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

Client Relationship Manager - CPA or EA - Remote

A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.

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.

Qualifications

• 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)

Additional Information

• 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

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