Client Relationship Manager – CPA, EA

Job not on LinkedIn

🕒 May 16

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Edge Staffing

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2019

🎯 Recruiter

🤝 B2B

Recruitment • B2B • Human Resources

Edge Staffing is a national recruitment solutions provider that specializes in connecting qualified candidates with companies seeking to fill permanent and contract positions. With a focus on personalized service, Edge Staffing caters to both large corporations and small start-ups, fostering strong relationships with clients and applicants. Their team of experienced recruiters is dedicated to ethical practices and exceptional customer service, ensuring a successful match for job seekers and employers alike.

📋 Description

• **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.

🎯 Requirements

• 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)

🏖️ Benefits

• **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.