Full-Time Senior Accountant- Client Services Manager

Job Summary 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.

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.

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.

Nice To Have

• 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

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