Edge Staffing

Account Manager

• - **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.

Client Relationship Manager – CPA, EA