Client Relationship Manager - CPA or EA - Remote (LLI977530) at Careers In Travel | Destination Planners

Denver, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Aug, 26

Salary

90000.0

Posted On

16 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Advisory Services, Tax Preparation, Bookkeeping, Financial Statement Analysis, General Ledger Oversight, Account Reconciliation, Tax Planning, QuickBooks Online, UltraTax

Industry

Professional Training and Coaching

Description

Company Description A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team. Job Description 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. Qualifications 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) Additional Information 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 Compensation: USD 70000 - USD 90000 - yearly

Responsibilities

Manage a book of 30 to 40 dental industry clients, providing a mix of accounting, advisory, and tax services. Responsibilities include quarterly financial reviews, overseeing G/L activity, and facilitating tax compliance.