Client Relationship Manager, CPA/EA

Location

Colorado

Posted

18 days ago

Salary

$70K - $90K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

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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