Accounting Supervisor (Healthcare)

Wertz & Associates•Brookfield, WI

6d•Hybrid

About The Position

Our client, a leading professional services firm and certified Great Place to Work®, is seeking an experienced Accounting Supervisor to join its growing Small Business Accounting team in Brookfield, with a specialized focus on healthcare organizations including medical practices, dental groups, and veterinary clinics. This is more than a traditional accounting role. It's an opportunity to become a trusted resource for healthcare business owners while supervising staff, managing client engagements, developing future leaders, and helping clients improve the financial performance and operational efficiency of their practices. As a highly visible member of the team, you'll work directly with clients, managers, and firm leadership while gaining valuable experience in healthcare accounting, advisory services, client management, and team development. If you're looking for a leadership opportunity that combines accounting expertise, healthcare industry exposure, and a clear path toward management, we'd welcome a confidential conversation.

Requirements

Bachelor's Degree in Accounting or related field
3+ years of public accounting experience
Strong accounting and financial reporting knowledge
Client-facing experience
Excellent communication and leadership abilities
Strong project management and organizational skills

Nice To Haves

CPA, EA, or equivalent certification
Healthcare industry experience
Experience supervising staff
Client Accounting Services experience
Medical, dental, or veterinary practice exposure
Experience leading engagements and client meetings

Responsibilities

Assign, review, and coordinate work among staff members
Train, mentor, and develop accounting professionals
Conduct meaningful performance reviews and coaching discussions
Lead team projects involving multiple staff members
Promote collaboration, engagement, and professional growth
Help build a high-performing and inclusive team culture
Coordinate all phases of client engagements
Assist with planning, staffing, scheduling, and project execution
Lead and complete assigned accounting, tax, audit, review, and compilation engagements
Review financial statements, schedules, tax returns, and client deliverables
Discuss accounting and financial matters directly with clients
Develop strong working relationships with healthcare practice owners and administrators
Evaluate financial processes and internal controls
Identify opportunities for operational and financial improvement
Help clients address accounting and business challenges
Provide proactive guidance and support throughout the year
Review accounting records and supporting schedules
Assist with budgeting, workflow management, and engagement monitoring
Support monthly billing processes
Ensure quality standards and deadlines are consistently achieved
Maintain compliance with firm and professional standards