Senior Bookkeeper – Client Advisory
Berndt CPA LLC, Madison, WI, United States
Overview
Senior Bookkeeper – Client Advisory at Berndt CPA LLC. Based in Wisconsin with in-office or hybrid work arrangements depending on role. This role is ideal for an experienced bookkeeping or accounting professional who excels beyond transactional work and thrives in a client-facing, advisory-driven environment. You will serve as a trusted partner to clients, combining strong technical accounting skills with communication, process improvement, and technology expertise to deliver insight—not just numbers.
This position serves as a trusted partner to clients, combining technical accounting expertise with strong communication, leadership, and a consultative mindset.
Key Responsibilities
Lead and oversee accounting engagements for assigned clients, ensuring accuracy, timeliness, and consistency
Serve as a primary advisor and relationship manager for clients, providing proactive guidance and financial insight
Review and oversee month-end and quarterly close processes prepared by staff
Analyze financial results and explain trends, risks, and opportunities to clients
Leverage accounting technology and automation tools to improve workflows and client outcomes
Identify opportunities for process improvement, system enhancements, and advisory services
Collaborate with internal teams to deliver a high-level client experience
Mentor and support accounting staff through review, coaching, and technical guidance
Qualifications
Bachelor’s degree in accounting or related field
5+ years of accounting experience (public accounting or client-facing experience preferred)
Strong technical accounting knowledge and financial reporting experience
Proven ability to manage client relationships and communicate complex information clearly
Experience working in cloud-based accounting systems and technology-driven environments
Strong leadership, organization, and problem-solving skills
Why Berndt CPA
Consistently ranked Top 5 Small Business – Top Places to Work in Wisconsin
Forward-thinking firm with a strong emphasis on technology, advisory services, and client experience
Collaborative culture that values accountability, balance, and professional growth
Competitive compensation and benefits, commensurate with experience
If you are a senior-level accounting professional looking to step into a more strategic, client-focused role with room to grow, we encourage you to apply.
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Senior Bookkeeper – Client Advisory at Berndt CPA LLC. Based in Wisconsin with in-office or hybrid work arrangements depending on role. This role is ideal for an experienced bookkeeping or accounting professional who excels beyond transactional work and thrives in a client-facing, advisory-driven environment. You will serve as a trusted partner to clients, combining strong technical accounting skills with communication, process improvement, and technology expertise to deliver insight—not just numbers.
This position serves as a trusted partner to clients, combining technical accounting expertise with strong communication, leadership, and a consultative mindset.
Key Responsibilities
Lead and oversee accounting engagements for assigned clients, ensuring accuracy, timeliness, and consistency
Serve as a primary advisor and relationship manager for clients, providing proactive guidance and financial insight
Review and oversee month-end and quarterly close processes prepared by staff
Analyze financial results and explain trends, risks, and opportunities to clients
Leverage accounting technology and automation tools to improve workflows and client outcomes
Identify opportunities for process improvement, system enhancements, and advisory services
Collaborate with internal teams to deliver a high-level client experience
Mentor and support accounting staff through review, coaching, and technical guidance
Qualifications
Bachelor’s degree in accounting or related field
5+ years of accounting experience (public accounting or client-facing experience preferred)
Strong technical accounting knowledge and financial reporting experience
Proven ability to manage client relationships and communicate complex information clearly
Experience working in cloud-based accounting systems and technology-driven environments
Strong leadership, organization, and problem-solving skills
Why Berndt CPA
Consistently ranked Top 5 Small Business – Top Places to Work in Wisconsin
Forward-thinking firm with a strong emphasis on technology, advisory services, and client experience
Collaborative culture that values accountability, balance, and professional growth
Competitive compensation and benefits, commensurate with experience
If you are a senior-level accounting professional looking to step into a more strategic, client-focused role with room to grow, we encourage you to apply.
#J-18808-Ljbffr