Client Accounting Lead

Togetherwork; Columbus (GA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

TogetherWork, including the LegFi Pro platform, seeks a Client Accounting Lead in Columbus, GA. This hands-on, client-facing leadership role combines advanced accounting expertise with team mentorship to deliver accurate financial reporting and strong client service.

You will guide a team of Client Accountants, manage a limited client portfolio, and partner with the Sr. Manager to optimize processes while maintaining high standards of internal controls and confidentiality.

Qualifications

• The ideal candidate is a strong accountant who is equally comfortable analyzing financial statements, communicating with clients, and helping colleagues navigate complex accounting challenges.

Responsibilities

• Guide Client Accountants on complex accounting questions, financial reporting, reconciliations, and client requirements.
• Support monthly financial statements, GL activity, journal entries, bank reconciliations, and month-end close.
• Explain financial results to clients and help identify variances and improvements.
• Coach and mentor Client Accountants to strengthen technical skills and workflows.
• Partner with Sr. Manager to monitor workloads and ensure timely deliverables.
• Lead team meetings, coordinate priorities, and improve collaboration.
• Review work done by Internal Operations and provide feedback.
• Coordinate with Internal Operations on billing, budgeting, and banking activities.
• Maintain internal controls and documentation for accurate reporting.
• Identify recurring issues and opportunities to streamline processes.
• Manage a limited portfolio of LegFi Pro clients with reporting and close.
• Maintain strong client relationships with responsive communication.
• Assist onboarding and training of new Client Accountants.
• Adapt to evolving accounting systems and workflows.
• Maintain confidentiality and compliance with policies and standards.

Job description

Client Accounting Lead

Location:Columbus, GA (Hybrid: 3 days onsite, 2 days remote)

Type:Full-time

About Us

At TogetherWork, we empower mission-driven organizations with innovative software solutions that help them operate more efficiently and achieve their goals. Our portfolio of technology solutions supports organizations across a variety of industries, including nonprofits, associations, and higher education.

LegFi, a TogetherWork company, provides financial management technology and services designed to support Greek life organizations and their unique operational needs. Through LegFi Pro, we help clients manage complex accounting responsibilities, maintain accurate financial records, and gain greater visibility into their financial health.

We're passionate about combining technology, accounting expertise, and exceptional client service to help the organizations we serve succeed.

The Role

We're looking for an experiencedClient Accounting Leadto help deliver accurate, timely, and high-quality accounting services to our LegFi Pro clients while providing day-to-day leadership and support to our Client Accounting team.

This is a hands-on, client-facing leadership role that combines advanced accounting expertise, client relationship management, and team mentorship. You'll serve as a trusted resource for clients, helping them understand their financial statements, navigate accounting challenges, and make informed financial decisions.

You'll also act as a key partner to the Sr. Manager, Client Accounting, providing technical guidance, reviewing financial deliverables, supporting client escalations, and helping fellow accountants work more efficiently and effectively.

The role is a blend of two responsibilities:supporting and guiding the Client Accounting teamandmanaging a limited portfolio of clients. The majority of your time will focus on helping the broader team deliver accurate financial information, resolve complex accounting issues, and maintain strong client relationships.

This is a leadership position without direct people-management responsibility. You'll influence team performance through coaching, collaboration, technical expertise, and accountability rather than formal supervisory authority.

The ideal candidate is a strong accountant who is equally comfortable analyzing financial statements, communicating with clients, and helping colleagues navigate complex accounting challenges.

What You’ll Do

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  Serve as a primary day-to-day resource for Client Accountants, providing guidance on complex accounting questions, financial reporting, reconciliations, and client-specific requirements.

  
  


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  Review and support the preparation of accurate monthly financial statements, general ledger activity, journal entries, bank reconciliations, and month-end close deliverables.

  
  


• 
  

  Act as a trusted accounting resource for clients, helping them understand financial results, identify budget variances, and make informed financial decisions.

  
  


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  Support client escalations and participate in business reviews, providing clear explanations of financial information and recommendations for improvement.

  
  


• 
  

  Coach, mentor, and train Client Accountants, helping strengthen technical accounting skills, improve workflows, and maintain consistent service quality.

  
  


• 
  

  Partner closely with the Sr. Manager, Client Accounting, to monitor team workloads, identify operational challenges, and support timely completion of client deliverables.

  
  


• 
  

  Help lead team meetings, coordinate priorities, and provide day-to-day guidance to improve collaboration and team effectiveness.

  
  


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  Review accounting work completed by Internal Operations, identify discrepancies, and provide constructive feedback to ensure accuracy and consistency.

  
  


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  Coordinate with Internal Operations on billing, budgeting, bank reconciliations, and other accounting activities performed on behalf of clients.

  
  


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  Maintain and improve standard accounting procedures, internal controls, and client-specific documentation to support accurate and consistent financial reporting.

  
  


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  Identify recurring accounting issues, process inefficiencies, and opportunities to streamline workflows and improve operational performance.

  
  


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  Manage a limited portfolio of assigned LegFi Pro clients, including financial reporting, reconciliations, month-end close, and ongoing accounting support.

  
  


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  Maintain strong client relationships by providing responsive communication, resolving concerns, and ensuring financial information is delivered accurately and on time.

  
  


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  Support the onboarding and training of new Client Accountants, helping them become familiar with accounting procedures, systems, and client expectations.

  
  


• 
  

  Adapt to evolving accounting systems, technology, and workflows while supporting process improvements across the team.

  
  


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  Maintain confidentiality, exercise sound professional judgment, and ensure compliance with company policies and accounting standards.

  
  

What You Bring