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Tax Specialist

Sun Prairie, Wisconsin
Job Type
19 May 2023
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 is 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 200+ team members and continuing to grow rapidly with 11 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?

Tax Specialists are a key part of the 1040 individual tax team responsible for managing client relationships while ensuring final annual tax products for individuals are produced and delivered to client within expected timelines. This includes:

Preparing tax records and reports for 1040 individual tax clients.
Assisting clients with IRS correspondence when appropriate.
Preparing 1099's and other year-end work.
Compiling financial statements and sales tax reporting.
Assisting with client bookkeeping including banking, reconciliation, deposits, ledger entries, office filing, account receivable, and accounts payable.
Providing QuickBooks (QB) support and consulting including training clients on managing their records in QB on an as-needed basis.
Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.
Actively pursuing self-development opportunities and continuing education to keep all professional certifications and knowledge of tax legislation current.
Leveraging commercial and market knowledge to identify client opportunities to sell additional value added services from MBE affiliate group.
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:

Bachelor's Degree in Accounting highly desired or equivalent work experience.
EA or CPA certification highly desired or ability to attain.
Accounting experience within a public accounting firm highly desired.
Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
Strong attention to detail and accuracy.
Oral and written communication skills to support building client relationships.

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.
Four different medical plan options through Dean Health Insurance.
Employer matching program for HSA funds.
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.

What will my schedule look like?

Our firm enjoys the work hard, play hard mantra. Our firm and its affiliate families' schedule reflects the busy season of the tax industry and come May we embrace our quieter offseason. At MBE, you'll enjoy the challenge of meeting deadlines during tax season, then late-spring through late-fall when Wisconsin weather is in its prime, you can flex the typical Monday-Friday 8a-5p schedule around any personal passions or family time as long as business needs are being met.

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 timekeeping 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
Enterprise 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 11 office locations including Door Country, 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 or Allison Burgau, directly on LinkedIn to discuss how your skills could contribute to the team.

Building a diverse and inclusive workplace:

The MBE affiliate group is seeking diverse voices and backgrounds to join our team to help us thrive. We are an equal-opportunity employer and work to provide an inclusive environment for all team members. We encourage you to reach out if requesting an accommodation makes our hiring process more accessible to you; please reach out to Kayla Schaller-Greenwood directly on LinkedIn.
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  • Job Reference: 1010169096-2
  • Date Posted: 19 May 2023
  • Recruiter: MBE CPAs
  • Location: Sun Prairie, Wisconsin
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent