Description review
Client Relationship Manager/Senior Accountant - Remote - CPA or EA (LLI977530)
RES Consultant Group · United States · back to the listing
HR standards
67/100
needs work
Title ↔ description
79/100
solid
Reads as
Accountant
100% confident
What this role officially is
accountant — ESCO, the EU occupation classification
Accountants review and analyse financial statements, budgets, financial reports, and business plans in order to check for irregularities resulting from error or fraud, and provide their clients with financial advice in matters such as financial forecasting and risk analysis. They may audit financial data, resolve insolvency cases, prepare tax returns and provide other tax-related advice in reference to current legislation.
Also known as: accounting technician, production accountant, accounting supervisor, financial accountant, head financial accountant, certified public accountant
How others title the same work
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What the listing never says
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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
A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
Originally posted on Himalayas
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
A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
Originally posted on Himalayas