RemoteClientRelationshipManager-CPAorEA

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