Account Manager
About The Position
As part of the growing dental practice team at a 100% virtual, people-first accounting firm, the Account Manager helps business owners understand and manage the financial side of their businesses. The role works alongside Dedicated Account Managers who lead client relationships and owns timely, accurate accounting workflows, financial statement delivery, and practice-finance automation. It also supports Dedicated Account Managers in providing responsive, high-touch client service. The role includes completing monthly closes, preparing management reports, reviewing dental practice transactions, responding to client inquiries, and supporting onboarding and year-end processes. Remote-work expectations include maintaining a clean, quiet background, wearing business-casual attire for client interactions, and using video. The company provides a laptop and an annual $500 technology reimbursement for computer and technology accessories.
Requirements
- Bachelor's degree in accounting, finance, or a related field from an accredited institution.
- At least 2–3 years of professional accounting or full-cycle bookkeeping experience.
- Proficiency with cloud accounting and automation tools.
- Exceptional time-management skills and self-direction, with the ability to handle multiple deadlines and tasks.
- Strong attention to detail and communication skills, with a client-focused mindset.
- Ownership of work, willingness to help others, and a continuous willingness to learn and improve.
Nice To Haves
- Experience with dental or medical practice accounting.
Responsibilities
- Execute monthly closes by reviewing bank transactions, reconciling balance sheet accounts, and preparing journal entries.
- Prepare monthly management reports that provide clear visibility into practice performance.
- Review dental practice transactions to identify bookkeeping errors and implement process automation.
- Answer client inquiries promptly and resolve flagged or uncertain transactions.
- Support client onboarding.
- Support year-end closes with the tax team.
- Support annual 1099 processing.
- Provide sales tax or payroll guidance as needed.
- Use video for client interactions and maintain a professional, quiet remote-work environment.
Benefits
- Company-provided laptop.
- Annual $500 technology reimbursement for computer and technology accessories.
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What This Job Offers
Job Type
Full-time
