Accounting Manager (Healthcare), CPA/EA

Wertz & Associates•Brookfield, WI

34d•Hybrid

About The Position

Our client, a nationally recognized professional services firm and certified Great Place to Work®, is seeking an experienced Accounting Manager to join its growing Small Business Accounting team with a specialized focus on healthcare clients including medical practices, dental groups, and veterinary organizations. This is more than a traditional accounting management role. It's an opportunity to become an integral part of your clients' businesses while serving as a trusted advisor to healthcare practice owners and administrators. You'll lead client engagements, mentor talented professionals, oversee complex accounting projects, and help growing healthcare organizations make better financial and operational decisions. If you're seeking a highly visible leadership role that combines accounting expertise, healthcare advisory services, client relationship management, and team development, we'd welcome a confidential conversation.

Requirements

CPA, EA, or equivalent professional certification
Bachelor's Degree in Accounting or related field
5+ years of public accounting experience
Strong client relationship management experience
Experience supervising and developing staff
Excellent communication and leadership skills
Strong project management and organizational abilities

Nice To Haves

Healthcare industry expertise
Outsourced accounting leadership experience
Strong business development skills
Extensive client portfolio management experience

Responsibilities

Lead client engagements from planning through completion
Coordinate all phases of accounting and advisory projects
Serve as the primary relationship manager for assigned clients
Develop a deep understanding of client operations and goals
Deliver exceptional client service and strategic guidance
Advise medical, dental, and veterinary practices on financial performance
Assist clients with operational and accounting improvements
Evaluate internal controls and business processes
Identify opportunities for efficiency improvements and profitability enhancement
Provide strategic recommendations to support growth and long-term success
Supervise preparation and review of client deliverables
Monitor engagement budgets and timelines
Review financial reporting and supporting work product
Oversee client onboarding activities
Ensure quality standards and service expectations are achieved
Lead, mentor, and develop accounting staff
Conduct performance evaluations and career planning discussions
Assist with recruiting and hiring initiatives
Support employee engagement and retention efforts
Develop future leaders within the department
Strengthen existing client relationships
Identify opportunities to expand service offerings
Participate in networking and community involvement activities
Build relationships with referral sources and centers of influence
Support client retention and growth initiatives