Client Relationship Manager/Senior Accountant - Remote - CPA or EA (LLI977530)
RES Consultant Group
United StatesPosted 17 days agoDiscoveredMatch locked
RemoteFull TimeSales
About the role
Are you a public accounting pro who loves the advisory side of the business? Our client is a thriving CPA firm specializing in the dental industry, and they are looking for a Remote
Client Relationship Manager
/
Senior Accountant
to own a book of 30 to 40 clients. This role is a dynamic mix of Accounting 40%, Advisory Services 30% includes both business and tax services, Tax Prep 25%, and Bookkeeping 5%, designed for someone who wants to help practice owners truly understand their numbers to make better financial decisions.
Key responsibilities
•
Client Ownership
Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
•
Advisory & Analysis
Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
•
Accounting & Review
Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
•
Tax Integration
Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
•
Workflow Management
Review transactional work and ensure all monthly accounting activities stay on schedule.
- At least 5 years of accounting experience within a CPA firm is mandatory.
- CPA or actively pursuing CPA is preferred.
- Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
- Strong hands-on tax planning and preparation skills.
- You are a problem-solver who is "happy" in a client-facing role and thrives in a self-driven, remote environment.
- Prior experience working with dental or healthcare clients. (Preferred)
Compensation/Benefits
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Security
401(k) plan with profit sharing and life insurance.
•
Health
Medical insurance with an employer contribution.
•
Protection
Short-term and long-term disability plans included.
•
Balance
Generous PTO policy and a supportive, thriving firm culture.
If you feel you have the necessary qualifications, please forward a copy of your resume and state your salary requirements
A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
Originally posted on Himalayas
Not included in the source posting: about the role, qualifications.
Skills
quickbooks
Who can apply
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