What's the role? Our Client Accounting Services (CAS) Managers are a key part of the CAS team working with clients to provide support for bookkeeping, payroll, and QuickBooks always ensuring compliance with GAAP and related tax rules and regulations. This includes:
Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls including direct deposits and generating monthly/quarterly/year end statements. Providing QuickBooks support and consulting including training clients on managing their records in QB on an as-needed basis. Supporting client by providing catch up of the year's financial activity in order to produce tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Two year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Accounting/bookkeeping experience in a business or CPA firm setting. Experience managing multiple clients highly desired. Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook. Strong attention to detail and accuracy. Oral and written communication skills to support building client relationships. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:
Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally overtime is not expected except during January and February when the CAS team works about 50 hours per week for year end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. We also welcome part time team members!
How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for? See all MBE CPA's openings at or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.
More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 14 office locations including 11 in Wisconsin in Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus 1 office in Chandler, Arizona and offices in Scottsbluff and Kimball, Nebraska. Learn more here:
