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Client Relationship Manager/Senior Accountant

New York City, NY, USA

11 Days ago

Job Description


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 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

Job Overview


Job Function: Accounting / Auditing

Job Type: Full Time

Workplace Type: Remote

Experience Level: Mid-Senior level

Salary: Competitive & Based on Experience

Experience: 5 - 6 yrs

Contact Information


Company Name: RES Consultant Group

Recruiting People: HR Department

Website: https://recruitingedgestaffing.com/

Location

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