Client Relationship Manager – CPA, EA
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Job Description
Remote Client Relationship Manager/Senior Accountant at a CPA firm specializing in the dental industry. Overseeing client relationships and providing strategic financial insights.
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.
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