MBE CPAs
Remote Jobs
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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
23 Jobs
Accountant/Bookkeeper
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Role Description We have two types of positions currently open – Staff Accountants (Tax and Audit), and Bookkeepers. Accountants/Bookkeepers are a key part of the Client Accounting Services (CAS) team working with clients to provide support for bookkeeping, payroll, and QuickBooks always ensuring compliance with US GAAP and related tax rules and regulations. In particular, you will support: - Accounts receivable by establishing and monitoring client accounts, maintaining collections and aging reports, and reconciling client payments. - Accounts payable including scheduling and paying vendor invoices and monitoring vendor aging reports. - Tracking and managing all fixed assets for financial reporting purposes. - Developing compiled financial statements and sales tax reporting. - Assisting with banking, reconciliation, deposits, ledger entries, and office filing. - Processing payrolls including direct deposits and generating monthly/quarterly/year end statements. - Providing QuickBooks (QB) 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. - Actively pursuing self-development opportunities and continuing education to keep all professional certifications and knowledge of tax legislation current. - Assisting with other duties associated with a full service CPA firm as needed to support the team and our clients. Qualifications - Bachelor's Degree in Accounting, Finance or related field is preferred. - Experience in accounting is a plus, but not required. - Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook. - Strong attention to detail and accuracy. - Excellent verbal and written communication skills in both Bulgarian and English. Benefits - Incredible potential for upward mobility and career growth into your desired area. - Annual allowance for employer branded apparel. - Annual reimbursement for qualified fitness-related expenses. - Complimentary employee snacks, lunches, and beverages to celebrate team events. - Employee outings, events, and gifts. - Flexible work schedules. - Opportunities to work from home.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
Client Accounting Services Department Lead
MBE CPAsMBE 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 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the Role? The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June. What Will I Do? - Lead the strategy, structure, and growth of the CAS practice. - Oversee client advisory engagements and serve as a trusted advisor to key clients. - Build scalable workflows, service standards, and best practices across the CAS department. - Lead, mentor, and develop CAS managers, supervisors, and team members. - Partner with firm leadership on pricing, service offerings, and growth initiatives. - Ensure high-quality service delivery, compliance, and operational efficiency. What Experience and Skills Do I Need to Be Successful? Required Qualifications - 10+ years of experience in accounting and Client Accounting Services. - 5+ years in a leadership or senior management role within CAS or outsourced accounting. - Proven experience building, scaling, or transforming a CAS or bookkeeping practice. - Strong knowledge of accounting standards, payroll, and outsourced accounting services. - Experience leading teams and managing multiple client engagements. Key Skills - Strategic and entrepreneurial leadership mindset. - Strong client advisory and relationship management skills. - Ability to build processes, teams, and scalable service models. - Comfort driving change and innovation within a growing firm. - CPA or similar professional certification preferred. Why Join This Opportunity? - Build a CAS practice from the ground up with firm leadership support. - High-impact leadership role with visibility and influence. - Entrepreneurial firm culture that values innovation and growth. - Opportunity to shape services, processes, and team structure. - Long-term career growth and upward mobility within the firm. Work Schedule & Travel - Full-time position. - Periodic travel required (approximately 6–8 times per year). - Role may be based in one of our offices, hybrid, or remote, depending on experience. How Do I Apply? Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn. About the Firm MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.
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