Accountant Client Services Manager

Job Summary

A company is looking for an Accountant - Client Services Manager to support a portfolio of clients by overseeing their general ledger and financial health.

Key Responsibilities

• Provide accurate and timely monthly financial reporting, including balance sheets and profit and loss statements
• Assist clients with budget entry, expense tracking, and management of monthly contributions
• Manage year-end 1099 preparation for vendors and maintain client-specific documentation

Required Qualifications

• Bachelor's Degree in Accounting with 5+ years of accounting experience
• Extensive experience in bookkeeping, financial reporting, budgeting, and external audits
• Proficiency in Excel, O365, and QuickBooks, with the ability to manage multiple clients and projects
• Experience with General Ledger systems
• Experience in nonprofit and restricted funds accounting is a plus