Senior 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 all aspects of their general ledger. This role requires collaboration with clients and internal teams to ensure accurate financial reporting and health. You will be responsible for monthly financial reporting, budget assistance, bank reconciliations, and year-end 1099 preparation. Excellent communication and organizational skills are essential for success in this position. The ideal candidate will have extensive accounting experience and proficiency in various software applications.

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

• Employee Referral Bonus: This position is eligible for a $1,000 employee referral
• Discretionary bonuses
• Long term incentives
• A flexible paid vacation/personal time policy
• 6 weeks paid parental leave