Accountant - Client Services Manager

 

 

Accountant - Client Services Manager (Remote - EST/CST)

Accountant - Client Services Manager

Location: Remote (U.S. — Eastern and Central Time Zones Only)

Compensation: $75,000 - $85,000 USD per year

About the Role

We are looking for a full-time Accountant - Client Services Manager to join our growing team. This position supports a portfolio of clients by overseeing all areas relating to their general ledger. Working directly with client staff and lay leaders, the Accountant - Client Services Manager is expected to take initiative in maintaining each client's financial health and serve as a trusted accounting resource across their organization.

What You'll Do

• Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements.
• Assist clients with budget entry, expense tracking, and monthly contributions management.
• Work closely with internal AP and AR team members to oversee accurate bank reconciliations and ensure precision.
• Manage year-end 1099 preparation for vendors and collaborate with the Accounts Payable Manager.
• Maintain client-specific documentation, standardize bookkeeping for new clients, and track and complete custom projects.
• Communicate regularly with clients through email and meetings, support clients during audits or financial reviews, and actively participate in team meetings and initiatives.

What You'll Bring

• Bachelor's Degree in Accounting with 5+ years of accounting experience.
• Extensive experience in bookkeeping, financial reporting, budgeting, General Ledger systems, and external audits.
• Proficiency in Excel, O365, and QuickBooks with demonstrated success managing multiple clients and projects simultaneously.
• Outstanding customer service skills and effective communication, both written and oral, with a strong ability to synthesize financial information for non-finance audiences.
• Adaptability, self-motivation, exceptional attention to detail, and the ability to manage multiple high-priority projects in a remote team environment.

Nice to Have

• Experience with project management software such as Monday.com or Asana.
• Controller-level experience at a small to mid-sized company or nonprofit.
• Experience with nonprofit and restricted funds accounting and reporting.
• Strong analytical and problem-solving skills.

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Excited about this role but don't meet every single requirement? Studies have shown that women and other marginalized groups are less likely to apply to jobs unless they meet every single qualification. At Togetherwork we are dedicated to building a diverse, inclusive, and authentic workplace. If your past experience doesn't align perfectly with every qualification listed, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

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Benefits

• Medical, dental, and vision insurance options
• 100% employer-paid short and long-term disability
• Basic Life Insurance
• 401(k) with 100% company match
• Flexible paid personal and vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company-paid holidays
• 6 weeks paid parental leave
• Pet Insurance
• Medical Travel Benefits
• Infertility Benefits
• Teladoc
• Employee Assistance Program
• Wellness Benefits and Engagement Platform

Inclusion and Diversity

Togetherwork is an Equal Employment Opportunity Employer. We value diverse backgrounds, experiences, and perspectives. Employment decisions are made without regard to race, color, religion, gender, gender identity, sexual orientation, disability, veteran status, age, national origin, or any other protected category under applicable law.

Interview Process and Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews. To ensure a fair and consistent experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.