Client Relationship Manager CPA or EA Remote (LLI977530)
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Job Location:
Denver, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
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
Remote Work :
Yes
Employment Type :
Full-time
Key Skills
- English
- Food Safety
- Communication
- Market Intelligence
- Architecture
About Company
Nationally ranked CPA firm is hiring Senior Tax Accountants who have experience working with large insurance company clients. This a great opportunity to advance your tax career in this space. Recent CPA firm experience is a must. (Glendale, CA).
