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Client Manager, CPA

Goodwin Recruiting Naples, FL

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Our client is seeking a Client Manager, CPA for their growing team. This firm is not just your regular accounting firm- they are the gold standard! Services include corporate and personal tax return preparation, internal bookkeeping, quarterly prepared financial statements, strategic income tax planning and guidance, business entity operational and strategic planning, and more!


The ideal candidate will be a CPA (certified public accountant) with a minimum of 10 years of experience. The client will consider an EA (Enrolled agent) with 10 years of experience. Must be able to work with autonomy and have excellent customer service while interfacing with clients. Need to be able to visit the St. Petersburg office on occasion.


Client Manager, CPA Responsibilities:

  • Bookkeeping via Quickbooks Online
  • Tax return preparation (individual, small business, trust, partnerships)
  • Consult clients on tax matters, estate planning for business, and personal strategic planning
  • Serve as client "right hand" and provide top-notch support with a "can do" attitude
  • Meet with client business CFO and other professionals to collaborate

Client Manager, CPA Qualifications:

  • CPA with a minimum of 10 years of experience OR EA with a minimum of 10 years of experience
  • Bachelors degree in finance, accounting, or related field
  • Strong knowledge of MS Excel, Quickbooks Online, preferably knowledge of Ultra Tax as well
  • "Do what it takes" attitude - never miss a deadline
  • Must be able to work with autonomy
  • Superior communication skills, both written and verbal with experience interfacing with clients

Client Manager, CPA Benefits:

  • Competitive salary
  • 100% covered health insurance for individual
  • 401k with 4% match
  • Profit-sharing
  • PTO
  • Opportunity to advance to Associate & Partner

We/Our Clients are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we/our clients do not discriminate against qualified applicants with arrest or conviction records.
Company Description
REACH: We have successfully recruited in the hospitality, medical, finance and accounting, and manufacturing and engineering industries. We have a diverse group of clients within each of our industries that support our ability to connect candidates with the opportunities that are right for them.

DEPTH: We approach things a little differently than most recruiting companies. We build relationships with our clients and candidates in order to aid in making a successful long-term match.

SUPPORT: As a job seeker, there are no fees - we are here to support and assist you in finding that successful long-term match. We pride ourselves on being partners and guides with our candidates and clients as we develop an intelligent, hand-tailored process that does not waste their time.

See more information about open positions on our Goodwin Recruiting website:
https://jobs.goodwinrecruiting.com/

Goodwin Recruiting

REACH: We have successfully recruited in the hospitality, medical, finance and accounting, and manufacturing and engineering industries. We have a diverse group of clients within each of our industries that support our ability to connect candidates with the opportunities that are right for them. DEPTH: We approach things a little differently than most recruiting companies. We build relationships with our clients and candidates in order to aid in making a successful long-term match. SUPPORT: As a job seeker, there are no fees - we are here to support and assist you in finding that successful long-term match. We pride ourselves on being partners and guides with our candidates and clients as we develop an intelligent, hand-tailored process that does not waste their time. See more information about open positions on our Goodwin Recruiting website: https://jobs.goodwinrecruiting.com/

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Address

Naples, FL
USA

Industry

Business

Website

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