Client Relationship Manager/Senior Accountant

RES Consultant Group; Deutschland; Remote; EUR 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

401(k) with profit sharing

Health insurance

Disability insurance

Generous PTO

Zusammenfassung

RES Consultant Group is partnering with a growing CPA firm serving dental industry clients to hire a Remote Client Relationship Manager / Senior Accountant. You will own a book of 30 to 40 clients, delivering accounting, advisory, tax prep and bookkeeping services in a remote setting.

Responsibilities include client ownership via email/Zoom/phone, quarterly advisory sessions, overseeing G/L activity and tax integration, and ensuring monthly close timelines while maintaining high service

Qualifikationen

• At least 5 years of accounting experience within a CPA firm.
• 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.
• Client-facing role in a remote environment.

Aufgaben

• 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.
• Oversee G/L activity, financial statement preparation, and heavy account reconciliations.
• Facilitate tax compliance by preparing returns and providing clean financials to the tax department.
• Review transactional work and ensure monthly accounting activities stay on schedule.

Kenntnisse

Client relationship management

Advisory services

Tax planning

Financial analysis

Remote work

Ausbildung

CPA certification (preferred)

Tools

QuickBooks Online

UltraTax

Jobbeschreibung

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

• 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.