Account Manager

Overview

This position supports a growing dental practice services team within a 100% virtual accounting environment. The role works alongside Dedicated Account Managers who lead client relationships, helping business owners understand and manage the financial side of their practice.

Responsibilities

• Execute monthly closes by reviewing bank transactions, reconciling balance sheet accounts, and preparing journal entries.
• Prepare monthly Management Reports that provide clear visibility into practice performance.
• Serve as a second set of eyes on dental practice transactions to catch bookkeeping errors and implement process automation.
• Answer client inquiries promptly and resolve flagged or uncertain transactions.
• Support client onboarding, year-end closes with the tax team, annual 1099 processing, and sales tax or payroll guidance as needed.

Measures for Success

• Timeliness and accuracy of monthly closes and financial statements.
• Responsiveness to client communications and swift resolution of open items.
• Client satisfaction and NPS ratings.

Expectations for Remote Work

• Clean background with no noise or distractions.
• Business casual attire for client interactions.
• Always use video (80% of communication is non-verbal).

Compensation & Benefits

• Laptop provided.
• Annual $500 tech reimbursement for computer/tech accessories.

Requirements

• Bachelor’s degree in accounting, finance, or a related field from an accredited institution.
• Minimum of 2–3 years of professional accounting or full-cycle bookkeeping experience.
• Proficiency with cloud accounting/automation tools.
• Exceptional time management skills and self-direction to manage multiple deadlines.
• Sharp attention to detail and strong communication skills.
• Client-focused mindset and willingness to take full ownership of work.

Preferred Qualifications

• Experience with dental or medical practice accounting.