Client Relationship Manager - CPA or EA - Remote (LLI977530)

Res Consultant Group / Recruiting Edge Staffing; Pennsylvania; Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) plan with profit sharing

Medical insurance with employer contribution

Short-term and long-term disability insurance

Generous PTO policy

Job summary

A growing CPA firm is seeking a Remote Client Relationship Manager/Senior Accountant to manage a dedicated book of clients. This role involves a mix of accounting and advisory services, focusing on helping practice owners understand their financials to drive decision-making. Ideal candidates will have at least 5 years of accounting experience, CPA qualifications, and proficiency in QuickBooks Online. The position offers competitive benefits, including health insurance and a supportive work culture.

Qualifications

• At least 5 years of accounting experience within a CPA firm is mandatory.
• Expert-level proficiency in QuickBooks Online is a must.
• Prior experience working with dental or healthcare clients is preferred.

Responsibilities

• Serve as the primary contact for a dedicated book of clients.
• Meet with clients quarterly to review financial statements.
• Oversee G/L activity and financial statement preparation.
• Facilitate the tax compliance process by preparing returns.
• Review transactional work and ensure monthly accounting activities stay on schedule.

Skills

Accounting experience

Client relationship management

Tax planning and preparation

QuickBooks Online

Analytical skills

Education

CPA or actively pursuing CPA

Tools

QuickBooks Online

UltraTax

Job description

A growing CPA firm specializing in dental clients is looking for 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

If you feel you have the necessary qualifications, please forward a copy of your resume and state your salary requirements.