Client Relationship Manager – CPA, EA

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🕒 Maio 16

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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Edge Staffing

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2019

🎯 Recrutamento

🤝 B2B

Recruitment • B2B • Human Resources

A Edge Staffing é uma provedora nacional de soluções de recrutamento que se especializa em conectar candidatos qualificados com empresas que buscam preencher vagas permanentes e temporárias. Com foco em um serviço personalizado, a Edge Staffing atende tanto grandes corporações quanto pequenas start-ups, promovendo fortes relações com clientes e candidatos. Sua equipe de recrutadores experientes é dedicada a práticas éticas e um serviço ao cliente excepcional, assegurando um êxito tanto para candidatos quanto para empregadores.

Descrição

• **Client Ownership:** Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone. • **Advisory & Analysis:** Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth. • **Accounting & Review:** Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy. • **Tax Integration:** Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department. • **Workflow Management:** Review transactional work and ensure all monthly accounting activities stay on schedule.

🎯 Requisitos

• At least 5 years of accounting experience within a CPA firm is mandatory. • CPA or actively pursuing CPA is preferred. • Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus. • Strong hands-on tax planning and preparation skills. • You are a problem-solver who is "happy" in a client-facing role and thrives in a self-driven, remote environment. • Prior experience working with dental or healthcare clients. (Preferred)

🏖️ Benefícios

• **Security:** 401(k) plan with profit sharing and life insurance. • **Health:** Medical insurance with an employer contribution. • **Protection:** Short-term and long-term disability plans included. • **Balance:** Generous PTO policy and a supportive, thriving firm culture.