Client Relationship Manager/Senior Accountant - Remote - CPA or EA (LLI977530)

RES Consultant Group•Denver, CO

10d•$70,000 - $90,000•Remote

About The Position

A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team. 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. The firm is looking for someone to own a book of 30 to 40 clients.

Requirements

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 "happy" in a client-facing role and thrives in a self-driven, remote environment.

Nice To Haves

CPA or actively pursuing CPA is preferred.
Experience with UltraTax is a plus.
Prior experience working with dental or healthcare clients.

Responsibilities

Serve as the primary contact for a dedicated book of 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.