About TaxValet
We’re not just a tax company. We’re an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn’t fulfilling and enjoyable, what’s the point? At our company, our Core Purpose is to “transform negative emotions into something positive for our clients, partners, and each other”. It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.
As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours.
We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of around 100 teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why.
As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.
We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values:
- Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others.
- Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future.
- Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned.
- Crush It: We relentlessly pursue exponential impact in our business and life.
- Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry.
If you're enthusiastic about transforming negative emotions into something positive and want to join the #2 Best Remote Workplaces in America, we'd love to hear from you!
Title: Billing Operations Specialist
Location: 100% Work from home in the Philippines, specifically in Luzon, Cebu City, Davao City and Iloilo City only
Shift: Flexible late shift - Core working hours from 8:30PM-1:30AM PHT (remaining hours can be completed before or after that)
About The Role
The Billing Operations Specialist is responsible for managing client billing operations, subscription updates, invoicing, refunds, and revenue-related administrative processes within Zoho Billing. This role ensures billing accuracy, timely invoicing, proper account setup, and smooth coordination between onboarding, ongoing client management, and offboarding processes.
Your Qualifications
We’re looking for someone who is ready to learn and grow professionally and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:
Professional
- 1–2 years of experience in Zoho Billing, invoicing, or revenue operations.
- Proven accuracy and attention to detail in financial and billing processes.
- Excellent time management; able to handle multiple tasks and deadlines efficiently.
- Bachelor’s degree in Business, Accounting, Finance, or equivalent experience.
Interpersonal
- Client Champion: Communication is your jam. You handle heavy client interaction with ease, writing excellent emails and turning anxious client conversations into inspiring partnerships.
- Project Driver: You proactively bring order to chaotic situations, handle an ever-changing calendar, and confidently set client boundaries or follow up to hit deadlines.
- Problem Solver: You combine high attention to detail with a curious mind—knowing how to follow processes while thinking creatively beyond the standard approach.
- Culture & Candor: A true team player who lives our core values and isn't afraid to challenge the status quo to advocate for what's best for the team and clients.
Please note that the final step before being hired is for you to arrange reference calls with three of your former managers.
Your Primary Responsibilities
- Client Onboarding & Billing Account Setup. You will manage the billing setup process for newly onboarded clients by creating client profiles in Zoho, establishing initial subscriptions, and setting up bank account details to ensure accurate and timely billing activation.
- Billing Management & Client Invoicing. You will handle client billing operations, including setting up and updating billing subscriptions, reviewing and resolving billing inquiries, and issuing invoices for special projects and services. The role is also responsible for creating credit notes for billing adjustments, managing refunds, and coordinating billing adjustments with clients and internal stakeholders to maintain billing accuracy and client satisfaction.
- Client Payment Management. You will manage client payment-related processes by maintaining accurate payment records, coordinating payment method and bank account updates, monitoring billing transactions, following up on outstanding balances, and assisting clients with payment-related concerns to ensure timely and accurate payment processing.
- Billing Review & Reconciliation. You will conduct regular billing reviews and reconciliations to ensure alignment between billing records, permit data, and internal systems.
- Subscription & Pricing Updates. You will manage subscription and pricing updates resulting from permit changes, approved discounts, annual price increases, and other billing modifications while ensuring all updates are properly documented and communicated.
- Internal Coordination & Support. You will collaborate with internal teams to resolve billing concerns, provide updates regarding account and subscription changes, support billing-related inquiries during audits and reviews, and assist with pulling billing reports and financial data as needed.
- Referral & Commission Tracking. You will maintain and update client referral source information, monitor partner commission eligibility, manage referral expiration dates, and issue applicable referral credits for clients who successfully refer new business.
Specific Measures of Success
No surprises here! After a year on the job, you’ll be measured by these specific outcomes:
- Client Onboarding Billing Setup. 100% on time completion of these tasks to ensure a smooth process for new clients while in onboarding.
- Billing Management & Client Invoicing.
Completed invoice and credit notes creation requests within 5 business days.
Client billing issues are resolved on average within 14 business days.
- Billing Review & Reconciliation. 100% of clients due for the month have been scrubbed with no irreconcilable differences.
- Subscription & Pricing Updates. 100% on-time completion of Price Increases and corresponding tasks for existing clients.
- Referral & Commission Tracking.
100% accuracy of partner referral data entered into the billing system within 30 days of the client’s onboarding start date.
100% of internal/client referral credits applied to the ledger within one billing cycle of onboarding completion.
- Client Communication. Responds and take action to all tickets received within 2 business days from date of ticket assignment
- Completion of online education and training. 3 hours per quarter of educational training.
Compensation and Benefits
We believe working side-by-side with an awesome team is the greatest benefit there is, but there are other reasons why we love working at TaxValet including:
- Monthly flat salary - 56,199php
- 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year.
- 3 additional days off per year to volunteer
- 100% Remote work with flexible working hours
- The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)
Some intangible benefits include:
- Don't just take our word for it—see what our employees have to say:
- We’re proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026
- TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
- For the past 5 years, we've proudly maintained an impressive eNPS score of over 90!
- Our team has consistently awarded us a 4.9-star rating on Glassdoor!
- Come join us and find out why!
- We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
- We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
- We are proud to have a diverse team of employees where everyone’s voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas.
Are You Our Next Teammate?
We review every application with care, so the more effort you put into your resume and cover letter, the better! If there’s a mutual fit, we’ll reach out to schedule a chat.
Our Commitment to Inclusion
We are actively building an inclusive culture and encourage applications from all backgrounds, especially historically marginalized communities. Research shows that great candidates—particularly women and people of color—sometimes hold back from applying if they don't hit 100% of the criteria. If you're excited about this role, please apply! We’d love to consider you.
