Client Relationship Manager - CPA or EA - Remote (LLI977530)
Res Consultant Group / Recruiting Edge Staffing, Denver, CO, United States
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. 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
#J-18808-Ljbffr
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
#J-18808-Ljbffr