Accounting Supervisor

Wertz & Associates; Madison (WI); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Annual bonus opportunities

Great Place to Work culture

Mentorship and career coaching

Continuing education support

Job summary

Wertz & Associates in Madison, Wisconsin is seeking an Accounting Supervisor to lead the healthcare-focused Small Business Accounting team. You will supervise staff, manage client engagements, and mentor others while helping healthcare practices improve financial performance.

This role blends traditional accounting with advisory services, client relationship management, and leadership development, offering a clear path to management and increased scope within a Great Place to Work culture.

Qualifications

• Bachelor's degree in Accounting or related field
• 3+ years public accounting experience
• Strong accounting and financial reporting knowledge
• Client-facing experience
• Excellent communication and leadership abilities
• Strong project management and organizational skills

Responsibilities

• Lead team projects and coordinate work among staff
• Train, mentor, and develop accounting professionals
• Conduct performance reviews and coaching discussions
• Manage client engagements across accounting, tax, audit, and reviews
• Review financial statements and client deliverables and discuss with clients
• Develop healthcare practice relationships and advisor capabilities
• Oversee budgeting, billing, and engagement monitoring
• Ensure quality standards and deadlines are met
• Maintain compliance with firm standards

Skills

Leadership abilities

Client-facing experience

Communication skills

Project management

Organizational skills

Education

Bachelor's degree in Accounting or related field

CPA or EA (preferred)

Job description

Healthcare Advisory | Team Leadership | Client Impact | Great Place to Work

Compensation: $90,000-$120,000 Base + Bonus Opportunity + Career Advancement Path

Location: Madison, Wisconsin
Schedule: Flexible,Hybrid

Our client, a leading professional services firm and certified Great Place to Work, is seeking an experienced Accounting Supervisor to join its growing Small Business Accounting team in Madison, with a specialized focus on healthcare organizations including medical practices, dental groups, and veterinary clinics.

This is more than a traditional accounting role.

It's an opportunity to become a trusted resource for healthcare business owners while supervising staff, managing client engagements, developing future leaders, and helping clients improve the financial performance and operational efficiency of their practices.

As a highly visible member of the team, you'll work directly with clients, managers, and firm leadership while gaining valuable experience in healthcare accounting, advisory services, client management, and team development.

If you're looking for a leadership opportunity that combines accounting expertise, healthcare industry exposure, and a clear path toward management, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $90,000-$120,000 base salary
• Annual performance bonus opportunities
• Leadership role within a growing healthcare-focused practice
• Direct interaction with medical, dental, and veterinary clients
• Opportunity to lead client engagements and staff development
• Strong mentorship and career growth opportunities
• Great Place to Work certified culture
• Diverse client exposure and advisory responsibilities
• Collaborative and team-oriented environment
• Clear path toward Accounting Manager and senior leadership roles
• Ongoing professional education and development

Exceptional candidates with significant client advisory experience, healthcare industry expertise, or advanced leadership capabilities may be considered above the posted compensation range.

About the Firm

Our client is a premier accounting, consulting, and advisory firm serving businesses, healthcare organizations, entrepreneurs, nonprofits, and individuals throughout Wisconsin and beyond.

Services include:

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

The firm is known for its commitment to client success, employee development, and a culture centered around helping people thrive.

The Opportunity

As an Accounting Supervisor, you'll serve as both a team leader and client advisor, overseeing engagements while helping healthcare clients improve financial operations and achieve their business objectives.

You'll gain exposure to:

• Healthcare Accounting
• Medical Practice Management
• Dental Practice Advisory
• Veterinary Practice Consulting
• Financial Reporting
• Internal Controls
• Client Relationship Management
• Staff Development
• Business Advisory Services

This role provides a strong blend of technical accounting work, leadership responsibilities, and client interaction.

Key Responsibilities

Leadership & Team Development

• Assign, review, and coordinate work among staff members
• Train, mentor, and develop accounting professionals
• Conduct meaningful performance reviews and coaching discussions
• Lead team projects involving multiple staff members
• Promote collaboration, engagement, and professional growth
• Help build a high-performing and inclusive team culture

Client Engagement Management

• Coordinate all phases of client engagements
• Assist with planning, staffing, scheduling, and project execution
• Lead and complete assigned accounting, tax, audit, review, and compilation engagements
• Review financial statements, schedules, tax returns, and client deliverables
• Discuss accounting and financial matters directly with clients

Healthcare Advisory

• Develop strong working relationships with healthcare practice owners and administrators
• Evaluate financial processes and internal controls
• Identify opportunities for operational and financial improvement
• Help clients address accounting and business challenges
• Provide proactive guidance and support throughout the year

Financial Oversight

• Review accounting records and supporting schedules
• Assist with budgeting, workflow management, and engagement monitoring
• Support monthly billing processes
• Ensure quality standards and deadlines are consistently achieved
• Maintain compliance with firm and professional standards

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting experience
• Strong accounting and financial reporting knowledge
• Client-facing experience
• Excellent communication and leadership abilities
• Strong project management and organizational skills

Preferred

• CPA, EA, or equivalent certification
• Healthcare industry experience
• Experience supervising staff
• Client Accounting Services experience
• Medical, dental, or veterinary practice exposure
• Experience leading engagements and client meetings

Who Thrives Here?

The ideal candidate:

• Enjoys developing and mentoring team members
• Wants meaningful client interaction
• Is interested in healthcare business operations
• Enjoys solving accounting and operational challenges
• Values continuous learning and professional growth
• Takes ownership of client success
• Wants a long-term path into management and leadership

Benefits

• Competitive compensation package
• Annual bonus opportunities
• Comprehensive healthcare coverage
• Retirement savings plans
• Paid time off and holidays
• Continuing education support
• Leadership development opportunities
• Mentorship and career coaching
• Great Place to Work culture
• Strong advancement opportunities
• Collaborative and supportive environment

What Makes This Opportunity Different?

Many Accounting Supervisor roles focus strictly on reviewing work and managing deadlines.

This opportunity provides the chance to become a true advisor and leader.

You'll partner directly with healthcare business owners, help develop future professionals, contribute to client growth and success, and build the leadership skills necessary for advancement into management roles. The combination of healthcare specialization, client visibility, and professional development makes this an outstanding opportunity for ambitious accounting professionals.

About Our Client

Our client is a respected professional services firm committed to helping clients, employees, and communities thrive. Through exceptional client service, personalized development opportunities, and a collaborative culture, the firm has earned recognition as one of the region's premier employers for accounting professionals.

Employees benefit from strong mentorship, meaningful client relationships, ongoing learning opportunities, and a culture that values both professional achievement and personal well-being.

If you're a Senior Accountant or Accounting Supervisor seeking healthcare industry exposure, leadership opportunities, meaningful client relationships, and a clear path toward management, we'd love to speak with you confidentially.