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Cpa Relationship Manager Jobs (NOW HIRING)

CPA Firm

Certified Public Accountant (CPA)

Sarasota, FL · On-site

$80K - $90K/yr

Provide exceptional client service and maintain strong client relationships. * Collaborate with ... Strong knowledge of general ledger accounting and trial balance procedures. * CPA license required ...

Magnify

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Certified Public Accountant

Richmond, VA · On-site

$70K - $100K/yr

Ability to manage multiple clients, projects, and deadlines in a fast-paced environment * Strong ... and relationship-building skills * Desire to grow professionally and build a long-term career ...

Laird Law Firm

Certified Public Accountant

Clear Lake, IA · On-site

$85K - $110K/yr

... client relationships. The successful candidate will work closely with our existing CPA and ... Ability to manage multiple client matters and deadlines * Strong written and verbal communication ...

Padgett Business Advisors- Indianapolis

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Certified Public Accountant (CPA)

Indianapolis, IN · On-site

$75K - $130K/yr

... management, and financial growth bottlenecks. * Proactive Tax Planning: Move beyond reactive ... Relationship Architecture: Nurture long-term, trust-based relationships with a dedicated roster of ...

New

AM Advisors LLC

Certified Public Accountant (CPA)

Oakland, CA · On-site

$86K - $118K/yr

CPA We are looking for a highly-analytical certified public accountant (CPA) to join our talented ... To accomplish your goal of successfully managing our company's tax and financial processes, you ...

Solar Mason

Certified Public Accountant (CPA)

Scranton, PA · On-site +1

$74K - $102K/yr

Managing company's payroll system, ensuring timely and accurate compensation to our employees ... Certified Public Accountant (CPA) licensure is mandatory. * Bachelor's degree in Accounting or ...

W3Global

Certified Public Accountant

Muscatine, IA · On-site

$70K - $95K/yr

... CPA or EA designation. * Strong knowledge of federal and state tax laws and regulations ... Opportunity to develop and manage your own client relationships. * Increasing responsibility and ...

NGFN

Certified Public Accountant (CPA)

Lancaster, OH · On-site

$70K - $90K/yr

... client relationships. We are currently seeking an experienced and detail-oriented Senior Tax ... Manage multiple client engagements and deliver high-quality service within deadlines. * Identify ...

NGFN

Certified Public Accountant (CPA)

Piqua, OH · On-site

$70K - $90K/yr

... client relationships. We are currently seeking an experienced and detail-oriented Senior Tax ... Manage multiple client engagements and deliver high-quality service within deadlines. * Identify ...

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Cpa Relationship Manager information

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$28K

$80.7K

$140.5K

How much do cpa relationship manager jobs pay per year?

As of Sep 14, 2026, the average yearly pay for cpa relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is a CPA Relationship Manager?

A CPA Relationship Manager is a professional who acts as a liaison between a financial institution or service provider and Certified Public Accountants (CPAs). Their primary role is to build and maintain strong partnerships with CPAs, helping them access products, services, or support that benefit their clients. They often provide training, updates on new offerings, and facilitate communication to ensure CPAs can effectively serve their clients’ financial needs. This role requires excellent interpersonal skills, knowledge of financial products, and an understanding of the CPA profession.

What are the key skills and qualifications needed to thrive as a CPA Relationship Manager, and why are they important?

To thrive as a CPA Relationship Manager, you need a solid background in accounting or finance, usually with a CPA certification, and strong client management experience. Familiarity with CRM platforms, financial analysis tools, and tax preparation software is typically required. Excellent interpersonal communication, problem-solving, and negotiation skills help you build trust and foster long-term client relationships. These competencies are crucial for effectively managing client portfolios, delivering value-added financial advice, and driving business growth.

How does a CPA Relationship Manager typically collaborate with internal teams and external partners to support client needs?

A CPA Relationship Manager works closely with internal departments such as tax, audit, and advisory teams to ensure clients receive comprehensive financial solutions. Externally, they maintain ongoing communication with clients and strategic partners, often facilitating introductions and coordinating joint initiatives. Effective collaboration is essential for addressing client challenges, streamlining service delivery, and identifying new business opportunities. Regular meetings, clear documentation, and proactive follow-ups are common practices to keep all stakeholders aligned and informed.

What cities are hiring for Cpa Relationship Manager jobs?

Cities with the most Cpa Relationship Manager job openings:

What states have the most Cpa Relationship Manager jobs?

States with the most job openings for Cpa Relationship Manager jobs include:

What are popular job titles related to Cpa Relationship Manager jobs?

For Cpa Relationship Manager jobs, the most frequently searched job titles are:

Infographic showing various Cpa Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Certified Public Accountant (CPA)

Sarasota, FL • On-site

CPA Firm
See more jobs at CPA Firmexternal

$80K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Key responsibilities

  • Prepare and review federal and state tax returns for various entities to ensure accuracy, consistency, and timely completion.

  • Provide exceptional client service and maintain strong client relationships.

  • Collaborate with team members to streamline processes and implement best practices.

Job description

Who We Are

Cavanaugh & Co., LLP is a well-established, full-service CPA firm based in Sarasota, Florida. We are built on decades of expertise, trust, and a commitment to excellence.


But it's not just about the numbers and spreadsheets here. We believe in fostering a collaborative and inclusive work environment where every team member is empowered to thrive and grow. The firm recognizes that its staff are their greatest assets, and you'll play an integral part in maintaining the supportive, people-first culture.


Job Overview

We are seeking a dedicated Senior level CPA who brings both precision and empathy to their work. If you value collaboration, enjoy making an impact, and thrive in a team that genuinely supports one another- we would love to meet you. This role is perfect for professionals proficient in corporate and individual income tax preparation and planning, general ledger accounting, trial balance preparation, and have an interest in building a long-term rewarding career.


Key Responsibilities

  • Prepare and review routine to complex federal and state tax returns for individuals, corporations, partnerships, trusts, and other business entities, ensuring accuracy, consistency, and timely completion.
  • Provide exceptional client service and maintain strong client relationships.
  • Collaborate with team members and assist in streamlining processes and implementing best practices.
  • Utilize accounting software such as QuickBooks, CCH, Engagement, and other financial software tools.
  • Forward-thinking approach to technology adoption and process improvement, with a willingness to implement AI-assisted workflows responsibly and effectively.
  • Thrive in a fast-paced, deadline-driven environment.
  • Ability to handle sensitive and confidential client information properly.
  • Take ownership of projects, demonstrate sound judgment, and contribute ideas for firm improvement.


Qualifications

  • Successful completion of a bachelor’s degree in accounting.
  • Minimum 5+ years of recent experience in public accounting.
  • Proficient in corporate and individual income tax preparation.
  • Strong knowledge of general ledger accounting and trial balance procedures.
  • CPA license required, though experienced candidates actively progressing toward licensure may be considered.
  • Ability to work independently and collaboratively within a team.
  • Strong proficiency with tax preparation software, research tools, Microsoft Office, and related accounting technology.
  • Excellent communication skills with the ability to explain complex tax concepts clearly and maintain strong client relationships.


Join us if you're passionate about leveraging your tax expertise to help clients navigate complex financial landscapes. We value proactive professionals who thrive in collaborative environments while maintaining meticulous attention to detail. This is your chance to grow your career in a supportive setting that recognizes and values your skills.


Job Type: Full-time

Pay: From $75,000.00 per year


Benefits:

  • 401(k) + Employer Match
  • Health, Dental, Vision & Life Insurance
  • Ample PTO
  • Paid CPE & Professional Development


Actual compensation for our roles will be aligned with the position’s responsibilities, level, and experience of the selected candidate.


Please, no calls or inquiries from third-party recruiters, or staffing agencies


Work Location: In person