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Role Overview

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.
Prior experience working with dental or healthcare clients (Preferred).

Benefits

401(k) plan with profit sharing and life insurance.
Medical insurance with an employer contribution.
Short-term and long-term disability plans included.
Generous PTO policy and a supportive, thriving firm culture.

RESPEC

Open Positions (1)

Management

Client Relationship Manager – CPA, EA