Accountant-Client Services Manager

Summary

Join our growing firm as a full-time, remote Accountant-Client Services Manager! Based anywhere in the U.S., you will support a portfolio of clients by managing their general ledger. Responsibilities include monthly financial reporting, budget assistance, bank reconciliations, and year-end 1099 preparation. You will communicate regularly with clients and collaborate with internal teams. This 1-year contract position requires a Bachelor's degree in Accounting, over 10 years of experience, and proficiency in various accounting software. We offer a comprehensive benefits package, including medical, dental, vision, paid time off, and more.

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

Responsibilities

• 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

Preferred Qualifications

• Experience with project management software (Monday, Asana, etc.)
• Controller-level experience for small to mid-sized company or non-profit
• Experience with non-profit and restricted funds accounting and reporting
• Strong analytical and problem-solving skills

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