Account Manager

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.
Strong analytical and problem-solving skills.