At MBE CPAs a family of companies, your sense of purpose is clear- you directly impact the success in your communities. Be it the local bakery that has sold your favorite bread for years, the budding entrepreneur that is getting their business off the ground, or advising your neighbor on maximizing their deductions and planning for retirement, our team passionately works to ensure their communities thrive.

After being a team of a couple dozen 10 years ago, we're now a firm of 200 team members and continuing to grow rapidly with 11 office locations across Wisconsin. Even with our growth, we never lose touch with the importance of providing a family-friendly workplace that builds authentic relationships with our clients. Ever committed to providing a flexible workplace, we offer onsite and hybrid opportunities from the majority of our office locations in the state. Don't let your location and lifestyle prevent you from joining our team!

What would my day look like?

Billing Specialists are responsible ensuring timely and accurate billing clients from their assigned list for the firm's partners and managers. The role will manage work in progress (WIP) and correspond with firm partners regarding their clientele. This includes:

• Billing clients in a timely and accurate manner including for payroll, bookkeeping, consulting, and tax returns.
• Conducting research on billing questions from clients.
• Managing WIP for the assigned list of clients.
• Maintaining contact with firm partners and managers with any applicable billing questions.
• Publishing budget report.
• Compiling and publishing list of new clients and entering practice, document, or tax as appropriate.
• Maintaining budget and utilization.
• Drafting correspondence for firm partners and CPAs for client and government interface.
• Assisting clients with requested information, delivery of documents, and general inquiries.
• Assisting with daily bank deposits, auto ACH, and receive credit card payments.
• Prepare sales proposals for clients or requested by partner, manager or Business Development Director.
• Provide administrative assistance to partners and staff.
• Prepare correspondence for partners, accountants, and other staff members as requested.
• Act as backup for other administrative roles and front desk receptionists.

What experience and skills do I need to be successful?

We are always willing to train candidates in the earlier stages of their career or utilize the wealth of skills from a seasoned pro. Here are some skills we'd love to see on your resume:

• Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
• Strong attention to detail and accuracy.
• Experience working in a related billing role highly desired.
• Experience working in NetSuite or related billing software a plus.

Amazing Perks and Benefits Package:

This position pays a competitive wage commensurate with direct experience, skills, and time spent in a related role. We also offer great benefits and perks including:

• Incredible potential for upward mobility and career growth into your desired area across the affiliate group.
• Four different medical plan options through Dean Health Insurance.
• Employer matching program for HSA funds.
• Dental insurance through Delta Dental.
• Flexible Spending Account (FSA) options for medical or dependent care.
• Paid Time Off (PTO)
• 401k employer matching program to save for retirement.
• Company-paid group life insurance.
• Voluntary supplemental insurance options.
• Employee referral bonus program.
• Annual personal tax return prepared free of charge.
• Annual allowance for employer-branded apparel.
• Annual reimbursement for qualified fitness-related expenses and company-sponsored employee wellness program.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Community involvement reimbursements.
• Complimentary employee snacks, lunches, and beverages to celebrate team events.
• Employee outings, events, and gifts.
• Direct deposit of paycheck.
• New Client Bonus Program.
• Merit-Based Bonuses.
• Company Core Value Rewards.
• Half-day Fridays in summer.

What will my schedule look like?

This role supports our office hours of Monday-Friday 8a-5p. The role will typically work an 8.5 hour shift with a 30 minute lunch break each day. Generally overtime is not expected outside of tax season. During the January-April tax season, this role does work every other Saturday 8-12 or 9-1 allowing for some extra income with overtime hours.

More about the MBE Affiliate Group:

Our parent company, MBE CPAs, is a team of accounting experts who use our industry-based knowledge and expertise to help others succeed in their financial journeys. We expanded our services over the years to include a number of affiliate companies to support the needs of our clients including:

• Wealth management and fiduciary services through MBE Wealth
• Payroll and timekeeping services through Payroll Solutions
• Human resources services through Workforce Solutions
• Marketing, branding, and public relations through Brand House
• Residential and commercial property management services through REMS
• Storage solutions through Secure Storage
• Enterprise resource planning and customer relationship management software solutions through GoVirtualOffice
• Services to assist clients in structure of a variety of sales, mergers, and acquisitions through Savvy Business Brokers

We proudly offer services throughout Wisconsin and nationwide with 11 office locations including Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo.

So how do I join?

First step is applying with your resume. After applying, you can typically expect the following steps in our hiring process: first a phone screen with HR, followed by an onsite interview for local candidates or virtual interview for remote candidates, and finally the candidate completes links for skills testing, reference checks, and background checks. Occasionally a 2nd interview could take place for certain roles.

Interested in a role with us, but don't see an opening that's the perfect match? Please message our Workforce Solutions HR team, Kayla Schaller-Greenwood or Allison Burgau, directly on LinkedIn to discuss how your skills could contribute to the team.

Building a diverse and inclusive workplace:

The MBE affiliate group is seeking diverse voices and backgrounds to join our team to help us thrive. We are an equal-opportunity employer and work to provide an inclusive environment for all team members. We encourage you to reach out if requesting an accommodation makes our hiring process more accessible to you; please reach out to Kayla Schaller-Greenwood directly on LinkedIn.