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Client Accounting Services Associate Jobs in Wisconsin

MBE CPAs

WI · On-site

$120 - $190/hr

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 ...

New

MBE CPAs

WI · On-site

$140 - $190/hr

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 ...

New

Associa

Client Accounting Specialist

Mequon, WI · On-site

$19 - $25.50/hr

The Client Accounting Specialist is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations. * Assist with in ...

Transwestern

WI · On-site

$65 - $86/hr

Transwestern Services turns strategy into reality with consistency and accountability ... Review and post cash receipt batches entered by Client Accounting Associate. * Maintain property ...

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Client Accounting Services Associate information

What is a client accounting services associate?

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?

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.

What do client accounting services associates do?

Client Accounting Services Associates are responsible for managing and maintaining clients' financial records, including bookkeeping, reconciliations, and financial reporting. They often use accounting software such as QuickBooks or Xero and may assist with payroll, invoicing, and tax preparation tasks to ensure accurate financial data for clients.

What are popular job titles related to Client Accounting Services Associate jobs in Wisconsin?

For Client Accounting Services Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Accounting Services Associate jobs in Wisconsin look for?

The top searched job categories for Client Accounting Services Associate jobs in Wisconsin are:

Client Accounting Services Associate jobs near you
Infographic showing various Client Accounting Services Associate job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Client Accounting Services Department Manager (Tomah)

MBE CPAs

WI • On-site

$120 - $190/hr

Other

Posted 2 days ago

New

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, orfilled 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 upwith 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.
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.

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