Account Manager

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.

Timeliness and accuracy of monthly closes and financial statements.

Responsiveness to client communications and swift resolution of open items.

Client satisfaction and NPS ratings.

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 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.

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.