Client Relationship Manager/Senior Accountant - Remote - CPA or EA (LLI977530)
УдалённоВсе вакансии в городе Denver (115)Все вакансии «Бухгалтер» (895)Полная занятость
A Remote Client Relationship Manager/Senior Accountant position is available at RES Consultant Group, a CPA firm focused on the dental sector. The role involves managing a portfolio of 30 to 40 clients, with responsibilities split among accounting, advisory services, tax preparation, and bookkeeping. Daily tasks include serving as the main contact for clients, conducting quarterly meetings to analyze financial statements, overseeing general ledger activities, and ensuring timely completion of accounting tasks. Candidates should have at least five years of experience in a CPA firm and possess or be actively pursuing a CPA designation. Proficiency in QuickBooks Online is essential, and familiarity with UltraTax is advantageous. Strong skills in tax planning and preparation are also required. This position is ideal for someone who enjoys client interaction and excels in a remote, self-directed work environment. Experience with dental or healthcare clients is preferred.
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.
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)
Compensation/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
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