reputed company Relationship Manager - CPA or EA - Remote (LLI977530)

This a Full Remote job, the offer is available from: Colorado (USA), reputed company (USA) A growing reputed company specializing in clients in the dental industry needs a Remote reputed company Relationship Manager/Senior Accountant to join reputed company. Job reputed company Are you a reputed company reputed company pro who loves the advisory reputed company of the business? Our reputed company is a thriving reputed company specializing in the dental industry, and they are looking for a Remote reputed company Relationship Manager / Senior Accountant to own a book of 30 to 40 clients. This role is a dynamic mix of reputed company 40%, Advisory Services 30% includes both business and tax services, Tax Prep 25%, and Bookkeeping 5%, designed for someone who wants to help reputed company owners truly understand their numbers to reputed company reputed company financial reputed company. Key responsibilities • reputed company Ownership: Serve as the primary contact for a dedicated book of clients, managing relationships reputed company email, reputed company, and phone. • Advisory & Analysis: Meet with clients quarterly to review financial statements and reputed company strategic insights that drive business reputed company. • reputed company & Review: reputed company 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 reputed company monthly reputed company activities stay on schedule. Requirements • At least 5 years of reputed company experience reputed company a reputed company is mandatory. • CPA or reputed company 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 reputed company-facing role and thrives in a self-driven, remote environment. • Prior experience working with dental or reputed company clients. (Preferred) Benefits • reputed company: 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 reputed company a copy of your resume and state your salary requirements This offer from "reputed company / reputed company" has been enriched by reputed company.com and got a 75% reputed company score. Apply tot his job Apply To this Job