Remote Client Relationship Manager - CPA or EA (LLI977530)

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