Berndt CPA Careers
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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
Join Our Team
Join a firm with endless opportunities to grow, and be part of a community that puts people at the heart of all we do.
Berndt CPA is dedicated to getting to know people on a level that puts their needs and values first, for both our clients and our team members. Our team members all bring valuable skills to our firm that are always growing and advancing, because we believe in striving for the best for our clients.
If you value community, collaboration, inclusivity and the opportunity to grow in a job you love, you’re exactly what we’re looking for.
Working With Us
At Berndt CPA, everything we do is focused on giving entrepreneurs and small business owners a competitive edge. In fact, we’ve reinvented the accounting model to help you better manage daily operations and provide you with the insight required to boost productivity and profitability.
