Financial Services Coordinator

6 days ago


Baraboo, Wisconsin, United States MBE CPAs Full time

Overview

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The MBE CPAs team is a dynamic group of accounting experts dedicated to helping clients succeed in their financial journeys. With 18 office locations across the country, we offer a comprehensive range of services, including accounting, tax, and business support.

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About the Role

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We are seeking an experienced Billing and Accounts Specialist to join our team. As a key member of our billing team, you will be responsible for ensuring timely and accurate billing for clients on behalf of the MBE affiliate group. This includes managing work-in-progress (WIP) and corresponding with firm partners regarding their clientele.

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Main Responsibilities:

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  • Billing clients in a timely and accurate manner, including for payroll, bookkeeping, consulting, and tax returns.">
  • Conducting research on billing questions from clients, including reaching out to internal managers.">
  • Entering billing and new client information into company software systems.">
  • Assisting clients with requested information, delivery of documents, and general inquiries.">
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Requirements:

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To be successful in this role, you will need:

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  • 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.">
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Benefits:

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We offer a competitive salary of $45,000 - $60,000 per year, based on experience, as well as a range of benefits, including:

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  • Competitive medical, dental, and vision insurance plans.">
  • FSA/HSA account options.">
  • Paid Time Off (PTO).">
  • 401k employer matching program to save for retirement.">
  • Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.">
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.">
  • Bonuses for helping with business development leads.">
  • Incredible potential for upward mobility and career growth.">
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Schedule:

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This is a full-time role, Monday-Friday, 8:00am-5:00pm, with an 8.5 hour shift and a 30-minute lunch break each day. May-September, the office closes at noon on Fridays for summer hours.

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How to Apply:

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Qualified candidates should submit their resume for consideration. A phone screen with HR and an interview with the MBE team will follow.

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Location:

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MBE CPAs has offices located across the country, including 13 in Wisconsin and additional locations in Arizona, Nebraska, and Colorado.



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