Note: The job is a remote job and is open to candidates in USA. Res Consultant Group is a growing CPA firm specializing in clients in the dental industry, and they are seeking a Remote Client Relationship Manager/Senior Accountant. This role involves managing a book of clients, providing advisory services, overseeing accounting tasks, and facilitating tax compliance to help clients make informed financial decisions.
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
Skills
- At least 5 years of accounting experience within a CPA firm is mandatory
- 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
- CPA or actively pursuing CPA is preferred
- Prior experience working with dental or healthcare clients
Benefits
- 401(k) plan with profit sharing and life insurance.
- Medical insurance with an employer contribution.
- Short-term and long-term disability plans included.
- Generous PTO policy and a supportive, thriving firm culture.
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