Client Service Manager

Your Part-Time Controller, LLC • Los Angeles, CA

3d • $140,000 - $165,000 • Hybrid

About The Position

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.

Requirements

• Bachelor’s degree in accounting, finance, or a related field required
• 7+ years of progressively responsible experience
• Nonprofit accounting experience required
• 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
• Reasonably available, if needed, by phone and email outside of normal working hours.
• 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

Nice To Haves

• Advanced degree a plus
• Public accounting and/or Controller/CFO experience preferred

Responsibilities

• Develop and implement workplans for new and existing clients.
• Ensure client service staff prepare and submit timely, accurate financial reporting (as required).
• Oversee special projects and consulting work, as appropriate.
• 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.
• Prepare staff for and lead new-client kick-off meetings; manage staff and client transitions as needed.
• Ensure effective communication among staff, clients, and YPTC leadership.
• Assess and mitigate risks to support healthy client relationships; promptly identify and report at-risk or lost clients.
• 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.
• Partner with staff to keep YPTC accounts receivable current (no more than 30 days outstanding); follow up proactively as needed.
• Use YPTC Manager Console tools, reports, key performance indicators (KPIs), and key behavior indicators (KBIs) to manage the business and staff.
• 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.
• 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.
• 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.
• Model and reinforce CFO Mindset innovation by building staff capability through training, feedback, and continuous improvement; ensure technology use supports strategic thinking, professional judgment, security, and client trust.
• Translate innovation into practice by incorporating firm-approved tools, systems, and process improvements (e.g., AI, reporting automation, workflows, and integrations) into daily work to improve quality, capacity, and efficiency.
• Lead adoption and change by communicating the purpose and impact of initiatives, reinforcing training expectations, identifying risks early, and connecting technology use to stronger judgment and outcomes.
• 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.

Benefits

• 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
• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level