Client Relationship Manager - CPA or EA - Remote (LLI977530)

16 May 2026
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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 responsibilitiesClient 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.

  • ID: #55051242
  • State: Colorado Denver 80221 Denver USA
  • City: Denver
  • Salary: USD TBD TBD
  • Job type: Full-time
  • Showed: 2026-05-16
  • Deadline: 2026-07-15
  • Category: Et cetera
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