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

Manage a book of 30 to 40 dental clients as the primary contact via email, Zoom, and phone. Conduct quarterly meetings to review financial statements and provide strategic business growth insights. Oversee general ledger activity, prepare financial statements, and perform heavy account reconciliations to ensure technical accuracy. Facilitate tax compliance by preparing returns and delivering clean financials to the tax department. Review transactional work to ensure all monthly accounting activities stay on schedule. This advisory-focused role blends 40% accounting, 30% advisory services, 25% tax prep, and 5% bookkeeping for a thriving CPA firm.