Client Relationship Manager – CPA, EA
Emploi pas sur LinkedIn
🕒 il y a 7 mois
⛰️ Colorado – Distant
💵 $70 000 - $90 000 / an
⏰ Temps Plein
🟡 Intermédiaire
🟠 Senior
💰 Responsable de comptes
👻 Score fantôme 44%
🗣️🇺🇸🇬🇧 Anglais requis
D'où vient cette offre
Publiée sur la page carrières de RES Consultant Group, pas via un site d'emploi
Repérée par Remote Rocketship il y a 7 mois
Toujours ouverte sur le site de RES Consultant Group. Vérifiée il y a 9 heures.
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.
🎯 Exigences
• 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).
🏖️ Avantages
• 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.
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