Client Relationship Manager – Senior Accountant

🕒 September 3

🗽 New York – Remote

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⏰ Full Time

🟠 Senior

💰 Account Manager

Where this job comes from

Posted on Res Consultant Group / Recruiting Edge Staffing's careers page, not through a job board

First seen by Remote Rocketship September 3

Still open on Res Consultant Group / Recruiting Edge Staffing's site. Checked 6 hours ago.

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Logo of Res Consultant Group / Recruiting Edge Staffing

Res Consultant Group / Recruiting Edge Staffing

2 - 10 employees

Founded 2012

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Res Consultant Group / Recruiting Edge Staffing is a national recruitment and staffing firm that provides permanent and contract placement services to employers and job seekers across North America. The company offers personalized recruitment solutions for organizations of all sizes, matching qualified candidates to current openings and providing confidential, ethical, consultative hiring support. Services are aimed at both employers (no-fee consultations) and applicants (job search and placement assistance).

📋 Description

• Own a book of 30 to 40 clients • Serve as the primary contact for clients via email, Zoom, and phone • Meet with clients quarterly to review financial statements and provide strategic insights • Oversee G/L activity and prepare financial statements • Perform heavy account reconciliations to ensure technical accuracy • Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department • Review transactional work • Ensure monthly accounting activities stay on schedule • Deliver accounting, advisory, tax preparation, and bookkeeping services across the stated role mix

🎯 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 • Problem-solving ability • Ability to work in a client-facing role • Ability to thrive in a self-driven, remote environment • Prior experience working with dental or healthcare clients is preferred

🏖️ Benefits

• 401(k) plan with profit sharing and life insurance • Medical insurance with an employer contribution • Short-term and long-term disability plans included • Generous PTO policy • Supportive, thriving firm culture • Remote work arrangement

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