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Client Relationship Manager - CPA or EA - Remote (LLI977530) at White-Horse-224 - ApplyBlast

Client Relationship Manager - CPA or EA - Remote (LLI977530)

White-Horse-224

5 months ago

Remote

Full Time

Senior

0 applicants

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About this role

A Senior Accountant/Client Relationship Manager at a CPA firm specializing in the dental industry, overseeing 30-40 clients and managing client relationships via email, Zoom, and phone.

Responsibilities

Serve as the primary contact for a dedicated book of clients
Meet with clients quarterly to review financial statements and provide strategic insights
Oversee G/L activity, financial statement preparation, and heavy account reconciliations
Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department
Review transactional work and ensure all monthly accounting activities stay on schedule

Skills

Qualifications

CPA or actively pursuing CPAQuickBooks Online proficiencyTax planning and preparation experienceProblem-solving skillsExperience with dental or healthcare clients

About White-Horse-224

searchhounds.com

SearchHounds is a comprehensive search directory that curates resources across dozens of industries — from arts & entertainment, automotive, business, education and employment to real estate, technology, travel, wellness and more. The site organizes content by topic and provides a central search tool and curated category pages to help users quickly discover guides, services, reviews, and news. It’s built for consumers, professionals, and researchers who want a single place to find vetted links and topical resources. SearchHounds emphasizes easy browsing, topical collections, and searchable access to curated online information.

About White-Horse-224

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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Salary

Listed by employer

34% below the average for this role

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