Client Relationship Manager – Senior Accountant

This is a fully remote position, open to applicants in New York.

📋 Description

• - **Client Ownership:** Act as the main liaison for a designated portfolio of clients, nurturing relationships through email, Zoom, and phone communication.

• - **Advisory & Analysis:** Conduct quarterly meetings with clients to assess financial statements and deliver strategic insights that foster business expansion.

• - **Accounting & Review:** Supervise general ledger activities, prepare financial statements, and perform extensive account reconciliations to guarantee technical precision.

• - **Tax Integration:** Streamline the tax compliance process by preparing returns and supplying accurate financials to the tax department.

• - **Workflow Management:** Evaluate transactional work and ensure all monthly accounting tasks are completed punctually.

⛳️ Requirements

• - A minimum of 5 years of accounting experience in a CPA firm is essential.

• - CPA certification or actively pursuing CPA status is preferred.

• - Must possess expert-level proficiency in QuickBooks Online; experience with UltraTax is advantageous.

• - Strong practical skills in tax planning and preparation are required.

• - You should be a problem-solver who enjoys a client-facing role and excels in a self-motivated, remote work setting.

• - Previous experience with dental or healthcare clients is preferred.

🏝️ Benefits

• - **Security:** 401(k) plan featuring profit sharing and life insurance.

• - **Health:** Medical insurance with employer contributions.

• - **Protection:** Inclusion of short-term and long-term disability plans.

• - **Balance:** Generous paid time off policy and a supportive, thriving firm culture.