--- title: 'Client Accounting Lead at Togetherwork' canonical: 'https://feeny.ai/job/client-accounting-lead-togetherwork-non-profit-t1qzk94rk54g' type: 'job' last_seen: '2026-11-01' --- # Client Accounting Lead at Togetherwork - **Company:** Togetherwork - **Location:** Non-Profit - **Posted:** 2026-10-26 - **Last confirmed live:** 2026-11-01 - **Apply:** https://togetherwork.com/application/?gh_jid=8814954002 ## 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 experienced Client Accounting Lead to 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 team and managing 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 - Serve as a primary day-to-day resource for Client Accountants, providing guidance on complex accounting questions, financial reporting, reconciliations, and client-specific requirements. - 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. - 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. - Review accounting work completed by Internal Operations, identify discrepancies, and provide constructive feedback to ensure accuracy and consistency. - Coordinate with Internal Operations on billing, budgeting, bank reconciliations, and other accounting activities performed on behalf of clients. - Maintain and improve standard accounting procedures, internal controls, and client-specific documentation to support accurate and consistent financial reporting. - Identify recurring accounting issues, process inefficiencies, and opportunities to streamline workflows and improve operational performance. - Manage a limited portfolio of assigned LegFi Pro clients, including financial reporting, reconciliations, month-end close, and ongoing accounting support. - Maintain strong client relationships by providing responsive communication, resolving concerns, and ensuring financial information is delivered accurately and on time. - 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. - Maintain confidentiality, exercise sound professional judgment, and ensure compliance with company policies and accounting standards. ## What You Bring - Bachelor's degree in Accounting. - 3–5 years of professional accounting experience, with strong expertise in financial reporting, general ledger accounting, journal entries, reconciliations, and month-end close. - Demonstrated experience preparing, reviewing, and taking responsibility for accurate financial statements and accounting deliverables. - Experience working directly with clients to explain financial results, discuss budget variances, and provide accounting recommendations. - Strong understanding of accounting principles, financial reporting practices, internal controls, and reconciliation processes. - Experience managing accounting responsibilities for multiple clients, accounts, or complex financial operations. - Ability to analyze financial statements, identify discrepancies, and communicate findings clearly to both accounting and non-accounting audiences. - Strong client relationship management skills, including the ability to navigate challenging conversations and resolve complex accounting concerns. - Demonstrated leadership capabilities, including the ability to coach colleagues, provide constructive feedback, and support team success without direct management authority. - Experience working with accounting or enterprise resource planning (ERP) systems and adapting to evolving technology and processes. - Working proficiency in Microsoft Excel and Microsoft 365 applications. - Excellent written and verbal communication skills, with the ability to explain complex financial information clearly and professionally. - Strong organizational, analytical, and problem-solving skills, with exceptional attention to detail and accuracy. - Ability to manage competing priorities, meet deadlines, and maintain high-quality work in a fast-paced, client-focused environment. - A collaborative, service-oriented mindset with a genuine interest in helping clients and colleagues succeed. Bonus Points For - Experience in public accounting, outsourced accounting, or a professional services environment supporting multiple clients. - Previous experience as a Senior Accountant, Accounting Lead, or similar role involving team mentorship or technical oversight. - Experience coaching, training, or supporting the development of other accounting professionals. - Background in nonprofit accounting, including familiarity with nonprofit financial reporting, tax considerations, and Form 990. - Experience serving Greek life organizations, fraternities, sororities, or the higher education market. - Familiarity with Sage accounting systems, including Sage MAS 500, or comparable ERP platforms. - Hands-on experience with Monday.com or similar workflow and project management tools. - Experience improving accounting processes, documenting standard procedures, or supporting accounting system transitions. The Company offers a comprehensive employee benefits program, including: - Medical, dental, and vision insurance options - 100% employer-paid short-term and long-term disability insurance - 100% employer-paid basic life and AD&D insurance - 401(k) retirement plan with a 100% company match up to 4% - Flexible paid personal/vacation time built on mutual trust and accountability - 10 sick days annually - 10 company-paid holidays - 12 weeks paid parental leave Salary Range Disclosure The base range represents the low and high end of the TogetherWork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to, location, experience, and performance. The range listed is just one component of TogetherWork's total compensation package for employees. Other rewards may include discretionary bonuses, long-term incentives, a flexible paid vacation/personal time policy, parental leave, and more. Inclusion and Diversity TogetherWork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences, and viewpoints are valued. TogetherWork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state, or federal laws. Interview Process & Expectations Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews. To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication. CCPA Disclosure Notice: [Click Here](https://www.togetherwork.com/privacy-policy/) ## About Togetherwork ## Company Overview - **One-liner**: Togetherwork provides integrated software and payment solutions purpose-built for membership-based organizations, including associations, camps, pet-care businesses, faith communities, and fraternal groups. - **Entity Type**: Private (backed by GI Partners and Park Square Capital) - **Headquarters**: Austin, Texas, United States (with centers of excellence in Atlanta, GA and Columbus, GA) - **Founded**: 2015 - **Founders**: Not publicly available (the company was formed through a series of acquisitions) ## Core Business - **Primary industry/industries**: Vertical SaaS (Software as a Service) for membership and community management; Fintech/Payments - **Target customers**: B2B, serving over 12 vertical markets including associations, pet-care businesses, camps, faith organizations, fraternities & sororities, gyms, dance studios, and unions - **Mission or purpose statement**: To help communities, organizations, and businesses thrive by delivering software solutions tailored to their unique needs, enabling them to manage and grow their communities and enhance member engagement. ## Products & Services - **GetTogether**: A unified platform providing management solutions, communication tools, and online platforms for membership organizations. - **Vertical-Specific Solutions**: Over 33 software applications tailored to specific industries (e.g., pet-care with PetExec and Gingr, faith with Shulware, camps and youth programs). - **Payment Solutions**: Integrated financial enablement and payment processing platforms designed to streamline transactions for member-based organizations. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed - **Key Metric**: Annual Recurring Revenue of $250M (as stated in recent job postings); a separate source lists revenue at $11.0M, which likely represents an older figure or a specific subsidiary. The $250M figure is the most current and prominent. - **Total Funding**: $13.37M (via CB Insights); received a strategic investment from Park Square Capital in July 2024. - **Notable Investors/Partners**: GI Partners (majority owner since 2018), Park Square Capital (strategic investment, 2024). - **Growth Signals**: - Headcount of 250 employees with 32.3% year-over-year growth. - 37 active job postings (yearly increase of 94.7%). - Aggressive M&A strategy: Acquired over 10 companies (e.g., OmegaFi, Bunk1, PetExec, Protech, Fonteva) to build its portfolio. - Expansion of hybrid hubs in Austin, Atlanta, and Columbus. ## Competitive Advantages - **Vertical-Specific Depth**: Instead of a one-size-fits-all platform, Togetherwork offers 33+ tailored applications for niche markets, creating deep stickiness and domain expertise. - **Integrated Payments**: Bundling software with payment processing creates a dual revenue stream and increases customer switching costs. - **Scale & Portfolio Synergy**: With $250M in ARR and a portfolio of acquired companies, they can cross-sell, share technology, and offer a broader suite than most standalone vertical SaaS competitors. - **Focus on "Purpose-Driven" Organizations**: Serving mission-oriented clients (nonprofits, camps, faith groups) differentiates them from general business software providers. ## Strategic Focus - **AI Integration**: Investing heavily in AI and tools to empower employees and automate workflows, with a dedicated Director of AI Orchestration role. - **Operational Excellence**: Building a cohesive, high-performance culture across a portfolio of acquired companies, focusing on shared services and best practices. - **Continued M&A**: Actively acquiring complementary vertical SaaS businesses to expand their market footprint. - **Talent Density**: Building centers of excellence in key cities to foster collaboration and innovation. ## Why Work Here - **Culture**: Described as fast-paced, entrepreneurial, and execution-driven. The company emphasizes "clarity drives performance, community fuels culture" and values "momentum over comfort." They highlight a culture of connection, pride, and psychological safety. - **Remote/Hybrid Policy**: Hybrid model with centers of excellence in Austin, Atlanta, and Columbus. Most roles require 2-3 days per week in the office. Some roles are listed as remote, but the majority are hybrid. - **Growth & Development**: With 20+ products and a $250M revenue base, employees have opportunities for rapid advancement, cross-functional moves, and "structured learning." - **Tech Stack & Innovation**: Investment in modern technology and AI fluency. Engineers "own their work end to end" and "make thoughtful decisions close to the problem." - **Notable Perks**: Competitive compensation, benefits, and the opportunity to work on mission-critical software that serves purpose-driven organizations. ## Sources 1. [togetherwork.com](https://www.togetherwork.com/) 2. [togetherwork.com/careers](https://www.togetherwork.com/careers/) 3. [togetherwork.com/jobs](https://www.togetherwork.com/jobs/) 4. [linkedin.com/company/togetherwork](https://www.linkedin.com/company/togetherwork) 5. 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