Manager – Berndt CPA

Berndt CPA LLC, Providing Entrepreneurs with a Competitive Edge, is a technology driven CPA firm that works closely with Entrepreneurs in Southern Wisconsin. The position is one of growth that will allow you to work directly with clients where your efforts will be recognized daily. This is a hands on position that will allow you to understand and advise clients on best business practices, tax issues and assist them with profitable growth strategies

Job Overview

A manager will lead and manage multiple client engagements to deliver quality Entrepreneurial Business Services for our business clients. This position offers excellent opportunities for leadership and client responsibility.

Objective

The Manager will work within a team dynamic to assist in the services of tax, consulting and monthly or quarterly business services to closely held business clients. Position will concentrate on BOSS consulting to new and existing clients. This is a position of growth, so will require a strong marketing team member for the firm in the community. The practice results should reflect firm values: a quality process and outcome. This practice will be technology-driven and leadership is expected to assist with best practices and consistently implement process improvements.

Functions

Tax

• Prepare/review federal and state income tax returns for individuals and businesses.

• Prepare/review tax planning and estimates and becomes involved in planning for clients

• Will meet with individual tax clients to interview and take client source documents for tax preparation.

BOSS Systems

• Will prepare/review monthly & quarterly clients financial statements both in office and at client’s office.

• Will become Quickbooks Pro Advisor and assist clients and prospects on Quickbooks consulting assignments.

Please email resume to info@berndtcpa.com

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