Client Relationship Manager/Senior Accountant - Remote - CPA or EA (LLI977530)
Коротко о вакансии
Клиентоориентированному бухгалтеру предстоит вести портфель из 30–40 клиентов в CPA-фирме, специализирующейся на стоматологической отрасли. Работа включает бухгалтерский учёт, консультационные услуги, налоговую подготовку и ведение книг. Кандидат должен быть готов к активному общению с клиентами, проведению ежеквартальных встреч и предоставлению стратегических рекомендаций. Требуется опыт работы в CPA-фирме не менее 5 лет и уверенное владение QuickBooks Online.
- Формат работы
- удалёнка
- География
- США
- Зарплата
- 70 000 — 90 000 $ — по данным Himalayas
- Ключевые требования
- Опыт работы в CPA-фирме от 5 лет
- CPA или активное получение CPA
- Экспертное владение QuickBooks Online
- Навыки налогового планирования и подготовки
- Опыт работы с клиентами в стоматологии (желательно)
- Кому подойдёт
- Вакансия подойдёт опытному бухгалтеру с CPA, который хочет совмещать учёт, налоги и консультирование в удалённой CPA-фирме, специализирующейся на стоматологическом бизнесе.
Пересказ openqareer по тексту работодателя. Ниже — оригинал объявления.
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.
- 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)
Compensation/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
A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
Originally posted on Himalayas
openqareer не кадровое агентство: вакансия собрана с открытого источника, отклик подаётся на сайте работодателя.