Client Relationship Manager – CPA, EA

Job not on LinkedIn

🕒 March 20

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $70k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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RESPEC

WebsiteLinkedInAll Job Openings

501 - 1000 employees

RESPEC is a company whose domain name, resconsultantgroup. com, is currently parked for free courtesy of GoDaddy. com. The text provided is primarily CSS styling code for web design elements, cookie consent banners, privacy policy links, and operational details of managing web and advertising content. No specific business operations or industry information about RESPEC is available from the given text.

📋 Description

• Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone. • Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth. • Oversee G/L activity, financial statement preparation, and 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 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. • Prior experience working with dental or healthcare clients (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 and a supportive, thriving firm culture.