ZipRecruiter

Log In

1

Client Accounting Services Associate Jobs in Wisconsin

next page

Showing results 1-20

All JobsClient Accounting Services Associate JobsClient Accounting Services Associate Jobs in Wisconsin

Client Accounting Services Associate information

What are Client Accounting Services Associates?

Client Accounting Services Associates are professionals who provide outsourced accounting and bookkeeping services to clients, often on behalf of an accounting firm. Their responsibilities typically include managing accounts payable and receivable, preparing financial statements, reconciling bank statements, processing payroll, and assisting with tax preparation. They work closely with clients to ensure accurate financial records and compliance with relevant laws and regulations. This role requires strong attention to detail, proficiency with accounting software, and excellent communication skills.

What are the key skills and qualifications needed to thrive as a Client Accounting Services Associate, and why are they important?

To excel as a Client Accounting Services Associate, you need a solid understanding of accounting principles, financial reporting, and often a degree in accounting or a related field. Familiarity with accounting software such as QuickBooks, Xero, or Sage, and sometimes relevant certifications like CPA or CMA, is typically required. Attention to detail, strong organizational skills, and effective client communication help distinguish top performers in this role. These competencies ensure accurate financial records, efficient client service, and compliance with regulatory standards.

What are some common challenges faced by Client Accounting Services Associates, and how can they be effectively managed?

Client Accounting Services Associates often juggle multiple client accounts with varying reporting timelines and unique requirements, which can pose challenges in time management and organization. Staying current with evolving accounting regulations and client-specific processes is also crucial. Effective communication, strong organizational skills, and utilizing accounting software can help manage these challenges. Collaboration with team members and proactive client updates are essential for delivering accurate and timely services.
Client Accounting Services Associate jobs near you

Client Accounting Services Department Manager

Careers - MBE CPAs

Tomah, WI • On-site, Remote

Full-time

Posted 9 days ago

Job description

What's the Role?

The Client Accounting Services Department Manager 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.

To help us get to know you better and your interest in the role, please submit both a cover letter and your resume with your application.

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 Schedule & Travel

  • 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.

Apply