What are the responsibilities and job description for the Client Accounting Services Department Lead position at MBE CPAs?
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 ScheduleTravel
- 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.