A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
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
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