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 field6-10 years of accounting experience, with tax and client-facing responsibilitiesPublic accounting background and familiarity with small / mid-size businesses preferredProven track record managing client relationships and overseeing multiple engagementsStrong team leadership and mentorship skillsFamiliarity with cloud-based accounting platforms including QuickBooks OnlineStrategic thinking, organizational efficiency, and high emotional intelligenceEffective written and verbal communication skillsEntrepreneurial spirit with a proactive, solution-oriented approachBest 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 programFlex-time or full-time options with partial remote work availableComprehensive benefits package (health, dental, vision, 401k match)Supportive, people-first firm culture with regular team eventsProfessional development and career advancement opportunitiesPaid time for community involvement and networkingModern technology and tools in a collaborative environmentAwards And Recognition - Recent
2025 - Top Work Places - Small Business - Wisconsin State Journal2025 - Best Places to Work - Small Business - Madison Magazine2025 - Best Accounting Firm to Work For - Accounting Today2024 - People's Choice Awards - Best Accounting Firm2024 - Top Work Places - Small Business - Wisconsin State Journal2024 - Best Places to Work - Small Business - Madison Magazine2024 - InBusiness Executive Choice Award - Accounting Firm2024 - Best Accounting Firm to Work For - Accounting TodayReady 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.
