Job Location:
Dallas – HDQ

We love finance, software, and (believe it or not), taxes – that’s why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax – working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking an Accounting Specialist II that will be responsible for a variety of accounting activities, primarily related to full-cycle Accounts Payable.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

  • Independently research and resolve issues including reviewing historical activity, interacting with suppliers, and interacting with business counterparts.

  • Provide customer service support to business counterparts by resolving issues and questions regarding the timing and status of invoices and payments.

  • Communicate to business counterparts the accounting policies and procedures related to accounts payable to ensure adherence with internal controls.

  • Process a high volume of invoices daily, including data entry, coding, and settlement.

  • Record and enter accrual for invoices in accordance with established procedures and standard business practices.

  • Operate and process invoices either with or without purchase order support.

  • Provide assistance related to reconciling balance sheet accounts and researching activity in income statement accounts.

  • Perform special projects and other job duties as requested.

  • Cross-train on Treasury function, which includes preparing bank deposits, reconciling commission cycles, the transmission of transfers/wires, and bank account maintenance/support.

  • Other job duties as defined. 

Education & Experience

  • 2+ years of full-cycle Corporate Accounts Payable experience required.

  • Basic to intermediate experience with Microsoft Outlook, Excel, and Word is required.

  • Prior experience with Workday ERP preferred.

  • Strong understanding of general accounting concepts related to the processing of invoices such as prepaid, accruals, and fixed assets.

  • Outstanding attention to detail, organizational skills, and follow-through.

  • Excellent interpersonal, written, and verbal communication skills.

Physical Demands & Work Effort

  • Keying/Typing, standing, walking.

  • Sitting for an extended period.

  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.

  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of the job.

  • Compliance with company attendance standards.

  • In-office attendance is required; 100% remote assignment is not available for this role.

Comprehensive Benefits

We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.

Base Salary Range:

$18 – $27 per hour; Variable incentive compensation eligible.

The salary range shown is representative of what Avantax expects to pay for this job. Actual salary may vary based on job-related knowledge, skills, experience, and geographic location.


At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at HR@Avantax.com, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.