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MBE CPAs is seeking a Client Success Representative to greet clients, answer inquiries, and provide administrative support to partners and staff at the Chandler location. This role serves as a key brand ambassador, delivering exceptional service in person, by phone, and via email.
You will handle scheduling, correspondence, and document delivery, while assisting with tax paperwork delivery and payroll-related tasks for the Payroll Solutions affiliate.
Our Client Success Representative will act as the office location's receptionist greeting our clients and providing administrative assistance to the firm's partners and staff. This role is a key brand ambassador for the company providing exceptional customer service to all they interact with. This includes:
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:
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 outside of tax season. During the January-April tax season, this role does work every Saturday 8-12 or 9-1 allowing for some extra income with overtime hours. May-September the office closes at noon on Fridays for summer hours.
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 Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.