Lead financial strategy and operations across MBE CPAs and its affiliated entities, including accounting, budgeting, forecasting, reporting, treasury, risk management, compliance, and internal controls. Partner with leadership on strategic decisions and business performance, translate financial and operational data into actionable recommendations, and develop the finance team.
The Controller serves as the senior financial leader, providing strategic and operational oversight for accounting, budgeting, forecasting, and financial reporting. They partner with executive leadership to drive organizational growth, manage financial risks, and ensure compliance across multiple entities.
Manage client relationships and audit financial records for compliance with generally accepted accounting rules and standards. Analyze records, research and recommend solutions to accounting issues, mentor audit team members, and advise clients on financial or tax needs.
Lead the strategy, growth, and operations of the CAS practice, including building scalable workflows and service standards and overseeing client advisory engagements. Develop the CAS team and partner with firm leadership on pricing, service offerings, quality, compliance, and growth initiatives.
Lead and perform audit engagements, analyze client financial records, plan audit procedures, and coordinate work to ensure accurate and timely completion. Supervise and mentor junior staff, review their work, communicate with clients, and collaborate with managers and partners to complete engagements and strengthen client relationships.
The Tax Manager is responsible for managing client relationships and ensuring the timely delivery of annual tax products and monthly financial work. They will prepare payroll, tax, and business records while providing financial recommendations to clients.
The Tax Manager is responsible for managing client relationships and ensuring the timely delivery of annual tax products and monthly financial work. This role involves preparing payroll, tax, and business records, as well as providing financial recommendations to clients.
