Accountant - Client Services Manager

April 11

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Togetherwork

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Togetherwork is a company that provides mission-critical software and payment solutions designed to unlock the true potential of communities. Its offerings include group management technologies, member engagement tools, and financial enablement functions that simplify operations and enhance communication and financial processes. Togetherwork serves a wide range of sectors such as associations, membership organizations, education, youth programs, studios, pet-care, camps, and more. The company's comprehensive management software and online platforms are designed to streamline operations, increase efficiency, and build stronger connections within various organizations.

201 - 500 employees

☁️ SaaS

🤝 Non-profit

💸 Finance

📋 Description

•Our firm is growing and we are looking for a full-time Accountant- Client Services Manager to be based remotely within the U.S. This position supports a portfolio of clients by overseeing all areas relating to their general ledger. •Working with client’s staff and lay leaders, the Accountant- Client Services Manager is expected to take initiative in maintaining the client’s financial health. •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. •Working closely with internal AP and AR team members to oversee accurate bank reconciliations ensure precision. •Manage year-end 1099 preparation for vendors and collaborate with 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.

🎯 Requirements

•Bachelor’s Degree in Accounting with over 10 years of accounting experience •Extensive experience in bookkeeping, financial reporting, budgeting, General Ledger systems, external audits, and proficiency in Excel, O365, and QuickBooks, demonstrating success in managing multiple clients and projects. •Demonstrate outstanding customer service skills and effective communication, both written and oral, with a strong ability to synthesize information. •Exhibit adaptability, self-motivation, a strong work ethic, exceptional attention to detail, and the ability to manage multiple high-priority projects while collaborating effectively in a remote team setting.

🏖️ Benefits

•Medical, dental, and vision insurance options •100% Employer paid short/long term disability. •Basic Life •Flexible paid personal/vacation time built on mutual trust and accountability. •10 sick days annually •10 company paid holidays •Pet Insurance •Medical Travel Benefits •Infertility Benefits •Teladoc •Employee Assistance Program •Wellness Benefits & Engagement Platform