Accounting Manager, CPA/EA

Wertz & Associates; Town of Brookfield (WI); Hybrid; USD 120,000 - 155,000; Full time

Benefits offered by this job

Competitive pay

Bonus opportunities

Healthcare

Retirement plans

Paid time off

Professional development

Leadership mentoring

Great Place to Work culture

Career advancement

Collaborative culture

Job summary

Wertz & Associates, Brookfield, Wisconsin, is seeking an Accounting Manager (Healthcare) with CPA or EA credentials to lead the Small Business Accounting team focused on healthcare clients.

You'll oversee client engagements, mentor staff, and provide strategic financial and operational guidance to medical, dental, and veterinary practices, while partnering with firm leadership on practice growth and client relationships.

Qualifications

• CPA or EA certification required (or equivalent)
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting experience
• Strong client relationship management experience
• Excellent communication and leadership skills
• Strong project management and organizational abilities

Responsibilities

• Lead client engagements from planning through completion
• Coordinate all phases of accounting and advisory projects
• Serve as the primary relationship manager for assigned clients
• Develop a deep understanding of client operations and goals
• Deliver exceptional client service and strategic guidance

Skills

Leadership

Client relationship management

Project management

Communication

Education

CPA or EA certification

Bachelor's Degree in Accounting

Job description

Accounting Manager (Healthcare), CPA/EA

Healthcare Advisory | Client Leadership | Practice Growth | Great Place to Work®

Compensation: $120,000–$155,000 Base + Bonus + Leadership Advancement Opportunity

Location: Brookfield, Wisconsin
Schedule: Flexible Hybrid

Our client, a nationally recognized professional services firm and certified Great Place to Work®, is seeking an experienced Accounting Manager to join its growing Small Business Accounting team with a specialized focus on healthcare clients including medical practices, dental groups, and veterinary organizations.

This is more than a traditional accounting management role.

It's an opportunity to become an integral part of your clients' businesses while serving as a trusted advisor to healthcare practice owners and administrators. You'll lead client engagements, mentor talented professionals, oversee complex accounting projects, and help growing healthcare organizations make better financial and operational decisions.

If you're seeking a highly visible leadership role that combines accounting expertise, healthcare advisory services, client relationship management, and team development, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $120,000–$155,000 base salary
• Annual performance bonus opportunities
• Leadership role within a growing healthcare accounting practice
• Significant client-facing and advisory responsibilities
• Specialized focus on medical, dental, and veterinary practices
• Opportunity to become a trusted advisor to business owners
• Direct interaction with firm leadership
• Personalized mentoring and professional development
• Clear advancement path toward Senior Manager and Director-level opportunities
• Great Place to Work® certified culture
• Strong emphasis on career growth and leadership development

Exceptional candidates with healthcare industry expertise, outsourced accounting leadership experience, strong business development skills, or extensive client portfolio management experience may be considered above the posted compensation range.

About the Firm

Our client is one of the Midwest's premier accounting, consulting, and advisory organizations serving businesses, healthcare providers, nonprofit organizations, and entrepreneurs.

The firm provides services including:

• Client Accounting Services
• Healthcare Advisory
• Tax Planning & Compliance
• Audit & Assurance
• Outsourced Accounting
• Business Consulting
• Wealth Advisory Services

The organization is known for investing heavily in employee development while building long-term client relationships that create meaningful business impact.

The Opportunity

As an Accounting Manager, you'll serve as a key advisor to healthcare organizations and business owners while managing client engagements and developing accounting professionals.

You'll gain significant exposure to:

• Healthcare Accounting
• Medical Practice Advisory
• Dental Practice Management
• Veterinary Practice Consulting
• Financial Reporting
• Client Accounting Services
• Internal Controls & Process Improvement
• Leadership & Team Development
• Business Consulting
• Practice Growth Initiatives

This role offers an outstanding combination of technical accounting expertise, advisory services, and leadership responsibility.

Key Responsibilities

Client Advisory & Engagement Management

• Lead client engagements from planning through completion
• Coordinate all phases of accounting and advisory projects
• Serve as the primary relationship manager for assigned clients
• Develop a deep understanding of client operations and goals
• Deliver exceptional client service and strategic guidance

Healthcare Practice Advisory

• Advise medical, dental, and veterinary practices on financial performance
• Assist clients with operational and accounting improvements
• Evaluate internal controls and business processes
• Identify opportunities for efficiency improvements and profitability enhancement
• Provide strategic recommendations to support growth and long-term success

Accounting & Financial Oversight

• Supervise preparation and review of client deliverables
• Monitor engagement budgets and timelines
• Review financial reporting and supporting work product
• Oversee client onboarding activities
• Ensure quality standards and service expectations are achieved

Leadership & Talent Development

• Lead, mentor, and develop accounting staff
• Conduct performance evaluations and career planning discussions
• Assist with recruiting and hiring initiatives
• Support employee engagement and retention efforts
• Develop future leaders within the department

Business Development & Practice Growth

• Strengthen existing client relationships
• Identify opportunities to expand service offerings
• Participate in networking and community involvement activities
• Build relationships with referral sources and centers of influence
• Support client retention and growth initiatives

Qualifications

Required

• CPA, EA, or equivalent professional certification
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting experience
• Strong client relationship management experience
• Experience supervising and developing staff
• Excellent communication and leadership skills
• Strong project management and organizational abilities

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to business owners
• Wants meaningful client interaction and visibility
• Enjoys mentoring and developing team members
• Has strong project management capabilities
• Values continuous learning and growth
• Enjoys solving operational and financial challenges
• Wants a long-term leadership career within a growing firm

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Comprehensive healthcare coverage
• Retirement savings programs
• Paid time off and holidays
• Professional development opportunities
• Leadership training and mentoring
• Great Place to Work® culture
• Career advancement pathways
• Collaborative team environment
• Strong focus on employee growth and success

What Makes This Opportunity Different?

Many Accounting Manager opportunities focus solely on financial reporting.

This role offers the chance to become a true business advisor.

You'll work closely with healthcare practice owners and leadership teams, helping them improve operations, strengthen financial performance, and achieve long-term business objectives. At the same time, you'll play a critical role in developing future professionals and contributing to the growth of a highly respected advisory practice.

For professionals seeking a blend of accounting leadership, client advisory work, healthcare specialization, and career advancement, this opportunity stands out.

About Our Client

Our client is a respected professional services organization known for exceptional client service, strong employee development programs, and a collaborative culture focused on helping people thrive. Through continuous investment in its people, technology, and client relationships, the firm has established itself as a destination employer for accounting professionals seeking growth, leadership opportunities, and meaningful client impact.

Employees benefit from leadership accessibility, industry specialization opportunities, personalized mentoring, and a culture that genuinely supports both professional achievement and personal success.

If you're an Accounting Manager seeking healthcare industry exposure, leadership opportunities, meaningful client relationships, and a clear path for long-term career growth, we'd love to speak with you confidentially.