Outsourced Accounting Manager Job at Berndt CPA LLC, Madison, WI

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  • Berndt CPA LLC
  • Madison, WI

Job Description

Job Description

Job Description

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

Job Tags

Full time, Immediate start, Remote work, Flexible hours,

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