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Open nowPosted 32 days ago

Client Relationship Manager/Senior Accountant - Remote - (LLI977530)

Workable (global search)108,016 open roles

Where
NY, United States
Work mode
Remote
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Your applicationOpen nowClient Relationship Manager/Senior Accountant - Remote - (LLI977530)Workable (global search) · NY, United States

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 32 days ago

Workable (global search) median: 7 days open

The posting

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.

Requirements

  • 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)

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

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