What are the responsibilities and job description for the Workflow Administrator/Administrative Assistant position at MBE CPAs?
What's the role?
Responsible for managing and overseeing the flow of tasks within a system, ensuring smooth operations by monitoring task progress, configuring workflows, and resolving issues to optimize efficiency across teams or departments within an organization. This includes:
Maintain client management & tax software through cleanup, updating and inactivation.
Implement, set up, maintain, train and report in PracticeERP.
Assist with workflow management.
Assist with Tax Training department setups & reports (summer-fall only).
Track due dates for client returns.
Coordinate calendars/scheduling events.
Taskflow configuration.
Assist with organized Firm groups such as meetings, notes, work follow up.
Ability to train others - customer service skills.
Knowledge of Netsuite Platform preferred.
Other duties as assigned or requested.
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.
- Ability to maintain a high level of enthusiasm and dedication to the work at hand.
- Experience working on project teams.
- Ability to maintain confidentiality regarding client and/or employee matters.
- 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 https://mbecpa.isolvedhire.com/ 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 19 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 Goodyear, Phoenix and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. Learn more here: https://mbe.cpa/
