Client Services Lead - Dental Industry
On-siteLancaster, Pennsylvania, United States
Job Summary
Sign tax returns and assume full responsibility for filing accuracy. Communicate directly with dental industry clients to deliver proactive tax planning, compliance guidance, and advisory services. Lead client acquisition and business development by building relationships within the dental sector. Manage the firm's dental industry group, overseeing strategy, growth initiatives, and team management. Develop and refine internal procedures to enhance operational efficiency. Mentor team members through training sessions to support professional development. This role focuses on expanding client portfolios in niche markets like dental practices while establishing standardized procedures for improved service delivery.
Required Qualifications
- U.S. Bachelor's degree (or foreign degree equivalent) in Accounting
- Three (3) years of experience in the job offered or related accounting occupation
- Experience preparing and signing federal and state tax returns as preparer of record
- Experience advising dental industry clients on tax strategies, business structures and financial considerations pertinent to dental practices
- Experience with business development and client relationship management within professional service industries, with a proven track record of expanding client portfolios in niche markets such as dental practices
- Experience developing staff, including mentoring team members, conducting technical training sessions, and establishing standardized procedures to improve efficiency and client service delivery
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