Client Services Lead - Dental Industry

Job Description

Job Description

Description:

Trout, Ebersole and Groff, LLP (Trout CPA) seeks a Client Services Lead - Dental Industry in Lancaster, PA.

Responsibilities

• Signing tax returns and assuming responsibility for the accuracy and completeness of filings.
• Communicating directly with clients, specifically in the dental industry, to provide proactive tax planning, compliance guidance, and advisory services.
• Leading client acquisition and business development efforts, specifically building relationships within the dental industry.
• Leading internal training sessions and mentoring team members to support professional development.
• Developing and refining firm procedures and workflows to enhance operational efficiency and service delivery.
• Leading the firm’s dental industry group, including strategy, growth initiatives, and team management.

Requirements:

• U.S. Bachelor’s degree (or foreign degree equivalent) in Accounting.
• Three (3) years of experience in the job offered or related accounting occupation.
• Experience preparing and signing federal and state tax returns as preparer of record.
• Experience advising dental industry clients on tax strategies, business structures and financial considerations pertinent to dental practices.
• Experience with business development and client relationship management within professional service industries, with a proven track record of expanding client portfolios in niche markets such as dental practices.
• Experience developing staff, including mentoring team members, conducting technical training sessions, and establishing standardized procedures to improve efficiency and client service delivery.

Equal Opportunity Employment Statemen t:

Trout, Ebersole and Groff, LLP provides equal opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state/provincial, or local laws. Trout, Ebersole and Groff, LLP will accommodate the disability-related needs of applicants as required by law.