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Client Services Manager / Staff Accountant

Sage Solutions

This is a Full-time position in Atlanta, GA posted December 1, 2021.

Staff Accountant & Client Manager

We are looking for a talented and motivated accountant to join Profit Line’s Cloud Accounting Services team!

This position is client-facing, AKA client manager.

*This is a remote position.

The Profit Line is based in New York (EST time zone).

About You

You are a tech-savvy and forward-thinking accountant in the early to mid-stage of your career, with 3 to 5 years of accounting experience in a modern small business environment.

You have a deep knowledge of accounting software, and experience in client-facing services and are looking for a place where you can learn, thrive, and grow.

You are passionate about technology and innovation, and possess the organizational skills to flourish in a fast-paced environment.

You enjoy working as part of a collaborative team that is growth-oriented and dynamic.

Your problem-solving, proactive decision-making, and project management skills are top-notch.

Your accounting knowledge and administrative skills are some of your strengths, as well as your ability to handle multiple tasks concurrently, providing a wonderful experience to customers.

About Profit Line

Profit Line is part of the next generation of outsourced accounting departments, leading the industry forward using best in class cloud applications.

The company provides great outsourced accounting departments to small businesses and non-profit organizations across the US and supports a wide range of customers across many industries, including marketing, manufacturing, law, and technology.

We believe that managers make better decisions when their organizations’ books are in great shape and their financial processes are strong, so we work hard to provide outstanding, professional, and efficient accounting departments to our customers so they can focus on their goals.

We pride ourselves on our collaborative and rewarding work environment, and we value teamwork, communication, and professionalism.

Profit Line provides lots of opportunities for professional growth and advancement.

About the Role

Our Client Manager is part of our Cloud Accounting Services team, and is responsible for delivering outstanding accounting and bookkeeping services to several clients.

Non-negotiable requirements for this position:

3+ years experience with QuickBooks Online (QBO) accounting software

3+ years experience in accounting for small business

Bachelor’s degree


– Managing client relationships and related accounting workloads

– Providing ongoing accounting services to several clients, including customer invoicing and AR management, expense processing and AP management, ensuring transactions are accurately booked

– Managing payroll

– Completing monthly account reconciliations

– Completing monthly closes

– Preparing regular financial statements and other financial reports

– Problem solving, addressing and resolving issues effectively and speedily


– Bachelor’s degree (preferably in accounting)

– 3 to 5 years of recent and relevant small business accounting experience

– Experience with cloud accounting tools, such as, Tallie, Expensify

– Solid understanding of the accounting cycle

– Experience with creating and managing schedules, such as prepaid expense, fixed asset, depreciation, loan and inventory schedules

– Strong written and verbal communication skills with customer-facing experience

– Technological optimist and passion for fintech

– Extremely organized, with excellent attention to detail and proven ability to multi-task

– Experience with Non-Profit Accounting a plus


$55k-$70k annual salary plus excellent benefits and year-end bonus, with great

opportunities for learning and advancement.

Benefits offered:

Excellent medical, dental & vision plans with company contribution


Retirement Plan
– 401(k) and Roth

Paid time off

Summer Fridays

We are committed to hiring and retaining a diverse workforce.

We are proud to be an Equal Employment Opportunity Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran status or any other protected class.

Job Type: Full-time

Pay: $60,000.00
– $70,000.00 per year

Health insurance
Paid time off
Work from home
Monday to Friday
Application Question(s):
Do you have experience doing Accounting for Small Businesses?
QuickBooks Online: 3 years (Required)
Work Location:
One location
Work Remotely:

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