Client Relationship Manager, Senior Accountant – CPA, EA
Job not on LinkedIn
🕒 September 2
Where this job comes from
Posted on RES Consultant Group's careers page ↗, not through a job board
First seen by Remote Rocketship September 2
Still open on RES Consultant Group's site. Checked 4 hours ago.
📋 Description
• Own and manage a dedicated book of 30 to 40 clients • Serve as the primary client contact via email, Zoom, and phone • Meet with clients quarterly to review financial statements and provide strategic insights • Oversee general ledger activity and financial statement preparation • 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 and ensure monthly accounting activities stay on schedule • Provide accounting, advisory services, tax preparation, and bookkeeping support
🎯 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 • Comfortable 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
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