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At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round.

Our Company:
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

What you'll do...:
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year.  Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.  Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. 

What you'll bring to the team...:
<ul><li>Build year-round client relationships  </li><li>Provide tax preparation, tax audit support and tax planning year-round </li><li>Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) </li><li>Generate business growth, increase client retention, and offer additional products and services </li><li>Provide clients with IRS support  <ul><li>All certification levels can provide tax notice services  </li><li>Circular 230 associates can provide audit representation </li></ul></li><li>Grow your tax expertise </li><li>5+ years of tax experience  </li><li>Experience completing individual tax returns </li><li>Tax planning and audit support </li><li>Ability to effectively communicate in person and virtually </li><li>Comfort working with virtual tools – video conferencing and chat </li><li>Experience working in a fast-paced, supportive environment </li><li>Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent  </li><li>Must complete continuing education requirements and meet all other IRS and applicable state requirements </li></ul>

It would be even better if you also had...:
<ul><li>CPA or Enrolled Agent certification </li><li>Experience completing business tax returns </li><li>Experience conducting virtual tax interviews </li><li>Sales and/or marketing experience  </li><li>Bachelor’s degree in accounting or related field  </li></ul>

Why work for us:
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. <ul><li>Employee Assistance Program with Health Advocate. </li><li>Wellbeing program, BetterYou, to help you build healthy habits.  </li><li>Neurodiversity and caregiver support available to you and your family.  </li><li>Various discounts on everyday items and services. </li><li>Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.  </li><li><a href="http://www.blockbenefits.com/" rel="noopener nofollow noreferrer" target="_blank">Click here to checkout all available benefits. </a></li></ul> The Community You Will Join:  At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.   You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.   H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.  If you’re looking to make an impact, H&R Block is the place for you.   *Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

H&R Block

Block Advisors - Tax Advisor

Accounting

Business Growth

Business Services

Certified Public Accountant (CPA)

Communication Skills

Continuous Improvement

Customer Experience

Customer Relations

Customer Retention/Renewal

Customer Support/Service

Health Plan

Income Tax

Process Improvement

Small Business

Stock Purchase Plans

Strategic Planning

Tax Accounting

Tax Planning

Tax Returns

Teleconferencing

Video Chat

Videoconferencing

[AW]-iCims

This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice.

What's the Role?The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model.This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation.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.To help us get to know you better and your interest in the role, please submit both a cover letter and your resume with your application.What Will I Do?<ul><li>Lead the strategy, structure, and growth of the CAS practice.</li><li>Oversee client advisory engagements and serve as a trusted advisor to key clients.</li><li>Build scalable workflows, service standards, and best practices across the CAS department.</li><li>Lead, mentor, and develop CAS supervisors and team members.</li><li>Partner with firm leadership on pricing, service offerings, and growth initiatives.</li><li>Ensure high-quality service delivery, compliance, and operational efficiency.</li></ul>What Experience and Skills Do I Need to Be Successful?Required Qualifications<ul><li>10+ years of experience in accounting and Client Accounting Services.</li><li>5+ years in a leadership or senior management role within CAS or outsourced accounting.</li><li>Proven experience building, scaling, or transforming a CAS or bookkeeping practice.</li><li>Strong knowledge of accounting standards, payroll, and outsourced accounting services.</li><li>Experience leading teams and managing multiple client engagements.</li></ul>Key Skills<ul><li>Strategic and entrepreneurial leadership mindset.</li><li>Strong client advisory and relationship management skills.</li><li>Ability to build processes, teams, and scalable service models.</li><li>Comfort driving change and innovation within a growing firm.</li><li>CPA or similar professional certification preferred.</li></ul>Why Join This Opportunity?<ul><li>Build a CAS practice from the ground up with firm leadership support.</li><li>High-impact leadership role with visibility and influence.</li><li>Entrepreneurial firm culture that values innovation and growth.</li><li>Opportunity to shape services, processes, and team structure.</li><li>Long-term career growth and upward mobility within the firm.</li></ul>Work Schedule & Travel<ul><li>Full-time position.</li><li>Periodic travel required (approximately 6–8 times per year).</li><li>Role may be based in one of our offices, hybrid, or remote, depending on experience.</li></ul>How Do I Apply?Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.About the FirmMBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.

MBE CPAs

Client Accounting Services (CAS) Department Manager

Accounting Standards and Regulations

Best Practices

Bookkeeping

Customer Relationship Management (CRM)

Entrepreneurship

Leadership

Mentoring

Outsourcing

Payroll Accounting

Pricing

Process Development

Sales Management

Scalable System Development

Service Delivery

Team Lead/Manager

Willing to Travel

Talent Acquisition

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. MBE CPAs is seeking a Resource Manager to lead workflow planning, scheduling, and resource allocation across our Tax and Client Accounting Services (CAS) teams.

What's the role?<div>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.</div><div> </div><div>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.</div><div> </div><div>Key responsibilities include:</div><ul><li>Manage and optimize workflow, scheduling, and resource allocation across teams</li><li>Balance workloads and ensure efficient use of staff at all levels</li><li>Partner with department leaders to anticipate staffing needs and solve capacity challenges</li><li>Monitor utilization and provide actionable reporting and insights</li><li>Identify process improvements and reduce bottlenecks across operations</li><li>Support forecasting, planning, and use of external staffing resources as needed</li><li>Collaborate with recruiting and leadership on hiring and development needs</li></ul>What experience and skills do I need to be successful?<div> </div><ul><li style="line-height:115%">4-5 years work experience in logistics, resource management or related field; CPA firm experience highly valued</li><li style="line-height:13.4pt">Demonstrated ability to develop and implement systems and comprehensive solutions to resource management challenges</li><li>Exceptional communication, influencing and analytical skills; thrives on collaboration</li><li>Applies practical cause-and-effect and systems thinking</li><li style="line-height:115%">Strong business acumen; ability to learn quickly about company business and related strategic growth and profit drivers</li><li>Familiarity with forecasting processes and tools</li><li>Service oriented with the strength to make difficult decisions and challenge norms</li></ul>Great Perks and Benefits:<div> </div>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:<ul><li>Competitive medical, dental, and vision insurance plans.</li><li>FSA/HSA account options.</li><li>Paid Time Off (PTO).</li><li>401k employer matching program to save for retirement.</li><li>Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.</li><li>Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.</li><li>Bonuses for helping with business development leads.</li><li>Incredible potential for upward mobility and career growth.</li></ul>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.

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Block Advisors - Tax Advisor H&R Block

Client Accounting Services (CAS) Department Manager MBE CPAs

Resource Manager MBE CPAs

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