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