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. Job Type: Full-time Pay: $60,000.00 - $65,000.00 per year Benefits: • Dental insurance • Health insurance • Life insurance • Paid time off • Vision insurance Schedule: • 8 hour shift • Monday to Friday Work Location: In person