• Complete complex custodial reconciliations for Agencies, Guarantors, Private Investors, and Client Asset accounts within established guidelines and timelines • Assist vendor with T&I custodial reconciliations as needed, and review/approve T&I reconciliations completed by vendor • Assist with training and mentoring junior custodial reconciliation analysts • Assist with audit requests, investor, internal, and external • Assist with procedures, department projects, and process improvement efforts • All other duties as assigned.

Role Description The Client Accounting Services (CAS) Department Head 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 office locations 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. - 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. 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. Requirements - 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. Benefits - 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 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. Company Description 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.

• Maintain accurate and up-to-date financial records for assigned Australian clients • Handle full-cycle accounting including accounts payable, accounts receivable, bank reconciliation, and general ledger maintenance • Prepare and process payroll in accordance with Australian regulations • Manage BAS (Business Activity Statement), IAS (Instalment Activity Statement) and GST (Goods and Services Tax) calculations and submissions • Support the preparation of monthly and annual financial reports, including profit & loss, balance sheet, and cash flow statements • Liaise with external accountants or auditors for tax compliance and audit support • Ensure timely month-end and year-end closing activities • Communicate professionally with clients to resolve queries and provide accounting support

• Acting as the trusted advisor and accounting department for Wave’s small business clients. • Responsible for owning bookkeeping accounts for clients within their portfolio in order to meet individual revenue targets and contribute to the team’s overall revenue targets. • Supporting clients by using Wave’s software to import and categorize transactions, reconcile their accounts, complete monthly bookkeeping, generate their financial statements, and flag potential bookkeeping issues with their clients. • Using judgment to set appropriate expectations with clients and being able to meet or exceed these expectations. • Meeting with clients on virtual calls on a recurring schedule to review their books. • Clearly conveying accounting concepts in lay terms to the client and answering any bookkeeping-related questions. • Providing exceptional customer service and building trusting relationships with clients by demonstrating accounting expertise on review calls and offering timely responses to clients via email. • Collaborating with peers and supporting other members of the team by sharing their experiences with the team.