Position SummaryThe 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 DutiesClient 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 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, 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
