Client Relationship Manager – Senior Accountant

Edge Staffing

Remote Client Relationship Manager/Senior Accountant for a growing CPA firm specializing in the dental industry. Managing client relationships and providing advisory services.

Posted 7/4/2026full-timeRemote • New York • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, financial analysis, and accounting practices, with a strong focus on tax compliance and strategic advisory services. Proficient in QuickBooks Online and experienced in managing accounting workflows for healthcare or dental clients.

Highest-signal resume keywords

Client OwnershipExpert-Level Proficiency in QuickBooks OnlineTax Planning and PreparationAccounting Experience in CPA FirmFinancial Statement Preparation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

AccountingFinancial AnalysisTax ComplianceAccount ReconciliationG/L Activity Management

Soft Skills

Problem-SolvingClient-Facing CommunicationSelf-Driven

Tools & Technologies

QuickBooks OnlineUltraTax

Certifications & Qualifications

CPAActively Pursuing CPA

Industry Keywords

Healthcare ClientsDental Clients

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.