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Outsourced Accounting Director / Senior Manager

Berndt CPA LLC

Madison, WI

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JOB DETAILS
SKILLS
Accounting, Automation, Best Practices, Budget Reporting, Budgeting, Business Development, Business Growth, Business Strategy, Certified Public Accountant (CPA), Cloud Computing, Communication Skills, Compensation and Benefits, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Support/Service, Entrepreneurship, Finance, Financial Compliance, Financial Reporting, Financial Statements, Forecasting, Head of Finance, Intuit Quickbooks, Leadership, Mentoring, Outsourcing, Performance Analysis, Performance Metrics, Presentation/Verbal Skills, Process Improvement, Profit & Loss, Proposal Writing, Public Accounting, Relationship Management, Safety/Work Safety, Sales Management, Service Delivery, Small Business, Standard Operating Procedures (SOP), Team Building, Team Lead/Manager, Team Player, Thought Leadership, Work From Home, Writing Skills
LOCATION
Madison, WI
POSTED
1 day ago
Outsourced Accounting Director / Senior Manager

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.

About the Company

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Berndt CPA LLC