Client Relationship Manager - CPA or EA - Remote (LLI977530)
RES Consultant Group, Phila, PA, United States
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.
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)
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
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.
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)
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