Client Relationship Manager, Senior Accountant – CPA, EA

🔥 0 minutes ago

⛰️ Colorado – Remote

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💵 $70k - $90k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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👻 Ghost score 3%

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RESPEC

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

• 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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