About this role

Build and maintain strong relationships with dental practice owners, acting as a trusted advisor
Conduct regular client meetings to understand their financial needs, goals, and challenges
Provide strategic insights and actionable recommendations in a clear and accessible manner
Collaborate with clients to develop customized financial plans, emphasizing their unique practice dynamics
Facilitate effective communication between clients and our Accounting Team, ensuring client satisfaction
Stay informed about industry trends, regulations, and business best practices
Additional financial reporting responsibilities as needed

Bachelor’s degree in Accounting, Finance, or related field
5+ years of progressive accounting experience
Certified Public Accountant (CPA) designation
Previous experience in a client-facing role, preferably within the financial industry
Audit or financial accounting experience preferred
Strong interpersonal and communication skills
Ability to translate complex financial concepts into understandable and actionable insights
Proactive and self-motivated with a focus on client satisfaction

Manager, Client Accounting Services

Key skills