Edge Staffing logo
Edge Staffing

Edge Staffing is a technical recruiting agency that provides temp, temp-to-hire, direct hire, and payroll services.

Client Relationship Manager – Senior Accountant

Account ManagerSalesFull TimeRemoteSeniorTeam 11-50Since 2019H1B No SponsorCompany SiteLinkedIn

Location

New York

Posted

13 hours ago

Salary

0

Seniority

Senior

Professional Certificate5 yrs expEnglish

Job Description

Client Relationship Manager – Senior Accountant

Edge Staffing

- **Client Ownership:** Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone. - **Advisory & Analysis:** Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth. - **Accounting & Review:** Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy. - **Tax Integration:** Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department. - **Workflow Management:** 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.
  • You are a problem-solver who is "happy" in a client-facing role and thrives in a self-driven, remote environment.
  • Prior experience working with dental or healthcare clients. (Preferred)

Benefits

  • Security:** 401(k) plan with profit sharing and life insurance.
  • Health:** Medical insurance with an employer contribution.
  • Protection:** Short-term and long-term disability plans included.
  • Balance:** Generous PTO policy and a supportive, thriving firm culture.

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