Client Relationship Manager – Senior Accountant

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

📋 Description

• Manage a portfolio of 30 to 40 clients.

• Act as the main point of contact for clients through email, Zoom, and phone communications.

• Conduct quarterly meetings with clients to review financial statements and offer strategic advice.

• Supervise general ledger activities and prepare financial statements.

• Execute detailed account reconciliations to ensure technical precision.

• Streamline the tax compliance process by preparing returns and delivering accurate financials to the tax department.

• Evaluate transactional work.

• Ensure that monthly accounting tasks are completed on time.

• Provide a combination of accounting, advisory, tax preparation, and bookkeeping services across the designated role mix.

⛳️ Requirements

• Minimum of 5 years of accounting experience in a CPA firm is essential.

• CPA certification or active pursuit of CPA is preferred.

• Must possess expert-level proficiency in QuickBooks Online.

• Familiarity with UltraTax is a plus.

• Strong skills in tax planning and preparation are required.

• Demonstrated problem-solving abilities.

• Capability to work in a client-facing role.

• Ability to succeed in a self-motivated, remote work environment.

• Prior experience with dental or healthcare clients is preferred.

🏝️ Benefits

• 401(k) plan with profit sharing and life insurance coverage.

• Medical insurance with contributions from the employer.

• Inclusion of short-term and long-term disability plans.

• Generous paid time off policy.

• A supportive and thriving firm culture.

• Opportunity for remote work arrangements.