Job Description

Job Description

Job Description

What's the role?

Billing Specialists are responsible ensuring timely and accurate billing for clients on behalf of the MBE affiliate group. The role will manage work in progress (WIP) and correspond with firm partners regarding their clientele. This includes:

• 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.
• Provide administrative assistance to partners and staff including providing front desk coverage.

What experience and skills do I need to be successful?

• 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.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

• 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.

What will my schedule look like?

This role supports our office hours of Monday-Friday 8a-5p. The role will typically work an 8.5 hour shift with a 30 minute lunch break each day. Generally overtime is not expected and May-September the office closes at noon on Fridays for summer hours.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE team.

What else are you hiring for?

See all MBE CPA's openings at or reach out to our Lead Recruiting Partner, Lisa Zautke, on LinkedIn.

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 18 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. Learn more here:

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