Senior Accounting

Senior Accounting & Billing Manager (AutoTask + Xero)Agile IT delivers Microsoft-centric professional and managed services with a mission to operationalize CMMC for the DIB and protect CUI across cloud and on-premises estates. We are seeking a hands-on Senior Accounting & Billing Manager to own end-to-end billing operations (significant AutoTask billing volume) and core accounting/close responsibilities in Xero. This role combines billing execution, invoicing quality control, AR/payments, and operational accounting, with additional ownership of year end 1099 processing and sales tax filings. This is a "doer + improver" role: you will run the day-to-day work accurately and on time, while continuously tightening controls and improving billing/accounting workflows across systems.

Core Tools You Will Use:AutoTask PSA + Billing (primary billing engine; heavy usage)Xero (general ledger, AR, month-end close, reporting)Ramp (expenses and bill pay; coding, approvals, reconciliation)Stripe (credit card + one-time ACH payments)GoCardless (recurring ACH)Multiple bank feedsEarth Class Mail/Postal (online mail + check receipt/deposit workflow)Microsoft recurring billing software (CSP subscription/recurring billing alignment)Key Responsibilities:AutoTask Billing OperationsOwn the billing calendar and execute invoice cycles (recurring, T&M, fixed fee, pass-throughs). Maintain and troubleshoot AutoTask contract setup (billing rules, rate cards, recurring charges, entitlements, invoice templates). Ensure billing inputs are complete and accurate (time entries, ticket/project approvals, work types, expenses, products/charges). Perform invoice QA before release: accuracy, formatting requirements, PO/terms compliance, and correct application of credits/adjustments.

Partner with operations/service delivery to resolve billing blockers and prevent unbilled leakage. Accounts Receivable, Collections, Bills and Cash ApplicationManage AR aging and drive collections with a consistent, professional cadence (statements, reminders, dispute tracking). Administer and reconcile payments:Stripe payment links, payouts, refunds/chargebacks (as needed)GoCardless recurring ACH enrollment, failures, and retriesChecks received via Earth Class Mail; deposit confirmation and applicationIncoming ACH payments applicationApply payments accurately across invoices (partial payments, multi-invoice payments, credits). Code incoming Bills to correct GL accounts in Ramp.comAccounting and Month-End Close (Xero)Maintain clean day-to-day accounting and reconciliations across multiple bank feeds.

Own month-end close tasks including reconciliations, accruals/adjustments (as appropriate), and variance explanations. Ensure alignment between AutoTask billing activity and Xero AR/revenue (tie-outs and exception management). Support AP/expense accounting workflows through Ramp (coding, approvals, reconciliation, policy compliance support). Compliance: 1099s and Sales Tax FilingsOwn the annual 1099 process (contractor/vendor tracking, W-9 collection support, reconciliation, and preparation in Xero and/or Ramp; coordinate e-filing and corrections as needed).

Manage sales tax filings: maintain required reporting support, prepare returns, file on schedule (directly or in coordination with external tax support), and maintain documentation. Process, Controls, and DocumentationBuild and maintain SOPs and checklists for billing runs, cash application, month-end close, and compliance deadlines. Implement controls to reduce billing errors, speed cycle times, and improve audit readiness (even if no formal audit). What Success Looks Like:Billing cycles are on-time and accurate, with fewer exceptions and rework.

AutoTask invoices, payments, and credits are reflected correctly in Xero with clean reconciliations. AR aging improves (lower DSO) through consistent collections and autopay adoption. Month-end close is repeatable, documented, and produces reliable reporting. Required Qualifications:6+ years of progressive experience in billing operations and/or operational accounting.

Demonstrated, hands-on ownership of AutoTask billing or other PSA billing. Strong proficiency in Xero: reconciliations, AR, month-end close, reporting hygiene.

Experience

managing AR and payment workflows (Stripe and/or ACH strongly preferred). High attention to detail and comfort operating in a high-volume billing environment. Ability to partner cross-functionally (operations/service delivery) to resolve billing and contract issues. Preferred Qualifications:Experience in professional services, MSP, or recurring services billing models.

Ramp (or similar expense/bill pay tooling) experience.

Experience

improving billing configuration and controls to reduce leakage and errors. Familiarity with recurring billing/subscription tools and integrations.

Compensation

& Benefits:Competitive executive compensation (base salary + commission):Base Salary: $85,000 - $135,000 (Depending on expertise and domain expertise). Comprehensive benefits package (medical, retirement plan, PTO, professional development). Mission-driven work that directly strengthens the national security supply chain.