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Outsourced Accounting Director / Senior Manager
Outsourced Accounting Director / Senior ManagerBerndt CPA LLC • Madison, WI, US
Outsourced Accounting Director / Senior Manager

Outsourced Accounting Director / Senior Manager

Berndt CPA LLC • Madison, WI, US
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Job Description

Job Description

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.

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    Senior Manager Accounting • Madison, WI, US

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