About this opportunity
Wertz & Associates lists this Accounting Manager, CPA/EA opportunity in town of brookfield, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Accounting Manager (Healthcare), CPA/EA
Healthcare Advisory | Client Leadership | Practice Growth | Great Place to Work®
Compensation:
$120,000–$155,000 Base + Bonus + Leadership Advancement Opportunity
Location: Brookfield, Wisconsin
Schedule : Flexible Hybrid
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.
Why This Opportunity Stands Out
$120,000–$155,000 base salary
Annual performance bonus opportunities
Leadership role within a growing healthcare accounting practice
Significant client-facing and advisory responsibilities
Specialized focus on medical, dental, and veterinary practices
Opportunity to become a trusted advisor to business owners
Direct interaction with firm leadership
Personalized mentoring and professional development
Clear advancement path toward Senior Manager and Director-level opportunities
Great Place to Work® certified culture
Strong emphasis on career growth and leadership development
Exceptional candidates with healthcare industry expertise, outsourced accounting leadership experience, strong business development skills, or extensive client portfolio management experience may be considered above the posted compensation range.
About the Firm
Our client is one of the Midwest's premier accounting, consulting, and advisory organizations serving businesses, healthcare providers, nonprofit organizations, and entrepreneurs.
The firm provides services including:
Client Accounting Services
Healthcare Advisory
Tax Planning & Compliance
Audit & Assurance
Outsourced Accounting
Business Consulting
Wealth Advisory Services
The organization is known for investing heavily in employee development while building long-term client relationships that create meaningful business impact.
The Opportunity
As an Accounting Manager, you'll serve as a key advisor to healthcare organizations and business owners while managing client engagements and developing accounting professionals.
You'll gain significant exposure to:
Healthcare Accounting
Medical Practice Advisory
Dental Practice Management
Veterinary Practice Consulting
Financial Reporting
Client Accounting Services
Internal Controls & Process Improvement
Leadership & Team Development
Business Consulting
Practice Growth Initiatives
This role offers an outstanding combination of technical accounting expertise, advisory services, and leadership responsibility.
Key Responsibilities
Client Advisory & Engagement Management
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
Healthcare Practice Advisory
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
Accounting & Financial Oversight
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
Leadership & Talent Development
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
Business Development & Practice Growth
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
Qualifications
Required
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
Who Thrives Here?
The ideal candidate:
Enjoys becoming a trusted advisor to business owners
Wants meaningful client interaction and visibility
Enjoys mentoring and developing team members
Has strong project management capabilities
Values continuous learning and growth
Enjoys solving operational and financial challenges
Wants a long-term leadership career within a growing firm
Benefits
Competitive compensation package
Performance-based bonus opportunities
Comprehensive healthcare coverage
Retirement savings programs
Paid time off and holidays
Professional development opportunities
Leadership training and mentoring
Great Place to Work® culture
Career advancement pathways
Collaborative team environment
Strong focus on employee growth and success
What Makes This Opportunity Different?
Many Accounting Manager opportunities focus solely on financial reporting.
This role offers the chance to become a true business advisor.
You'll work closely with healthcare practice owners and leadership teams, helping them improve operations, strengthen financial performance, and achieve long-term business objectives. At the same time, you'll play a critical role in developing future professionals and contributing to the growth of a highly respected advisory practice.
For professionals seeking a blend of accounting leadership, client advisory work, healthcare specialization, and career advancement, this opportunity stands out.
About Our Client
Our client is a respected professional services organization known for exceptional client service, strong employee development programs, and a collaborative culture focused on helping people thrive. Through continuous investment in its people, technology, and client relationships, the firm has established itself as a destination employer for accounting professionals seeking growth, leadership opportunities, and meaningful client impact.
Employees benefit from leadership accessibility, industry specialization opportunities, personalized mentoring, and a culture that genuinely supports both professional achievement and personal success.
If you're an Accounting Manager seeking healthcare industry exposure, leadership opportunities, meaningful client relationships, and a clear path for long-term career growth, we'd love to speak with you confidentially.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.