Position SummaryThe 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 DutiesClient 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 OfferAt 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
