Account Manager

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
50K-60K Annually
Mid level
Professional Services
The Role
Manage accounting workflows for dental practices, including monthly closes, reconciliations, journal entries, financial statements, management reports, transaction reviews, and process automation. Resolve client questions, support onboarding and year-end tax activities, and assist with 1099, sales tax, and payroll guidance. The role requires accurate, timely work, responsive client communication, strong organization, and experience with full-cycle accounting or bookkeeping.
Summary Generated by Built In

We are on a mission to change the accounting industry by creating the premier people-first, 100% virtual firm where strong talent thrives. As part of our growing dental practice team, you’ll help business owners understand and run the financial side of their business.

As an Accounting Manager, you will work side-by-side with our Dedicated Account Managers who lead client relationships. You will own timely and accurate accounting workflows, deliver accurate financial statements, automate practice finances, and provide support to Dedicated Account Managers to ensure responsive, high-touch engagement of clients.

Areas of Responsibility
  • Execute monthly closes by reviewing bank transactions, reconciling balance sheet accounts, and preparing journal entries.

  • Prepare monthly Management Reports that provide clear visibility into practice performance.

  • Act as a second set of eyes on dental practice transactions to catch bookkeeping errors and implement process automation.

  • Answer client inquiries promptly and resolve flagged or uncertain transactions.

  • Support client onboarding, year-end closes with the tax team, annual 1099 processing, and sales tax or payroll guidance as needed.

Measures for Success
  • Timeliness and accuracy of monthly closes and financial statements.

  • Responsiveness to client communications and swift resolution of open items.

  • Client satisfaction and NPS ratings.

Expectations for remote work
  • Clean background with no noise or distractions

  • Business casual attire for client interactions

  • Always use video (80% of communication is non-verbal)

  • We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

You’re a Good Fit For Our Culture If:
  • You have exceptional time management skills, self-direction, and comfortably handle multiple deadlines and tasks.

  • You combine sharp attention to detail with strong communication skills and a client-focused mindset.

  • You take full ownership of your work, enjoy helping others, and bring a continuous willingness to learn and improve.

Required Education and Experience:
  • Bachelor's degree in accounting, finance, or a related field from an accredited institution.

  • Minimum of 2–3 years of professional accounting or full-cycle bookkeeping experience.

  • Proficiency with cloud accounting/automation tools.

  • Experience with dental or medical practice accounting is a plus.

Skills Required

  • Bachelor's degree in accounting, finance, or a related field from an accredited institution
  • 2-3 years of professional accounting or full-cycle bookkeeping experience
  • Proficiency with cloud accounting and automation tools
  • Experience with dental or medical practice accounting
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The Company
HQ: Raleigh, NC
100 Employees
Year Founded: 2016

What We Do

Hall CPA PLLC, also known as The Real Estate CPA, is a virtual U.S. accounting and tax advisory firm. It specializes in tax planning, preparation, resolution, audit defense, bookkeeping, CFO and controller support, and cost segregation. The firm serves real estate investors, business owners, syndicators, sponsors, developers, agents, brokers, and high-income individuals nationwide, with a particular focus on real-estate tax strategy.

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