Client Service Manager

Your Part-Time Controller, LLC; Los Angeles (CA); Hybrid; USD 140,000 - 165,000; Full time

Benefits offered by this job

Health insurance

401(k) employer match

Hybrid work environment

Paid time off (PTO)

Professional development assistance

Technology stipend

Job summary

Your Part-Time Controller, LLC (YPTC) is a nationally recognized leader in outsourced accounting services for nonprofit organizations. The Manager guides client service, coaches staff, and partners with leadership to ensure high-quality work and risk management.

The role focuses on developing work plans, delivering timely financial reporting, and driving strategic initiatives. The ideal candidate has nonprofit accounting expertise, strong project management skills, and a commitment to YPTC’s

Qualifications

• Bachelor’s degree in accounting, finance, or a related field required; advanced degree a plus.
• Demonstrated experience leading and developing staff, including coaching, performance management, and workload prioritization.
• Nonprofit accounting experience required; public accounting and/or Controller/CFO experience preferred.
• Strong analytical and problem‑solving skills; uses data to assess issues, manage risk, and drive decisions.
• Ability to think strategically and balance client needs, team capacity, and business priorities.

Responsibilities

• Oversee client service activities and ensure timely, accurate financial reporting.
• Develop and implement workplans for new and existing clients.
• Oversee special projects and consulting work with a CFO mindset.
• Identify, recommend, and implement value-added services and process improvements.
• Build relationships with client leadership and ensure timely delivery of high-quality services.
• Attend finance committee and board meetings to support client service staff and initiatives.
• Lead recruitment, staff training, and performance reviews.
• Monitor staff utilization, scheduling, and overtime; manage risk and compliance.

Skills

Leadership

Nonprofit accounting

Project management

Staff development

Communication

Risk management

Strategic thinking

Client relationship management

Education

Bachelor’s degree in accounting, finance, or related field

Advanced degree

Tools

Microsoft Excel

Accounting software

Job description

Your Part-Time Controller, LLC (YPTC) is a nationally recognized leader in outsourced accounting services for nonprofit organizations. The Client Service Manager (Manager) ensures exceptional client service and supports YPTC’s strategic plans and initiatives, as defined by the YPTC Strategy Flywheel. Grounded in YPTC’s purpose, mission, values, and the YPTC Way, the Manager creates successful experiences for clients and staff. As an ambassador of YPTC’s culture and values, the Manager coaches and supports staff, serves as a liaison between clients and YPTC leadership, and provides guidance, oversight, and quality control. The ideal candidate is an experienced leader with strong nonprofit accounting knowledge, solid project management skills, and a commitment to the YPTC way of working.

Responsibilities

• The Manager is accountable for oversight of the following client service activities:
• Develop and implement workplans for new and existing clients.

ii. Ensure client service staff prepare and submit timely, accurate financial reporting (as required).

iii. Oversee special projects and consulting work, as appropriate.

iv. Identify, recommend, and implement transformational, value-added services using a CFO Mindset (e.g., systems/process improvements, board education, and training).

• Build relationships with client leadership (e.g., executive director, board members, finance chair, and key staff) with periodic check-ins.
• The Manager ensures timely delivery of high-quality services aligned with YPTC

standards, including:

• Prepare staff for and lead new-client kick-off meetings; manage staff and client transitions as needed.

ii. Ensure effective communication among staff, clients, and YPTC leadership.

iii. Assess and mitigate risks to support healthy client relationships; promptly identify and report at-risk or lost clients.

iv. Use the Client Review Framework to conduct client reviews (e.g., meet with clients and staff, review work products, and provide actionable feedback).

• Attend finance committee and board meetings to support client service staff, as needed.
• Manage the business and mitigate risk by monitoring client service and staff

activities, including:

vi. Partner with staff to keep YPTC accounts receivable current (no more than 30 days outstanding); follow up proactively as needed.

vii. Use YPTC Manager Console tools, reports, key performance indicators (KPIs), and key behavior indicators (KBIs) to manage the business and staff.

Staff Management and Support (Keep Staff)

Managers monitor and cultivate staff engagement and support professional success at

YPTC:

• Serve as an ambassador for YPTC culture by modeling and teaching staff how to apply the principles of the YPTC Way.
• Participate in staff meetings to stay informed, share insights, and support team cohesion; support the Market Leader with meeting content and delivery.
• Provide timely guidance on technical, software, and process questions to enable efficient, high-quality work.
• Deliver staff training as needed to support ongoing professional development.
• Conduct regular staff check-ins as an integral part of the organizational feedback loop.
• Document and address performance issues, follow up consistently, resolve conflicts, and support professional growth.
• Manage scheduling, utilization, and overtime to support work-life balance, including appropriate use of timesheet codes.
• Conduct annual performance reviews; evaluate accomplishments and support career development.

Business Development and Client Sales (Get Clients)

Managers support Market Leaders with business development activities as needed:

• Conduct Potential New Client (PNC) meetings (including pre-meeting research), draft proposals, and follow up to close opportunities in a timely manner.
• Perform assessments to evaluate client needs and identify opportunities for additional services.
• Review client sponsorship requests, submit informed recommendations, and follow up as necessary.
• Attend industry conferences and targeted events to represent YPTC, build relationships, identify potential clients, and stay current on nonprofit market trends.

Recruitment and Training (Get Staff)

Managers may support recruitment and staff training efforts, including:

• Interview candidates and support the hiring process.
• Represent YPTC at recruiting events to attract talent and promote YPTC’s culture.
• Lead new staff orientation to support a positive, informed onboarding experience.

Operations, Compliance, and Risk Management (Operations)

Managers are expected to uphold YPTC policies, procedures, and processes, including:

• Attend market manager meetings, monthly company-wide manager meetings, staff meetings, and other meetings as required.
• Ensure adherence to nonprofit accounting standards, regulatory requirements, and YPTC’s internal policies.
• Stay informed about industry trends and regulatory changes affecting nonprofit organizations and assist staff in understanding those changes as needed.
• Promote a culture of integrity, ethics, and confidentiality.
• Partner with YPTC Legal and Compliance, as needed, on contract, compliance, or other legal matters; keep Market Leader, Regional Director, and Chief Client Services Officer informed of significant issues and status updates.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field required; advanced degree a plus
• 7+ years of progressively responsible experience; nonprofit accounting experience required; public accounting and/or Controller/CFO experience preferred
• Interest in learning and using multiple accounting software packages, Microsoft Excel, and rapidly evolving technologies (e.g., AI and automation)
• Demonstrated analytical and problem‑solving skills; uses data and insight to assess issues, manage risk, and drive sound decisions
• Ability to think strategically and proactively, balancing client needs, team capacity, and business priorities
• Proven experience leading and developing staff, including coaching, performance management, and workload prioritization
• Strong ability to build and maintain trusted client relationships, serving as a trusted advisor
• Collaborative mindset with a commitment to continuous improvement and delivering exceptional client service
• Exceptional communication skills (verbal and written)
• Embraces and executes change management effectively
• Exhibits tact and professionalism in resolving conflicts
• Ability to work independently
• Commitment to staying current on accounting updates and pronouncements, especially those affecting nonprofits

Other Requirements:

• While YPTC endeavors to maintain a balance between work and personal life, it is expected that the Manager will be reasonably available, if needed, by phone and email outside of normal working hours.
• A willingness to travel to in-person meetings, including but not limited to staff meetings, in-person client visits, and annual reviews, periodically throughout the year; and to travel occasionally to events to support critical strategic initiatives

YPTC Offers:

• A Best Place to Work! We are nationally recognized by both Inc. Magazine and Accounting Today
• Work with a mission-driven purpose serving nonprofit organizations
• A culture of support, enabling our staff to succeed
• Growth! We are among the fastest growing accounting firms in the US, with unlimited opportunities for professional growth
• Competitive compensation
• Work‑life balance, full and part‑time positions available
• Standard 35-hour full‑time work week, with eligibility for paid overtime for non‑exempt employees
• For full‑time positions, we offer:
• 4 WEEKS PAID TIME OFF, generally consisting of 100 hours paid vacation to start with eligibility for additional vacation based on tenure and a minimum 40 hours sick time, subject to applicable state law
• 9 paid holidays
• Full benefits package including medical, dental, vision, life insurance and supplementary benefit options
• Very generous employer contributions to medical insurance premiums
• For part‑time positions, we offer:
• Pro‑rated vacation and sick time based on hours worked
• Eligibility for supplementary benefit options
• 401(k) Retirement Plan with Employer Match
• Ample professional development opportunities and reimbursement
• Company provided laptop and technology stipend
• Hybrid work environment

Starting annual base salary is $140,000 to $165,000 for this full‑time exempt position. Total compensation may increase with eligibility for various bonuses. A professional development reimbursement and technology stipend are also provided on an annual basis. Please note that the base salary offered may vary depending on relevant factors as determined by Your Part‑Time Controller, LLC, which may include, but is not limited to, education, skill, experience, licensure and certifications, internal salary ranges, geographical location, and other business needs.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.