU'LL DO

Team Leadership & Development

Lead and develop a team of billing and collection specialists by setting clear expectations, providing ongoing training, and supporting professional growth.
Conduct weekly team meetings, one-on-ones, and real-time coaching to drive performance and maintain a culture of continuous improvement.
Approve timecards, manage time-off requests, and ensure optimal scheduling for department coverage.

Billing & Collections Oversight

Oversee all billing operations, ensuring invoices are issued accurately and in a timely manner.
Proactively manage collections, decrease overdue balances, and reduce client cancellations by implementing effective processes and client retention strategies.
Analyze billing and collection data to evaluate team performance, productivity, and process accuracy.

Cross-Functional Collaboration

Partner with Sales, Quality Assurance, and Processing to resolve billing concerns and retain clients.
Coordinate process improvements and tech solutions that streamline billing and collection workflows.
Maintain open lines of communication with internal and external stakeholders to drive problem resolution and improve the client experience.

Reporting & Process Management

Monitor key performance indicators such as Days Sales Outstanding (DSO) and Collection Effectiveness Index (CEI).
Provide weekly and monthly performance reports to senior leadership.
Identify and implement billing system enhancements and policy updates to ensure efficiency and consistency.
Conduct regular audits of team calls and system notes to ensure high service standards are met.

WHAT YOU'LL NEED TO HAVE

Proven success leading a billing and collections team in a fast-paced, client-centric environment.
At least 8 years of experience in accounts receivable, billing, or collections, with 3+ years in a leadership role.
Experience in financial services, consumer lending, tax relief, or a related industry strongly preferred.
Ability to prioritize tasks, manage time effectively, and make decisions that balance customer satisfaction with business objectives.
Strong written and verbal communication skills with the ability to coach, mentor, and collaborate across departments.
High level of proficiency with CRM systems (preferably Salesforce), Google Workspace, TalkDesk, and Microsoft Excel.
High level of proficiency in managing and leveraging outbound dialer systems to optimize contact rates, improve collection outcomes, and ensure team productivity
A forward-thinking mindset with a desire to improve processes and deliver results.
Associate's degree in Accounting, Finance, Business Administration, or related field.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off (Vacation, Sick Days, Company Holidays)
Wellness Days to recharge when you need it most
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.