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Senior Bookkeeper – Client Advisory

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Berndt CPA LLC
Full Time position
Listed on 2026-01-15
Job specializations:
  • Accounting
    Senior Accountant, Public Accounting, Accounting Manager
Job Description & How to Apply Below

Senior Bookkeeper - Client Advisory

Berndt CPA LLC | Wisconsin | In-Office / Hybrid (based on role)

Berndt CPA LLC is seeking a Senior Bookkeeper - Client Advisory to join our growing firm. 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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Position Requirements
10+ Years work experience
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