Senior Accountant - Client Services Manager

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Togetherwork

WebsiteLinkedInAll Job Openings

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 • 401(k) option with 100% company match • Flexible paid personal/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 & Engagement Platform