Berndt CPA LLC ยท 1 week ago
Staff Accountant
Madison, WI
Full-time
Onsite
New Grad, Entry, Mid Level
0+ years expBerndt CPA LLC is a growing public accounting firm seeking a Staff Accountant to join their team. The role involves outsourced cloud-based accounting solutions for small business clients and preparation of federal and state income tax returns.
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 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
Budgeting forecasting, 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 individuals businesses
Will work with OCR software streamlining individual tax preparation within office
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
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
Prior experience (0-3 years) experience in private/public accounting
Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum)
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
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
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
Preferred
Experience working in a paperless environment strongly preferred
More applications preferred in technology skills using Microsoft Office
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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