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 responsibilitiesClient 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.
