Nonprofit Accounting Manager (Client Ally)

CLIENT ALLY (Accounting & Client Services Manager)

AKA - The Coolest Accounting Job You’ll Ever Have

POSITION OVERVIEW

Blue Fox is on the hunt for a Client Ally – part accounting wizard, part client champion, and 100% awesome. If you love numbers, spreadsheets, and making clients’ lives easier (especially in the nonprofit world), you might just be our next FOXicorn!

The ideal candidate is an experienced accountant with strong nonprofit accounting expertise, a knack for client service, and a love of problem-solving. You understand fund accounting, compliance, and what keeps nonprofit leaders up at night, and you know how to turn financial data into clarity and confidence.

You’ll be responsible for managing up to 15 client accounts while mentoring and supporting your bookkeeping team (yes, teamwork makes the dream work!). This is a highly collaborative, client-facing role where you’ll act as a trusted financial advisor to mission-driven organizations

TIME COMMITMENT

This is a full-time, remote position requiring 32-40 hours per week. No crazy overtime here - we believe in work-life integration!

COMPENSATION & BENEFITS

We pay competitive salaries because top talent deserves top pay! Expected range: $65-75K (negotiable based on experience).

Benefits for full-time employees (valued at $30,000+ annually) include:

• Group medical, vision, dental, life, and disability insurance (because healthy humans are happy humans!)
• Wellness perks (because we care about your sanity!)
• 401(k) with a 4% employer match (free money? Yes, please!)
• Office equipment, computer, and cell phone allowance (tech geeks welcome)
• Paid holidays, plus extra time off for Thanksgiving and Christmas (feast and be merry!)
• Unlimited PTO (yes, you read that right!)
• Financial support for continuing education (lifelong learners encouraged!)
• Annual performance bonuses (because we love rewarding rockstars!)

We don’t just treat our employees well, we treat them how THEY want to be treated.

WORK ENVIRONMENT

This is a fully virtual/remote position. Our team and clients are distributed across the globe. The Client Ally must have high-speed internet access, a dedicated work computer, a web camera, and a home office or other suitable workspace conducive to phone or video calls. The Client Ally must be available daily to respond to emails and occasional phone calls.

Blue Fox is a fast-growing company, and we hire warm, innovative, forward-thinking team members capable of going with the flow and adjusting to ever-changing internal and external needs. Read more about Blue Fox services on our website.

ROLE & RESPONSIBILITIES

Client Leadership & Advisory

• Be the financial guru for up to 15 clients (AKA your “client den”) and a trusted nonprofit financial advisor.
• Deliver top-tier accounting and advisory services with warmth, clarity, and professionalism.
• Present monthly financial statements (Statement of Activities, Statement of Financial Position, and more) with clear, actionable insights.
• Support leadership teams in understanding financial performance and making informed decisions.

Nonprofit Accounting & Compliance

• Manage and review fund accounting, including net asset classifications and donor restrictions.
• Oversee grant tracking and reporting, ensuring compliance with funder requirements.
• Ensure accuracy and compliance across all financial reporting in alignment with nonprofit standards.
• Lead audit preparation and support Form 990 readiness, coordinating with external auditors and tax preparers.
• Maintain awareness of nonprofit regulatory requirements and best practices.

Financial Operations & Planning

• Lead month-end and year-end close processes: reconcile, review, and deliver clean, reliable financials.
• Support program-based budgeting, forecasting, and scenario planning tied to funding sources.
• Collaborate with client sales and philanthropy teams (aka the revenue wizards) to align financial strategy with funding pipelines.
• Manage client banking relationships and support treasury management.

Team Leadership & Collaboration

• Mentor and support your client accounting team – think “coach,” not “boss.”
• Review team output for accuracy, completeness, and continuous improvement.
• Foster a collaborative, accountable, and growth-oriented team environment.

Systems & Innovation

• Champion financial technology and automation – work smarter, not harder.
• Identify opportunities to improve processes, reporting, and client experience through systems and tools.

KEY PERSONALITY TRAITS FOR SUCCESS

• Kindness and honesty – non-negotiable (we keep it drama-free!)
• Humility – it’s okay to ask for help (really, we encourage it!).
• Love of data – numbers nerds, welcome!
• Commitment to clients and team first – teamwork makes the dream work.
• Mission-driven mindset – you care about impact, not just income statements.
• Sense of humor – because accounting is fun (or at least, we make it fun!).
• Problem-solving skills – think like MacGyver, but with spreadsheets.
• Passion for automation – work smarter, not harder!

SKILLS & EXPERIENCE

• Bachelor’s degree or higher in accounting or a related field.
• 5+ years of accounting experience (client management experience = bonus points!).
• Strong understanding of nonprofit accounting, including fund accounting, net asset classifications, and donor restrictions.
• Experience with grant tracking, compliance, and reporting.
• Experience supporting or leading audit preparation and Form 990 processes.
• CPA or EA preferred (but not required – we love smart, experienced people!).
• QuickBooks Online ProAdvisor Certification (basic) required; Advanced preferred.
• BILL and Gusto certification a plus.
• Advanced Excel and Office365 skills (pivot tables are your jam!).
• Experience with forecasting tools like FathomHQ, Syft, or similar.
• Strong organizational and leadership skills (herding accountants = your superpower!).
• Excellent communication and writing skills (bonus points for witty emails!).

THE APPLICATION PROCESS

As part of your application, we ask that you submit a short video (2–3 minutes) introducing yourself and answering the following 3 questions:

• Tell us about your nonprofit accounting experience - what types of organizations have you worked with?
• How do you explain complex financial information to non-financial leaders?
• What does your ideal team dynamic look like, and how do you approach mentoring others?

This is your chance to let your personality shine. We want to see the real you! Please share your video via a link (e.g., YouTube, Vimeo, Google Drive, or Loom) in your application or email it to us directly. We're not looking for Hollywood production quality; just authenticity, enthusiasm, and a clear sense of who you are and what you bring to the table.

Due to the volume of applications we receive, we will only be in touch with those selected for further consideration. If selected to advance through the process, we will have a series of video and phone interviews, and you will be required to complete some basic skills tests. You will also be asked to complete a national background check prior during the application process and supply at least three references.

OUR COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

Our goal is to be a diverse workforce that is representative, at all levels, of the organizations and communities we serve. Blue Fox embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

We strongly encourage the following equity groups to self-identify during the application process: women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, and veterans.

Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws. All employment is decided on the basis of qualifications, merit, and business need.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance
• Work from home

Education:

• Bachelor's (Required)

Experience:

• Accounting: 5 years (Required)
• Non-profit accounting: 2 years (Required)

License/Certification:

• Quickbooks ProAdvisor Certification (Required)

Work Location: Remote