Edge Staffing

Client Relationship Manager – CPA, EA

Edge Staffing

full-time

Posted on:

Location Type: Remote

Location: Colorado • United States

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About the role

  • - **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.

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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accountingfinancial statement preparationaccount reconciliationstax compliancetax planningtax preparationG/L activityQuickBooks OnlineUltraTax
Soft Skills
client managementproblem-solvingcommunicationstrategic insightsself-driven
Certifications
CPA