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.
RES Consultant Group is a progressive CPA firm that delivers comprehensive tax advisory and compliance services to a diverse client base including entrepreneurs, high-net-worth individuals, families, and small to medium-sized businesses. The firm emphasizes proactive tax planning and strategic advisory rather than volume-based compliance, leveraging cloud-based technology and a high-touch service model. They serve clients across multiple professional fields and focus on complex tax issues, positioning themselves as trusted advisors for all tax needs. The firm operates with modern, paperless systems and prioritizes building long-term client relationships through expert guidance and quality service.
