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Account Manager (Accountant)

Role overview

Qualifications

  • Bachelor's Degree in Accounting
  • 5+ years of accounting experience
  • Proficiency in Excel, O365, and QuickBooks
  • Outstanding customer service skills

Responsibilities

  • Provide accurate and timely monthly financial reporting
  • Assist clients with budget entry and expense tracking
  • Manage year-end 1099 preparation for vendors
  • Communicate regularly with clients and support during audits

Key facts

Other skills

  • Budgeting
  • Microsoft Excel
  • Customer Service
  • Communication
  • Detail Oriented
  • Analytical Skills
  • Problem Solving
  • Adaptability
  • Self-Motivation

About the company

Togetherwork logo

Togetherwork

Computer Software / SaaS

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.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

Account Manager (Accountant) (Remote - EST/CST)

Account Manager (Accountant)

Location: Remote (U.S. — Eastern and Central Time Zones Only)

Compensation: up to $95,000 USD per year

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.

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

Inclusion and Diversity

Togetherwork is an Equal Employment Opportunity Employer. We value diverse backgrounds, experiences, and perspectives. Employment decisions are made without regard to race, color, religion, gender, gender identity, sexual orientation, disability, veteran status, age, national origin, or any other protected category under applicable law.

Interview Process and Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews. To ensure a fair and consistent experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.

Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

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

$90,000- $95,000 a year 

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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