MBE CPAs Hiring for Document Manager Job at Baraboo, WI Full Time

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’s 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 150+ team members and continuing to grow rapidly with 10 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?

Our Leader of First Impressions will act as the office location’s receptionist greeting our clients and providing administrative assistance to the firm’s partners and staff. This role is a key brand ambassador for the company providing exceptional customer service to all they interact with. This includes:

• Learning and assisting with electronic filing software’s for client documents
• Providing clients with any documentation that is needed in and out of tax season
• Setting up new clients in software.
• Maintain client management through software cleanup – updating and inactivation.
• Implement, set up, maintain, train and report in XCM.
• Assist with workflow management.
• Assist with all client due date tracking.
• Organize and scan documents.
• Assemble tax returns.
• Assist with Tax Training department setups & reports (summer-fall only)
• File, assemble & assist with client support for Safe Send returns.
• Back up front desk & assist with annual employee training.
• Assist with organized Firm groups such as meetings, notes, work follow up.
• Answer multi line phone system and route call to appropriate staff member.
• Assist with AP/AR – credit card postings-payment – Net Suite entries.
• ACH payments.
• Maintain postage meter; deliver and pick up mail at post office.
• Coordinate office luncheons.
• Assisting with other duties associated with a full service CPA firm as needed to support the team and our clients.

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 computer skills to quickly learn internal software systems to complete tasks efficiently and accurately.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Previous experience in a related receptionist or administrative support role highly desired.
• Previous experience working at a CPA firm 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.
• Three different medical plan options through Dean Health Insurance.
• 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.

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 time keeping services through Payroll Solutions
• Human resources services through Workforce Solutions
• Marketing, branding, and public relations through Right to Evolve
• Residential and commercial property management services through REMS
• Storage solutions through Secure Storage
• Enterpriser 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 10 office locations including 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 and Lisa Zautke, directly on LinkedIn to discuss how your skills could contribute to the team.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• What hourly pay rate are looking for?

Work Location: One location