Payments Manager

Milestone Tax Solutions is a fast-growing startup providing IRS tax resolution services for its clients. We’re dedicated to helping individuals get a fresh start by resolving their tax challenges efficiently and empathetically. Our innovative approach combines technology, creativity, and personalized service to guide clients back to financial stability.

We’re building a team of driven professionals who thrive in a dynamic, entrepreneurial environment. If you’re an experienced enrolled agent who is passionate about problem-solving, eager to make an impact, and ready to shape the future of tax resolution, we’d love to hear from you!

Job Summary:

The Accounting Manager will oversee the day-to-day financial operations of the firm, ensuring accuracy in client billing, vendor account management, and client financing. This role involves supervising a small team, managing client billing, handling reconciliations, and collaborating with tax resolution professionals to support client financial strategies.

Supervisory Responsibilities:

• Manage client billing for tax resolution services.
• Present financing options to clients in a clear, ethical, and professional manner.
• Submit credit applications to multiple lenders; secure competitive approvals.
• Manage payment processing staff who will ensure payments are made and contact clients for any NSF or failed payments to reschedule.
• Prepare weekly payroll and commission reports.
• Pay all approved invoices within appropriate vendor timelines.
• Add new vendors after ensuring all required paperwork is received and approved.
• Create weekly affiliate revenue share reports and submit for payment
• Act as a liaison between accounting department and vendors.
• Review vendor statements on a monthly basis to ensure all activity has been recorded.
• Ensure all invoices are recorded in compliance with month-end closing calendar and prepare journal entries for Controller.
• Enter wire payments to applicable financial institutions.
• Assist in the preparation of financial statements and balance sheet account reconciliations, along with other reports such as corporate cash report, room tax returns, and others.
• Secure documents for annual audit and other regulatory agencies.
• Perform monthly, quarterly and annual compliance issues.

Required Skills/Abilities:

• Bachelor’s degree in Accounting or Finance (CPA preferred but not required).
• 5+ years of accounting experience, preferably in a financial services or tax-related environment.
• Experience in tax resolution or public accounting is a strong plus.
• Proficiency in accounting software (e.g., QuickBooks, Xero) and Excel.
• Proficiency in CRM software.
• Strong understanding of financial reporting, budgeting, and reconciliations.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and handle sensitive client financial information with discretion

Milestone Tax Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other protected characteristic as outlined by federal, state, or local laws.