RES Consultant Group is hiring a Client Relationship Manager for a growing CPA firm that specializes in serving clients within the dental industry. This is a fully remote role designed for a professional who excels at building client relationships and uses accounting expertise to help practice owners understand their financials and make better business decisions. The role is a dynamic mix of Accounting (40%), Advisory Services (30%), Tax Preparation (25%), and Bookkeeping (5%).
What You'll Do
- Serve as the primary contact for a dedicated book of 30 to 40 clients, managing relationships via email, Zoom, and phone.
- Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
- Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
- Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
- Review transactional work and ensure all monthly accounting activities stay on schedule.
What We're Looking For
- At least 5 years of accounting experience within a CPA firm is mandatory.
- Expert-level proficiency in QuickBooks Online is a must.
- Strong hands-on tax planning and preparation skills.
- You are a problem-solver who is comfortable in a client-facing role and thrives in a self-driven, remote environment.
Nice to Have
- CPA designation or actively pursuing CPA is preferred.
- Experience with UltraTax is a plus.
- Prior experience working with dental or healthcare clients.
Technical Stack
- QuickBooks Online
- UltraTax
Benefits & Compensation
- 401(k) plan with profit sharing and life insurance.
- Medical insurance with an employer contribution.
- Short-term and long-term disability plans included.
- Generous PTO policy and a supportive, thriving firm culture.
Work Mode
This is a fully remote position.
RES Consultant Group is an equal opportunity employer.
