Technical Specialist jobs in United States
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MH CPA PLLC · 1 day ago

Technical Specialist

M|H CPA PLLC is one of the largest locally owned public accounting firms in Central Illinois, providing a full range of assurance, tax planning, and advisory services. They are seeking a versatile Technical Specialist to support the firm’s technology environment, ensuring smooth daily operations and optimizing systems across accounting, tax, and advisory practices.

AccountingFinanceProfessional ServicesAdviceFinancial Services
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Hiring Manager
Denise Poindexter
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Responsibilities

Supports the integration, management, and security of AI-enabled tools used within accounting and tax systems to streamline routine tasks and improve operational efficiency
Assists with integrating AI capabilities into existing accounting and practice management platforms, including QuickBooks and other firm systems, and supports users as workflows evolve
Helps ensure AI-generated outputs within accounting, tax, and audit processes align with firm standards, regulatory requirements, and professional guidelines
Identifies repetitive, manual processes and supports the implementation of automated workflows within existing technology platforms
Assist with onboarding new applications, integrations, and process changes
Provide support for staff across all offices, resolving hardware, software, networking, and application-related issues
Serve as an escalation point for complex technical problems
Maintain, configure, and troubleshoot Windows workstations, laptops, printers, scanners, VoIP phones, and other office technology
Administer and support accounting firm applications such as: QuickBooks Desktop/Online, CCH/Thomson Reuters/Caseware (and other firm-specific tax software), Practice management, workflow, invoicing and document management systems
Manage updates, licensing, integrations, and user access and permission levels
Assist with administration of Microsoft 365, Azure AD, SafeSend, Teams, and Exchange
Monitor system performance, storage, and network health; escalating server or infrastructure issues as needed
Support deployment and maintenance of cloud-based solutions and data migrations
Implement and monitor security protocols, including MFA, access controls, backups, and endpoint protection
Assist in periodic audits, SOC/GLBA compliance efforts, and documentation
Support user training related to cybersecurity best practices
Participate in AI enhancements and integrations to improve efficiency, accuracy, and user experience across firm processes
Document procedures, configurations, and system changes

Qualification

Microsoft 365Windows OSAccounting software supportCybersecurity frameworksCloud management toolsCustomer service mindsetProactiveResourcefulEager to learnCommunicationCollaborative team playerAdaptable

Required

3–5 years of experience in a technical support, systems specialist, or IT generalist role
Strong knowledge of Microsoft 365 ecosystem and Windows OS
Experience supporting accounting or tax software in a professional services environment
Ability to diagnose and resolve a wide range of technical problems
Excellent communication, organization, and documentation skills
Strong customer service mindset and ability to work with non-technical staff

Preferred

Experience with cloud management tools
Familiarity with cybersecurity frameworks (e.g., NIST, GLBA)
Experience with OCR, e-signature tools, workflow systems, and client portals
Scripting knowledge (PowerShell, batch, etc.) a plus
Exposure to network management (firewalls, VPN, switches)

Benefits

Comprehensive health plan
Paid time off + 9 paid holidays annually
401(k) with employer contributions
CPA Exam Reimbursement
Employee referral bonus program
Health club reimbursement
Flexible work arrangements

Company

MH CPA PLLC

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At M|H, we are committed to leading the accounting industry in transformative solutions that drive our client’s success by implementing innovative technologies and embracing emerging markets.

Funding

Current Stage
Growth Stage

Leadership Team

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Jacob Overton
Virtual CFO Consultant
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Anne Dill, MBA
Chief Operating Officer (COO)
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Company data provided by crunchbase