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About the Role
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.
Responsibilities
- Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
- Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
- Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
- Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
- Review transactional work and ensure all monthly accounting activities stay on schedule.
Requirements
- At least 5 years of accounting experience within a CPA firm is mandatory.
- CPA or actively 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 client-facing role and thrives in a self-driven, remote environment.
- Prior experience working with dental or healthcare clients is preferred.
Skills
- QuickBooks Online
- UltraTax
- Tax planning
- Tax preparation
- Client relationship management
- Financial statement analysis
- Account reconciliation
Location
- Remote
Work Type
- Remote
- Full-time
Experience Level
- 5+ years of accounting experience
Education Level
- CPA or actively pursuing CPA
Benefits
- 401(k) plan with profit sharing
- Life insurance
- Medical insurance with an employer contribution
- Short-term disability plans
- Long-term disability plans
- Generous PTO policy
- Supportive, thriving firm culture
About the Company
- A growing CPA firm specializing in clients in the dental industry.