Client Relationship Manager/Senior Accountant - Remote - CPA or EA (LLI977530)
At RES Consultant Group · Denver, CO, United States
- Finance and legal
- Full-time
- Senior
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Open to the United States
“Denver, CO, United States”
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- Posted
- 2 September 2026
- First seen by us
- 15 October 2026
- Last checked
- 14 hours ago
Job description
From RES Consultant Group’s job post, as they wrote it.
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.
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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.
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)
Additional Information
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
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.
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