Outsourced Accounting Manager
Make a difference. Empower clients. Lead the future of advisory services. Berndt CPA LLC is seeking an entrepreneurial, client-focused Outsourced Accounting Manager to join our dynamic team. This position is ideal for an experienced accounting professional who enjoys leading client engagements, mentoring staff, and driving innovation within a supportive and growth-oriented environment. Position Summary The Outsourced Accounting Manager is responsible for managing outsourced accounting and tax engagements for a diverse portfolio of small to mid-sized businesses. This role blends client service, technical expertise, and strategic advisory, while contributing to firm-wide process improvement and business development initiatives. Description of Duties Client Management Serve as the main contact for assigned clients, delivering proactive and responsive service. Understand client needs and provide tailored accounting and advisory solutions. Engagement Oversight Independently manage multiple engagements, including bookkeeping, financial reporting, payroll, and AP/AR. Oversee month-end close, reconciliations, and workpaper preparation. Tax Preparation & Advisory Prepare business and individual tax returns for outsourced clients. Identify tax planning opportunities and deliver strategic advice. Entrepreneurial Focus Suggest new service offerings and process improvements. Participate in business development and networking. Technology & Quality Use cloud tools such as QuickBooks Online, Bill.com, FinOptimal, Fathom and others. Assist clients with technology implementation and workflow optimization. Maintain high standards through quality reviews and documentation. Collaboration & Leadership Work closely with partners and Senior Managers cross-functional teams. Mentor junior team members and support knowledge sharing. Client Onboarding & Special Projects Lead onboarding efforts for new clients. Contribute to special projects such as forecasting, budgeting, and process redesign. Recommended Skills and Qualifications Active CPA license or EA credential required. Bachelor's degree in accounting, finance, or related field. 5+ years of accounting experience, with tax and client-facing responsibilities. Public accounting background and familiarity with small/mid-size businesses preferred. Proficient in cloud based accounting platforms QuickBooks Online experience required. Excellent communication, organization, and time management skills. Demonstrated entrepreneurial thinking and community involvement. Strong attention to detail and commitment to continuous improvement. Best Practices for Success in This Role Build lasting relationships through consistent, proactive communication. Take the initiative to improve processes and identify client value opportunities. Stay up to date on accounting and tax technologies. Embrace a collaborative, team-first mindset. Engage in community or industry activities that expand the firm's network and impact. What We Offer At Berndt CPA LLC, we support our team members in maintaining a healthy work-life balance. We provide a collaborative environment where professional growth is encouraged, and personal flexibility is respected. This position offers: Competitive compensation and bonus program Flex-time or full-time options with partial remote work available, depending on the candidate's preferences Comprehensive benefits package (health, dental, vision, 401k match) Supportive, people-first firm culture with regular team events Professional development and career advancement opportunities Paid time for community involvement and networking Modern technology and tools in a collaborative environment Awards And Recognition – Recent 2025 – Top Work Places – Small Business – Wisconsin State Journal 2025 – Best Places to Work – Small Business – Madison Magazine 2025 – Best Accounting Firm to Work For – Accounting Today 2024 – People's Choice Awards – Best Accounting Firm 2024 – Top Work Places – Small Business – Wisconsin State Journal 2024 – Best Places to Work – Small Business – Madison Magazine 2024 – InBusiness Executive Choice Award – Accounting Firm 2024 – Best Accounting Firm to Work For – Accounting Today Ready to grow your career with a firm that invests in your success? Apply today and bring your expertise to a people-first firm that values your impact We offer a comprehensive benefits package designed to support you and your family, including health, dental, retirement plans, and paid time off