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

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 phoneAdvisory & Analysis: Meet with clients quarterly to review financial statements and provide strategic insights that drive business growthAccounting & Review: Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracyTax Integration: Facilitate the tax compliance process by preparing returns and providing clean financials to the tax departmentWorkflow 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 mandatoryCPA or actively pursuing CPA is preferredExpert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plusStrong hands-on tax planning and preparation skillsYou are a problem-solver who is "happy" in a client-facing role and thrives in a self-driven, remote environmentPrior experience working with dental or healthcare clients. (Preferred) Benefits Security: 401(k) plan with profit sharing and life insuranceHealth: Medical insurance with an employer contributionProtection: Short-term and long-term disability plans includedBalance: 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