Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Accounting Software Tax Planning Customer Relationship Management Account Reconciliation General Ledger Bookkeeping Process Management Business Advisory Financial Statement Compilation Tax Compliance Financial Analysis UltraTax Customer Development

Other Skills

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Organizational Skills
•
Communication
•
Problem Solving

Roles & Responsibilities

At least 5 years of accounting experience within a CPA firm (mandatory).
CPA or actively pursuing CPA (preferred).
Expert-level proficiency in QuickBooks Online; UltraTax experience is a plus.
Strong hands-on tax planning and preparation skills; experience with dental/healthcare clients preferred.

Requirements:

Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.

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