Client Relationship Manager - CPA or EA - Remote; LLI
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-03-06
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Accounting
Senior Accountant, Tax Accountant, Accounting Manager, Public Accounting -
Finance & Banking
Tax Accountant, Accounting Manager
Job Description
A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team. 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.
- 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
- At least 5 years of accounting experience within a CPA firm is mandatory
- CPA or actively pursuing CPA is preferred
- Expert-level proficiency in Quick Books Online is a must; experience with Ultra Tax 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)
- 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
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