Client Relationship Manager/Senior Accountant - REMOTE (LLI977530)

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