Client Relationship Manager/Senior Accountant - Remote - (LLI977530)

RES Consultant Group; United States; À distance; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

401(k) with profit sharing

Medical insurance with employer贡献

Short-term and long-term disability

Generous PTO

Remote work opportunity

Résumé du poste

RES Consultant Group is seeking a Remote Client Relationship Manager/Senior Accountant to join a growing CPA firm focused on dental industry. You will own a book of 30 to 40 clients, handling accounting, advisory, tax prep, and bookkeeping in a fully remote capacity.

Ideal candidates have 5+ years of CPA firm experience, CPA certification preferred, and expert QuickBooks Online skills with UltraTax experience a plus.

Qualifications

• At least 5 years of accounting experience within a CPA firm.
• CPA or actively pursuing CPA is preferred.
• Expert-level proficiency in QuickBooks Online; UltraTax experience a plus.
• Strong hands-on tax planning and preparation skills.
• Remote, client-facing role with healthcare and retirement benefits.

Responsabilités

• Serve as the primary contact for a dedicated book of clients via email, Zoom, and phone.
• Meet with clients quarterly to review financial statements and provide strategic insights.
• Oversee G/L activity, financial statement prep, and heavy reconciliations.
• Prepare tax returns and provide clean financials to the tax department.
• Review transactional work and ensure monthly accounting activities stay on schedule.

Connaissances

Client relationship management

Advisory services

Accounting & financial analysis

Tax planning

G/L reconciliations

Client-facing mindset

Formation

CPA certification or in progress

Outils

QuickBooks Online

UltraTax

Description du poste

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 RemoteClient Relationship Manager/Senior Accountantto 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.