Remote Client Relationship Manager | Senior Accountant (CPA)

RES Consultant Group; Denver (CO); Remote; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) with profit sharing

Health insurance

Disability insurance

Generous PTO

Zusammenfassung

RES Consultant Group is seeking a Remote Client Relationship Manager / Senior Accountant to own a book of dental-industry clients, delivering accounting, tax, and advisory services from a fully remote setup.

The role emphasizes client-facing advisory work, quarterly financial reviews, and thorough tax integration while ensuring accurate financial reporting and smooth workflow management for a 30–40 client portfolio.

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.
• You are a problem-solver who is "+happy" in a client-facing role and thrives in a self-driven, remote environment.

Aufgaben

• 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.

Kenntnisse

Client relationship management

Advisory services

Tax planning & preparation

G/L & financial statements

QuickBooks Online

Remote work / client-facing

Tools

UltraTax

Excel

Jobbeschreibung

RES Consultant Group is seeking a Remote Client Relationship Manager / Senior Accountant to own a book of dental-industry clients, delivering accounting, tax, and advisory services from a fully remote setup.

The role emphasizes client-facing advisory work, quarterly financial reviews, and thorough tax integration while ensuring accurate financial reporting and smooth workflow management for a 30–40 client portfolio.