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.

Welcome! We’re excited you’re considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you’ll find other important information about this position. Come join our Peak Health team at WVU Medicine as a Member Services Representative, contributing to the foundation for an innovative, Peak Advantage Medicare plan. The Medicare Membership Services Representative will take inbound calls from Peak Health Medicare Advantage members, and providers answering questions ranging from general information to complex inquires on a wide range of issues. This role will work with management and peers on the Peak team to research and resolve member issues and questions. In addition to taking inbound calls, will make outbound calls to members and providers with issue resolution or to gather further information. Candidates should expect to work an 8-hour shift, between the hours of 7:30 am – 8:00 pm Monday – Friday. MINIMUM QUALIFICATIONS: EDUCATION, CERTIFICATION, AND/OR LICENSURE: 1. High School diploma or equivalent EXPERIENCE: 1. One (1) year of experience with handling Medicare claims or related experience PREFERRED QUALIFICATIONS: EDUCATION, CERTIFICATION, AND/OR LICENSURE: 1. Associate Degree, or greater, in related healthcare field. EXPERIENCE: 1. Three plus years’ experience in a fast-paced call environment with processing and/or customer service experience. 2. Two years’ experience in Medicare benefits 3. Two years’ experience in knowledge of CMS guidelines CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned. 1. Verify member information while addressing general questions. 2. Responds to and resolves all issues/inquires to assure an efficient and seamless member experience. 3. Maintains open channels of member communications doing outreach as required. 4. Understanding of Medicare claims processing, and related inquiries. 5. Meets all production and quality standards, maintaining work queues according to department standards. 6. Effectively communicates with internal and external staff. 7. Elevates issues to next level of supervision, as appropriate. 8. Ensures accuracy of information gathered and shared on a member’s behalf. 9. Attends all required training classes, demonstrating proficiency and ability to learn. 10. Other duties as deemed appropriate by the Management Team. 11. Maintain accurate documents, including timekeeping records PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Ability to sit for extended periods of time. 2. Ability to answer phone calls for extended periods of time. 3. Lifting 10-25 lbs. 4. Travel Requirement: 0%-25% WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Standard office environment with electrical equipment (i.e., telephone, personal computer, copier, fax machines, etc.) 2. Computer Software/Systems include but not limited to Microsoft Office Professional Suite (Outlook, Word, Excel, Access) Internet Explorer and EPIC SKILLS AND ABILITIES: 1. Working Knowledge of administrative and clerical procedures and systems such as word processing and managing files and records. 2. Ability to take direction and to navigate through multiple systems simultaneously. 3. Excellent written and oral communication, customer service, interpersonal skills, and telephone etiquette. 4. Ability to solve problems with predefined methods and guidelines to drive improved efficiencies and customer satisfaction. 5. Familiarity with Medical insurance services process. 6. Requires exceptional attention to detail, the ability to be organized and to be able to perform multiple tasks simultaneously. 7. Ability to work remotely – this includes reliability, self-motivation, focus & time management skills. Additional Job Description: Will work rotating weekend shifts, candidates should expect to work an 8-hour shift, between the hours of 7:30 am – 8:00 pm Monday – Friday. Scheduled Weekly Hours: 40 Shift: Exempt/Non-Exempt: United States of America (Non-Exempt) Company: PHH Peak Health Holdings Cost Center: 2902 PHH Claims Operations

About the role The Client Service Specialist is a frontline member of the Client Service team, responsible for delivering accurate, timely, and high-quality operational support to financial advisors across our TAMP and Sapphire platforms. This role focuses on execution, follow-through, and clear communication. Client Service Specialists work service requests end-to-end, collaborate closely with teammates, and escalate questions or complex issues to the Client Service Manager for guidance and coaching. We’re looking for someone who can approach each service request with an understanding of the advisor’s broader context and goals. While timely resolution is important, success in this role means helping advisors move their work forward, not simply completing individual tasks. XY Investment Solutions, LLC, DBA XYPN Sapphire, is an SEC-registered investment adviser offering two service models: a TAMP/sub-advisory platform and a corporate RIA affiliation model. Sapphire allows fee-only advisors to operate under our RIA while we provide compliance, investment, and operational support so they can focus on serving their clients. Where We Hire: We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI. Please note: We are specifically looking for candidates that are willing to cover Pacific or Mountain Standard Time Zones. What you'll be doing 1. Advisor Support & Service Execution - Respond to advisor service requests through our ticketing system and phone in a timely, professional manner. - Own service requests through to completion, ensuring clear communication and proactive follow-up. - Coordinate with custodians to resolve NIGOs, facilitate fund transfers, and track requests to resolution. - Accurately complete paperwork, forms, and Docusign envelopes with a high degree of attention to detail. - Prepare and send client agreements and support advisor onboarding activities, ensuring accuracy, clarity, and timely follow-through. 2. Ticket Ownership & Team Collaboration - Work assigned tickets independently while collaborating with teammates to move shared or related items across the finish line. - Maintain clear visibility into work status using internal tools and systems. - Support team success by helping unblock work when priorities shift or capacity is constrained. - Follow prioritization guidance and service standards set by the Client Service Manager. 3. Quality, Accuracy & Continuous Improvement - Ensure service work is completed accurately, thoroughly, and in alignment with documented processes. - Identify patterns, recurring issues, or process gaps and surface them to the Client Service Manager. - Contribute ideas that improve efficiency, clarity, or advisor experience. - Participate in team training and coaching to continue building technical and operational skills. Measurables: - Number of tickets resolved fully - First response time The Deets: Start Date: Immediately Status: Full-time (40-45 hours per week, 8:00am-5:00pm coverage ) Location: Remote and/or Bozeman, MT. Coverage over Pacific & Mountain Standard Time. Overtime Status: Non-exempt (i.e., overtime eligible) Team: XYIS Reports To: Client Service Manager Direct reports: None Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events What you'll bring to the table: (If you think, “I only meet 80% of these qualifications,” still apply!) - 1+ years of experience in customer service or operational support - 1+ years of experience in financial services - Strong attention to detail and pride in producing accurate, high-quality work - Clear written and verbal communication skills - Comfort working across multiple systems and learning new tools quickly - Strong organizational skills and the ability to manage multiple open work items - A collaborative mindset and willingness to ask questions, seek feedback, and learn - Comfort with both routine work and changing priorities in a fast-paced environment What would make us drool: - Prior experience working in an RIA, TAMP, or broker-dealer environment - Experience working with Charles Schwab or other custodians - Orion experience XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants Compensation & Benefits: - Salary: $59,000 - $ 75,000 - All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). - Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year) - 9 paid holidays (we offer flexible holidays!) - 401(k) with match; you put in 6%, and we put in 4.5%. - 12 weeks paid parental leave for the birth or adoption of a child. - Health insurance w/ employer contribution. - Dental, Vision, Voluntary Life and AD&D, and Accident insurance options. - Pet insurance availability - Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available - Employer-paid Life and AD&D insurance. - Employer-paid Long Term Disability coverage. - Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee. - $2000/year (prorated by start date) to put towards professional development - $250/quarter to spend on yourself specific to our core value of "Be Well Being You.” - $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year. - A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years. - Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability) - Various Gym discounts - Company-owned laptop computer provided (Apple Products). XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.

A WORLD LEADER IN TESTING, INSPECTION & CERTIFICATION SERVICES Bureau Veritas offers dynamic, exciting employment opportunities with an attractive salary/benefit package and an opportunity to play a vital role with a global organization. If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals, we invite you to apply online today. Bureau Veritas is an Equal Opportunity Employer, and as such we recruit, hire, train, and promote persons in all job classifications without regard to race, color, religion, sex, national origin, disability, age, marital status, citizen status, sexual orientation, gender identity, genetics, status as a protected veteran, or any other non-job-related characteristics. This position is responsible to ensure equal opportunity in employment in that all persons are treated equally and on the basis of merit, in decisions regarding selection, placement, promotions, training, work assignments, transfers and other personnel actions. City: Remote State: Remote SUMMARY: Primarily supports the internal stakeholders to ensure project set-up, reporting, internal communication and processes to deliver client programs on time in a quality manner. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other job-related duties may be assigned in conformance with state and federal regulations. - Supports the Client Services department. - Communicates with the internal stakeholders frequently to advise of status of project/program and to ensure BV is meeting Client and contractual expectations. - Ensure contracts are set up appropriately for accurate revenue recognition and billing. - Monitors project/program progress by facilitating calls with internal stakeholders, as needed, on the status of all projects. - Works closely with the accounting team to ensure proper client billing. - Proactively owns and manages projects/programs (or piece of project, i.e. Portfolios, Subcontractors) from inception to delivery of project/program, including identifying milestones and deliverables across all disciplines. - Understand Client requests and work with the Salesperson(s) and/or Senior team to ensure appropriate information is obtained at beginning of projects to set projects up for success (potentially to include research). - Prepare, proof and distribute CARs (client action reports), proposals, reliance letters, and COI’s (Certificate of Insurance). - Advises on process improvement ideas for the efficiency of the Division. - Manages changes in project/program scope, processes change orders, tracks Project process, identifies potential risks, and devises contingency plans. - Perform special projects as assigned by the Salesperson(s) to capture additional revenue or satisfy client requests. - Coordinates and communicates schedules with all vendors, clients, and internal team. - Coordinates contract administration, purchase orders, and change orders. - Receive and disperse Client Supplied Material (CSM). - Set-up of projects in digital writing platform to ensure proper communication and data flow. - Protects operations by keeping company information confidential. - Delivers outstanding customer service through timely response and proactive solutions to clients’ needs. - Demonstrates BV’s guiding principles in support of the company's strategic goals. - Follows all documented policies, Standard Operating Procedures, and Work Instructions applicable to the position and support of BV's quality standards and strategic initiatives. - Maintains safe and clean work area by complying with all procedures, rules, and regulations. - May be required to work overtime with prior authorization from supervisor. - Must be able to meet the physical demands of the job. SUPERVISORY RESPONSIBILITIES This job does not have specific supervisory responsibilities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Bachelor's degree (B.A. or B.S.) from four-year college or university in related field; minimum of one year of related experience. In lieu of degree, two years of related experience and/or training, or equivalent combination of education and experience. Certificates, Licenses, Registrations: None required. Language Ability: Ability to write reports, business correspondence, and standard operating procedures. Ability to effectively present information and respond to questions from clients, peers, and technical field staff. Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of instructions and deal with several abstract and concrete variables. Technology Skills: To perform this job successfully, an individual must be proficient in operating a computer, having knowledge of word processing software, spreadsheet software, and project management software. Intermediate knowledge of Microsoft Word, Excel, Outlook, Windows, SharePoint, Acrobat Adobe, and Deltek Vision. Knowledge, Skills, and Other Abilities: - Time management skills - Active listening skills - Critical thinking skills - Problem solving skills - Oral and written communication skills - Ability to work independently, as well as in a team environment. - Ability to work in a constant state of alertness and safe manner. - Ability to successfully work from remote location. - Ability to meet the physical demands of the job. - Must have a cell phone and supply your own internet service. PHYSICAL DEMANDS: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the office/offsite duties of this job: The employee is regularly required to use hands. The employee is frequently required to stand, walk, sit, talk and hear. The employee is occasionally required to reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. The noise level in the home or company office environment is usually quiet. Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or on the basis of disability. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Benefits: At Bureau Veritas, we are dedicated to ensuring our employees receive fair and competitive pay, accompanied by comprehensive health and wellness benefits. Here's a breakdown of what we provide: Hourly rate starting at: $17.00/hour+ Our Health and Welfare Benefits are designed to meet your needs, with eligibility starting on your first day of employment: Medical, Dental, and Vision coverage Company-matched Retirement plan Generous Paid Time Off and Company Holidays Life Insurance and AD&D coverage Short-Term Disability (STD) and Long-Term Disability (LTD) Optional life and pet insurance EAP and Total Wellbeing Lifestyle Programs Tuition Assistance and/or Professional Development Employee Discounts This information is transparently provided in adherence to several state and local Equal Pay and Pay Transparency Laws. Join us at Bureau Veritas, where your well-being and professional growth are our top priorities. If you are an individual with a disability and you would like us to assist you with searching the Careers Page site for employment opportunities and/or assistance with completing your profile and application, please contact us at 1-888-357-7020 or email us with your request to NorthAmericaTA@bureauveritas.com. We are happy to assist you and encourage you to consider Bureau Veritas for your next great career opportunity! If you would like additional information regarding Bureau Veritas' federal obligations in regards to equal employment opportunity, please click the link below: https://www.dol.gov/agencies/ofccp/posters