Client Relationship Manager/Senior Accountant - Remote - (LLI977530)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 20h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 13d ago
The date the source published, not the day we noticed it (2026-09-02). Last seen at its source 3h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $110k–166.1k/yr
Middle 50% of 70 listings that do state pay — Finance · Senior · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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workable employer's own board first seen 10d ago · last seen 3h ago
The listing
A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
Job Description
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.
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)
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