A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team. Job Description 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.
Requirements
- 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)
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.
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Client Relationship Manager/Senior Accountant Arbeitgeber: RES Consultant Group
Unser Unternehmen bietet eine hervorragende Arbeitsumgebung für Steuerfachleute, die eine ausgewogene Work-Life-Balance schätzen. Mit einem engagierten Team und minimalen Überstunden fördern wir eine entspannte, aber professionelle Kultur, die auf Ergebnissen basiert. Zudem profitieren unsere Mitarbeiter von umfassenden Gesundheitsleistungen, einer 401(k)-Rente mit Unternehmensbeiträgen und der Möglichkeit, vollständig remote zu arbeiten.
