Client Relationship Manager – CPA, EA

Edge Staffing

Remote Client Relationship Manager/Senior Accountant at a CPA firm specializing in the dental industry. Overseeing client relationships and providing strategic financial insights.

Posted 5/16/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

**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

What you’ll need

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

Comp & perks

**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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingfinancial statement preparationaccount reconciliationstax compliancetax planningtax preparationQuickBooks OnlineUltraTax

Soft Skills

client managementproblem-solvingcommunicationself-drivenrelationship management

Certifications

CPA