Accounting, Analysis Skills, Business Development, Business Strategy, Calendar Management, Certified Public Accountant (CPA), Customer Support/Service, Forecasting, Lead Generation, Leadership, LinkedIn, Logistics Management, Process Development, Process Improvement, Reporting Skills, Resource Management, Staff Requirements, Tax Accounting
What's the role?
MBE CPAs is seeking a Resource Manager to lead workflow planning, scheduling, and resource allocation across our Tax and Client Accounting Services (CAS) teams. This is a highly strategic role focused on improving efficiency, balancing workloads, and supporting strong client service outcomes.
This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience.
Key responsibilities include:
- Manage and optimize workflow, scheduling, and resource allocation across teams
- Balance workloads and ensure efficient use of staff at all levels
- Partner with department leaders to anticipate staffing needs and solve capacity challenges
- Monitor utilization and provide actionable reporting and insights
- Identify process improvements and reduce bottlenecks across operations
- Support forecasting, planning, and use of external staffing resources as needed
- Collaborate with recruiting and leadership on hiring and development needs
What experience and skills do I need to be successful?
- 4-5 years work experience in logistics, resource management or related field; CPA firm experience highly valued
- Demonstrated ability to develop and implement systems and comprehensive solutions to resource management challenges
- Exceptional communication, influencing and analytical skills; thrives on collaboration
- Applies practical cause-and-effect and systems thinking
- Strong business acumen; ability to learn quickly about company business and related strategic growth and profit drivers
- Familiarity with forecasting processes and tools
- Service oriented with the strength to make difficult decisions and challenge norms
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.
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 on their website or reach out to our lead recruiter, Brock Kazda, 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 Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.