Client Relationship Manager – CPA, EA
Stelle nicht auf LinkedIn
🕒 vor 3 Monaten
⛰️ Colorado – Remote
💵 $70.000 - $90.000 / Jahr
⏰ Vollzeit
🟡 Mittelstufe
🟠 Senior
💰 Account Manager
👻 Geisterscore 18%
🗣️🇺🇸🇬🇧 Englisch erforderlich
Woher diese Stelle stammt
Veröffentlicht auf der Karriereseite von RES Consultant Group, nicht über eine Jobbörse
Von Remote Rocketship zum ersten Mal gesehen vor 3 Monaten
Noch offen auf der Website von RES Consultant Group. Geprüft vor 5 Stunden.
Beschreibung
• 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
🎯 Anforderungen
• 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 • Must have prior experience working with dental or healthcare clients (Preferred)
🏖️ Vorteile
• 401(k) plan with profit sharing • Medical insurance with an employer contribution • Short-term and long-term disability plans included • Generous PTO policy • Supportive, thriving firm culture
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