Account Manager (Accountant)

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.

Responsibilities

• Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements.
• Aid 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.

Requirements

• 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.

Qualifications

• 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.
• Strong analytical and problem-solving skills.

Skills

• Project Management Software (Monday.com, Asana)
• Nonprofit and Restricted Funds Accounting
• Strong Analytical and Problem-Solving Skills

Benefits

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• 100% employer-paid Basic Life and AD&D insurance
• 401(k) retirement plan with a 100% company match up to 4%
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 12 weeks paid parental leave

Pay

$90,000- $95,000 a year

Schedule

Full-time

Company

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• 100% employer-paid Basic Life and AD&D insurance
• 401(k) retirement plan with a 100% company match up to 4%
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 12 weeks paid parental leave