Senior Bookkeeper - Client Advisory
Berndt CPA LLC
Senior Bookkeeper - Client Advisory Berndt CPA LLC | Wisconsin | In-Office / Hybrid (based on role) Berndt CPA LLC is seeking a Senior Bookkeeper - Client Advisory to join our growing firm. This role is ideal for an experienced bookkeeping or accounting professional who excels beyond transactional work and thrives in a client-facing, advisory-driven environment . You will serve as a trusted partner to clients, combining strong technical accounting skills with communication, process improvement, and technology expertise to deliver insight-not just numbers. This position serves as a trusted partner to clients, combining technical accounting expertise with strong communication, leadership, and a consultative mindset. Key Responsibilities
If you are a senior-level accounting professional looking to step into a more strategic, client-focused role with room to grow, we encourage you to apply.
- Lead and oversee accounting engagements for assigned clients, ensuring accuracy, timeliness, and consistency
- Serve as a primary advisor and relationship manager for clients, providing proactive guidance and financial insight
- Review and oversee month-end and quarterly close processes prepared by staff
- Analyze financial results and explain trends, risks, and opportunities to clients
- Leverage accounting technology and automation tools to improve workflows and client outcomes
- Identify opportunities for process improvement, system enhancements, and advisory services
- Collaborate with internal teams to deliver a high-level client experience
- Mentor and support accounting staff through review, coaching, and technical guidance
- Bachelor's degree in accounting or related field
- 5+ years of accounting experience (public accounting or client-facing experience preferred)
- Strong technical accounting knowledge and financial reporting experience
- Proven ability to manage client relationships and communicate complex information clearly
- Experience working in cloud-based accounting systems and technology-driven environments
- Strong leadership, organization, and problem-solving skills
- Consistently ranked Top 5 Small Business - Top Places to Work in Wisconsin
- Forward-thinking firm with a strong emphasis on technology, advisory services, and client experience
- Collaborative culture that values accountability, balance, and professional growth
- Competitive compensation and benefits, commensurate with experience
If you are a senior-level accounting professional looking to step into a more strategic, client-focused role with room to grow, we encourage you to apply.
Vacancy posted 3 days ago
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