MBE CPAs · 4 hours ago
Client Success Representative
524 Whitewater Ave, Fort Atkinson, WI 53538, USA
Full-time
Onsite
New Grad, Entry LevelMBE CPAs is a team of accounting experts who use their industry-based knowledge to help others succeed in their financial journeys. The Client Success Representative will serve as the office's receptionist, providing exceptional customer service and administrative support to the firm's partners and staff.
AccountingConsultingFinancial Services
Responsibilities
Greeting and directing clients and visitors by phone, email, or in person
Providing administrative support to MBE team including correspondence, coordinating appointments, scheduling events and luncheons, ordering office, handling office mail, scanning and assembling documents, etc
Assisting clients with requested information, delivery of documents and payments, and general inquiries
Assist with preparation of paperwork and delivery of tax returns to clients
Assisting Payroll Solutions affiliate with processing payroll as needed
Qualification
Required
Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook
Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person
Strong attention to detail and accuracy
Previous experience in a related receptionist or administrative support role highly desired
Benefits
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.
Company
MBE CPAs
MBE CPAs Offers Accounting, Tax, and Business Consulting
Founded in 1982
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett Leibfried, CPA
Partner
Diane Payne, EA
Partner, Director of Individual Tax Services
Company data provided by crunchbase