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.
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