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Accountant- Client Services Manager (Remote- US Based)



Accounting & Finance, Customer Service
Mission, TX, USA
Posted on Tuesday, July 9, 2024

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.


  • 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.


  • 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

Excited about this role but don’t meet every single requirement? Studies have shown that women and other marginalized groups are less likely to apply to jobs unless they meet every single qualification. At Togetherwork we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

The Company offers a comprehensive employee benefits program, including:

  • Medical, dental, and vision insurance options
  • 100% Employer paid short/long term disability.
  • Basic Life
  • 401(k) option with 100% company match
  • Flexible paid personal/vacation time built on mutual trust and accountability.
  • 10 sick days annually
  • 10 company paid holidays
  • 6 weeks paid parental leave
  • Pet Insurance
  • Medical Travel Benefits
  • Infertility Benefits
  • Teladoc
  • Employee Assistance Program
  • Wellness Benefits & Engagement Platform

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

US Remote: $85,000 - $95,000 USD per year

Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.

Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.

Please note this role will be supporting our Faith vertical solution https://www.togetherwork.com/vertical-solutions/faith/. Additionally, a video screening is part of the hiring process.

CCPA Disclosure Notice: Click Here