Outsourced Accounting Director / Senior Manager

Job Description

Job Description

Make a difference. Empower clients. Lead the future of advisory services.

Berndt CPA LLC is seeking a client-centric, strategic Outsourced Accounting Director / Senior Manager to lead and grow our outsourced accounting and advisory practice. This position is ideal for a CPA who excels in client relationships, team leadership, and value-driven advisory services in a dynamic and collaborative environment.

Position Summary

The Outsourced Accounting Director / Senior Manager is responsible for leading outsourced accounting engagements and delivering high-level advisory services. This role combines relationship management, team supervision, and strategic insight while contributing to business development and firm leadership initiatives.

Description of Duties

Client Management & Advisory

• Serve as the primary advisor for a portfolio of entrepreneurial business clients.
• Provide fractional CFO services including budgeting, forecasting, and financial reporting.
• Identify and implement process improvements and technology solutions to drive client success.

Engagement Oversight

• Oversee monthly and quarterly outsourced accounting services.
• Review financial statements and compliance deliverables for quality and timeliness.

Leadership & Team Development

• Supervise and mentor a team of staff and senior accountants.
• Foster a collaborative, supportive, and client-focused team culture.
• Provide performance feedback and support professional development.

Process Improvement

• Lead operational efficiency initiatives through workflow design and automation tools.
• Help refine service delivery models for entrepreneurial clients.

Practice Growth

• Participate in firm growth initiatives including business development, proposal writing, and networking.
• Represent the firm in the community as a thought leader and subject matter expert.

Recommended Skills and Qualifications

• CPA license required, bachelor's degree in accounting, finance, or related field
• 6-10 years of accounting experience, with tax and client-facing responsibilities
• Public accounting background and familiarity with small/mid-size businesses preferred
• Proven track record managing client relationships and overseeing multiple engagements
• Strong team leadership and mentorship skills
• Familiarity with cloud-based accounting platforms including QuickBooks Online
• Strategic thinking, organizational efficiency, and high emotional intelligence
• Effective written and verbal communication skills
• Entrepreneurial spirit with a proactive, solution-oriented approach

Best Practices for Success in This Role

• Build trusted, long-term relationships with clients by consistently delivering value.
• Utilize multiple communication channels for client interaction and team collaboration.
• Maintain structured workflows and documented SOPs to ensure service quality.
• Provide frequent feedback and development opportunities to your team.
• Embrace cloud tools and automation for client reporting, budgeting, and compliance.
• Track performance metrics such as client satisfaction, engagement profitability, and team utilization.
• Actively contributes to firm growth through community presence and industry engagement.
• Stay informed on industry trends to evolve services and remain competitive.

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
• 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.