Outsourced Accounting Manager

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