... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
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... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
... a Remote Client Relationship Manager/Senior Accountant to join the team. Are you a public ... Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
Senior Accounting Manager
Denver, CO · On-site +1
$115K - $160K/yr
Serve as a subject matter expert for complex accounting matters, providing guidance to both clients ... Experience with QuickBooks Online, Xero, NetSuite, and Ramp preferred * Ability to autonomously ...
Senior Accounting Manager
Denver, CO · On-site +1
$115K - $160K/yr
Serve as a subject matter expert for complex accounting matters, providing guidance to both clients ... Experience with QuickBooks Online, Xero, NetSuite, and Ramp preferred * Ability to autonomously ...
Remote Quickbooks Expert information
What are the key skills and qualifications needed to thrive as a remote QuickBooks expert?
What are some common challenges faced by remote QuickBooks experts when supporting clients, and how can these be managed effectively?
What is a remote QuickBooks expert?
What is the difference between Remote Quickbooks Expert vs Remote Bookkeeper?
| Aspect | Remote Quickbooks Expert | Remote Bookkeeper |
|---|---|---|
| Credentials | QuickBooks certification, accounting knowledge | Bookkeeping certification or experience |
| Work Environment | Financial consulting, accounting firms, small businesses | Small business, accounting firms, freelance |
| Employer Usage | Financial analysis, troubleshooting, setup | Data entry, transaction recording, reconciliations |
| Search & Comparison Intent | Expertise, consulting, advanced skills | Basic bookkeeping, daily transactions |
While both roles involve working with QuickBooks remotely, a Remote Quickbooks Expert provides advanced accounting support, troubleshooting, and consulting, often requiring certification. In contrast, a Remote Bookkeeper handles routine transaction recording and reconciliations, focusing on day-to-day bookkeeping tasks. Understanding these differences helps employers and professionals choose the right role based on skills and responsibilities.

Full-time
Medical, Dental, Life, Retirement, PTO
Re-posted 11 days ago
Job description
A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
Job DescriptionAre you a public accounting pro who loves the advisory side of the business? Our client is a thriving CPA firm specializing in the dental industry, and they are looking for a Remote Client Relationship Manager / Senior Accountant to own a book of 30 to 40 clients. 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.
Key responsibilities
- Client Ownership: Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
- Advisory & Analysis: Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
- Accounting & Review: Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
- Tax Integration: Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
- Workflow Management: Review transactional work and ensure all monthly accounting activities stay on schedule.
- 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. (Preferred)
Compensation/Benefits
- Security: 401(k) plan with profit sharing and life insurance.
- Health: Medical insurance with an employer contribution.
- Protection: Short-term and long-term disability plans included.
- Balance: Generous PTO policy and a supportive, thriving firm culture.
If you feel you have the necessary qualifications, please forward a copy of your resume and state your salary requirements