This firm is intentional about team support, client service, and sustainable growth. They invest in systems and structure to give team members the space to do thoughtful, high-quality work. The environment is remote, collaborative, and rooted in professionalism—with room for flexibility and autonomy.
Client Relationship Manager
Location
United States
Posted
1 day ago
Salary
$70K - $90K / year
Seniority
Lead
No structured requirement data.
Job Description
Client Relationship Manager
RES Consultant Group
Role Description Are 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% - Bookkeeping: 5% Designed for someone who wants to help practice owners truly understand their numbers to make better financial decisions. Qualifications - 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). Requirements - 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. 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. Company Description A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.
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ReclutHacemos fácil encontrar lo difícil
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Role Description Vos missions principales sont de : - Contribuer à la définition de la vision, des objectifs et de la feuille de route de ProConnect, en participant aux arbitrages de priorités. - Structurer et animer les partenariats (fournisseurs d'identité, intégrateurs, administrations consommatrices) et représenter le pôle dans les instances interministérielles et auprès des parties prenantes externes. - Piloter ProConnect comme un produit : parcours d'embarquement, documentation, kits d'intégration, support, et gouvernance des évolutions. - Garantir le niveau de confiance du produit : piloter les sujets de cybersécurité (gestion des risques, traitement des incidents, remédiations, coordination ANSSI), assurer la conformité des protocoles d'identité et d'authentification (OIDC/OAuth2, SAML, MFA, gestion des sessions), et instruire les sujets de conformité juridique (RGPD, responsabilités, contractualisation). - Conduire les audits et homologations de sécurité, et veiller à la robustesse de l'architecture d'authentification en lien avec les équipes d'ingénierie (API, SRE/ops). - Suivre l'adoption et la qualité via les indicateurs clés (usage, taux de succès, délais de raccordement, satisfaction partenaires) et piloter la résolution des irritants. - Contribuer au management de l'équipe et des moyens, et participer à la sécurisation de la capacité (budget, prestataires). En tant qu'adjoint(e) au chef de pôle et chargé(e) de déploiement, vous êtes en mesure de représenter le pôle et d'assurer sa continuité en toutes circonstances. Qualifications - Maîtrise des protocoles d'identité et d'authentification : fédération (OIDC/OAuth2, SAML), gestion des comptes et des cycles de vie, MFA, gestion des sessions. - Solide expertise SSI appliquée à l'identité : connaissance du cadre ANSSI, gestion des risques, processus d'homologation, réponse aux incidents. - Bonne compréhension des enjeux juridiques et de conformité liés à l'identité et aux accès (RGPD, responsabilités, contractualisation). - Compréhension des contraintes d'un environnement interministériel et de ses parties prenantes. - Culture technique permettant de dialoguer avec des équipes d'ingénierie (API, architecture, SRE/ops, CI/CD). Requirements - Expérience confirmée de pilotage produit dans un contexte de plateforme transverse ou de service socle à grande échelle. - Capacité à représenter une entité en externe et à porter des positions dans des instances de gouvernance multi-acteurs. - Pratique solide de la gestion des risques (sécurité, conformité, continuité) et de l'amélioration continue (post-mortems, plans d'actions). - Capacité à structurer une offre de service (catalogue, parcours de raccordement, documentation, SLA/SLO) et à la faire adopter. - Capacité d'arbitrage (valeur/risque/coût/capacité) et pilotage par les indicateurs. Benefits - Sens du service public et culture du résultat. - Exigence, fiabilité, sang-froid en situation d'incident ou de crise. - Capacité à représenter, décider et embarquer, y compris dans un contexte de parties prenantes nombreuses. - Diplomatie, sens de la négociation et clarté de communication. - Posture de collaboration étroite avec le chef de pôle, dans un esprit de complémentarité et de confiance. Éléments de candidature Documents à transmettre : Pour postuler à cette offre, l'envoi du CV et d'une lettre de motivation est obligatoire.

