🕒 3 days ago
Maintain accurate bank, credit card, and vendor records; reconcile statements, allocate costs across projects and cost centers, and flag financial discrepancies for review.
Client Relationship Manager/Senior Accountant - Remote - (LLI977530)
📅 Sep 2
Client Relationship ManagementClient AdvisoryAccountingFinancial Statement Preparation
📜 Description
- Manage a dedicated portfolio of 30–40 clients as their primary contact across email, Zoom, and phone.
- Meet with clients quarterly to review financial statements and provide business and tax advisory insights.
- Oversee general ledger activity, financial statement preparation, and account reconciliations.
- Prepare tax returns and provide accurate financials to the tax department.
- Review transactional work and keep monthly accounting activities 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.
Full job description
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.
If you feel you have the necessary qualifications, please forward a copy of your resume and state your salary requirements
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