Berndt CPA LLC · 1 week ago
Senior Staff Accountant
Madison, WI
Full-time
Onsite
Senior Level
3+ years expBerndt CPA LLC is a next-generation accounting firm that focuses on providing outsourced accounting services to small business clients. The Senior Staff Accountant will work closely with clients in an outsourced controller role, assisting with budgeting, forecasting, and tax preparation while fostering strong professional relationships.
AccountingConsultingFinancial Services
Responsibilities
Will work with many of the firm's clients in an outsourced controller role with a complete cloud accounting system
Will assist clients and prospects with Quickbooks Online as primary business reporting technology
Develop a strong, productive, professional, trusted advisor relationship with assigned clients
Partner with clients by understanding their business and industry and providing ongoing advice, insights and support
Budgetingforecasting, cash flow and other strategic planning with the client
Preparation of and monitoring of Key Performance Indicators (KPIs)
Prepares federal and state income tax returns for individualsbusinesses
Exhibits time management and organization skills
Develops entrepreneurial approach to client service and good working relationships with client personnel
Builds new and existing client relationships and demonstrates basic knowledge of client's businesses
Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals
Develops means of communication to clients and persons responsible for maintaining relationship with clients
Accepts volunteer positions in community organizations
Understands firm ethics and demonstrates them consistently
Qualification
Required
Minimum of a Bachelor's degree in accounting or other related program
CPA license or CPA eligible
Minimum 3 years' experience in private/public accounting
Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
Ability to multi-task and to work independently with minimal supervision
Strong interpersonal and relationship building skills
Team player with a positive - 'can do' approach
Preferred
Experience working in a paperless environment strongly preferred
Company
Berndt CPA LLC
At Berndt CPA LLC, we believe entrepreneurs are the driving force behind innovation, job creation, and community growth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alicia Greer, CPA
COO
Jay Mouille, CPA
Partner
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