Edge Staffing
Edge Staffing is a technical recruiting agency that provides temp, temp-to-hire, direct hire, and payroll services.
Client Relationship Manager – CPA, EA
Location
Colorado
Posted
11 days ago
Salary
Not specified
Bachelor Degree5 yrs expEnglish
Job Description
- **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.
