Outsourced Accounting Manager

Berndt CPA LLC; Madison (WI); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation and bonus program

Flex-time or full-time options

Comprehensive benefits package

Supportive team culture

Professional development opportunities

Paid time for community involvement

Job summary

A leading advisory firm in Madison, Wisconsin, is seeking an entrepreneurial Outsourced Accounting Manager. This role involves managing outsourced accounting and tax engagements for small to mid-sized businesses, fostering client relationships, and leading teams. Ideal candidates possess a CPA license, relevant educational background, and strong communication and leadership skills. The firm values innovation and offers competitive compensation, a flexible work environment, and numerous professional development opportunities.

Qualifications

• 5+ years of accounting experience, with tax and client-facing responsibilities.
• Public accounting background preferred, familiarity with small/mid-size businesses.
• Proficient in cloud-based accounting platforms.
• Public accounting background preferred.
• Proficient in cloud-based accounting—QuickBooks Online in particular.

Responsibilities

• Manage outsourced accounting and tax engagements for clients.
• Serve as the main contact for assigned clients.
• Prepare business and individual tax returns for clients.
• Mentor junior staff and drive process improvements and new service offerings.

Skills

Client service

Leadership

Entrepreneurial thinking

Communication skills

Attention to detail

Education

Bachelor's degree in accounting, finance, or related field

Active CPA license or EA credential

Tools

QuickBooks Online

Bill.com

FinOptimal

Fathom

Job description

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