[Hiring] Client Relationship Manager @RES Consultant Group

Role Description

This role involves managing client relationships and providing accounting and advisory services for a dedicated book of clients.

• 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.

Qualifications

• 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

• 401(k) plan with profit sharing and life insurance.
• Medical insurance with an employer contribution.
• Short-term and long-term disability plans included.
• Generous PTO policy and a supportive, thriving firm culture.

Company Description

A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.