Remote Client Relationship Manager / Senior Accountant

Overview

A growing CPA firm specializing in the dental industry is seeking a Remote Client Relationship Manager / Senior Accountant. This role involves managing a portfolio of 30-40 clients and delivering accounting, advisory, and tax services.

Responsibilities

• Serve as the primary contact for assigned clients
• Conduct quarterly financial reviews
• Oversee accounting activities and reconciliations
• Facilitate tax preparation by providing accurate financial data
• Review transactional workflows to ensure accuracy and compliance

Requirements

• Minimum of 5 years of experience in a CPA firm environment
• Proficiency with QuickBooks Online
• Strong tax knowledge and skills
• Ability to effectively manage client relationships

Preferred Qualifications

• Experience working with dental or healthcare clients

Compensation & Benefits

• 401(k) plan with profit sharing
• Medical insurance coverage
• Disability insurance plans
• Generous paid time off

Location

• Remote position