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Cpa Relationship Manager Jobs (NOW HIRING)

Frankel

CPA - Certified Public Accountant

Omaha, NE · On-site

We value people and our relationships, integrity, and a motivated work-ethic. We're not your ... Managers (Tax and Audit) What we offer you: * Reduced Required Hours * Health, Dental, Vision ...

Frankel

CPA - Certified Public Accountant

Omaha, NE · On-site

We value people and our relationships, integrity, and a motivated work-ethic. We're not your ... Managers (Tax and Audit) What we offer you: * Reduced Required Hours * Health, Dental, Vision ...

Jobless

Certified Public Accountant

Waukesha, WI · On-site

$75K - $103K/yr

The ideal candidate is a relationship-focused tax professional who enjoys solving complex tax ... Active CPA license in good standing. * Bachelor's degree in Accounting; Master's degree preferred ...

CornerStone Staffing

Certified Public Accountant

Plano, TX · On-site

$65 - $72/hr

Certified Public Accountant Location Plano, TX | Onsite COMPENSATION & SCHEDULE * $65.00 - $72.00 ... Strong analytical skills with attention to detail and ability to manage multiple deadlines in a ...

Theactorsvillage

Certified Public Accountant

Los Angeles, CA · On-site

$80K - $111K/yr

We are looking for an experienced Certified Public Accountant (CPA) to join our accounting ... Brief senior managers regularly on the company's financial status * Liaise with Tax Accountants to ...

Manay-CPA

Sr. Accountant (CPA)

Marietta, GA · On-site

$67K - $84K/yr

... a personalized, relationship-first approach. We partner with clients at every stage of their ... Manage clients' financial operations, including taxation, accounting, bookkeeping, and payroll ...

The Reserves Network Inc

CPA, Sr. Accountant

Ankeny, IA · On-site

$90K - $150K/yr

Sr. Accountant, CPA (Tax & Audit) | $90,000-$1 5 0,000 | On-site ( Ankeny or Ames, IA ) / Direct ... relationships with clients while maintaining a fun and collaborative team culture. If you're ...

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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)

Guaynabo, PR • On-site

Sun West Mortgage-Since 1980
See more jobs at Sun West Mortgage-Since 1980external

$75K - $103K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Job description

Role Overview

We are seeking a highly skilled, licensed Certified Public Accountant (CPA) in Puerto Rico to manage the comprehensive financial and tax affairs for a High-Net-Worth Individual (HNWI) and their associated Puerto Rico-based LLC.

The ideal candidate will be an expert in the complexities of the Puerto Rico Internal Revenue Code and have a deep understanding of local tax incentives (e.g., Act 60). You will serve as a strategic advisor, ensuring full compliance while optimizing tax positions for both the individual and the business entity.

We prioritize enthusiasm and passion over traditional “Big Five” experience.


Key Responsibilities

1. Puerto Rico Tax Compliance & Strategy

  • Prepare and file all Puerto Rico individual income tax returns (Form 482) for high-net-worth family
  • Manage tax filings for Puerto Rico LLCs, including informative returns and partnership filings where applicable.
  • Ensure compliance with Act 60 (formerly Act 20/22) requirements, including annual reports and maintaining the tax exemption decree.
  • Oversee municipal tax requirements, including Patente Municipal (Volume of Business Tax) and CRIM (Property Tax).

2. Accounting & Financial Management

  • Maintain accurate books and records for the LLC in accordance with GAAP or tax-basis accounting.
  • Perform quarterly and year-end closings, providing detailed financial statements.
  • Manage cash flow forecasting and personal financial statements for the individual.
  • Coordinate with external auditors or legal counsel as necessary.

3. Strategic Advisory

  • Provide proactive tax planning to minimize liabilities across PR and Federal jurisdictions (where applicable).
  • Advise on the tax implications of local investments, real estate transactions, and cross-border income.
  • Monitor changes in Puerto Rico Department of the Treasury (Hacienda) regulations and advise on impact.


Required Qualifications & Skills

  • Licensure: Active CPA license in Puerto Rico (Colegio de Contadores Públicos Autorizados de Puerto Rico) is mandatory.
  • Experience: Minimum of 2–4 years of experience in tax accounting, specifically working with HNWIs and Puerto Rico business structures.
  • Regulatory Expertise: Deep fluency in the Puerto Rico Internal Revenue Code and the PR Incentives Code (Act 60).
  • Technical Skills: Proficiency in PR-specific tax software (e.g., Expert Tax, SURI platform) and accounting software (QuickBooks, Xero, or similar).
  • Communication: Bilingual in English and Spanish is required, with the ability to explain complex PR tax laws to stakeholders.
  • Integrity: Absolute discretion and confidentiality regarding personal and business finances.

Company Description

Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.