Client Relationship Manager – Senior Accountant

JobtailorWorkFromHome

Stellenbeschreibung:

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)

Core Competencies

Demonstrates expertise in client relationship management, financial analysis, and accounting practices, with a strong focus on tax compliance and strategic advisory services. Proficient in QuickBooks Online and experienced in managing accounting workflows for healthcare or dental clients.