Client Relationship Manager – CPA, EA
Location
Colorado
Posted
81 days ago
Salary
$70K - $90K / year
Seniority
Senior
Job Description
Client Relationship Manager – CPA, EA
RESPEC
• 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.
Job 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.
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